VFA
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Valeo Financial Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Valeo Financial Advisors’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$721K Buy
16,644
+30
+0.2% +$1.29K 0.02% 368
2026
Q2 		$696K Buy
16,614
+32
+0.2% +$1.3K 0.01% 368
2026
Q1 		$601K Buy
16,582
+42
+0.3% +$1.59K 0.01% 369
2025
Q4 		$631K Buy
16,540
+34
+0.2% +$1.28K 0.01% 404
2025
Q3 		$615K Buy
16,506
+33
+0.2% +$1.18K 0.01% 415
2025
Q2 		$568K Sell
16,473
-660
-4% -$21K 0.01% 420
2025
Q1 		$534K Buy
17,133
+745
+5% +$24.5K 0.01% 401
2024
Q4 		$540K Buy
16,388
+194
+1% +$6.42K 0.02% 396
2024
Q3 		$520K Sell
16,194
-287
-2% -$8.88K 0.01% 401
2024
Q2 		$504K Buy
16,481
+953
+6% +$28K 0.02% 383
2024
Q1 		$442K Sell
15,528
-11
-0.1% -$308 0.02% 413
2023
Q4 		$413K Buy
+15,539
New +$401K 0.02% 411

Other funds holding FELC

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's FELC Position: Q3 2026 in Review

Valeo Financial Advisors increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.18% in Q3 2026, buying an estimated $1.29K and bringing the position to 16,644 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #368.

Valeo Financial Advisors first reported a position in FELC in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

  • Valeo Financial Advisors held 16,644 shares of Fidelity Enhanced Large Cap Core ETF worth $721K as of Q3 2026.
  • Valeo Financial Advisors bought 30 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $1.29K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #368 holding.
  • Valeo Financial Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.