Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Wealth Enhancement Advisory Services’s
Fidelity Stocks for Inflation ETF
FCPI
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
FCPI Stock Details
FCPI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.52M
Sell
111,101
-7,572
-6%
-$382K
0.01%
860
2025
Q4
$5.95M
Buy
118,673
+10,353
+10%
+$518K
0.01%
934
2025
Q3
$5.44M
Buy
108,320
+3,482
+3%
+$167K
0.01%
911
2025
Q2
$4.96M
Buy
104,838
+9,304
+10%
+$408K
0.01%
900
2025
Q1
$4.13M
Buy
95,534
+3,834
+4%
+$171K
0.01%
902
2024
Q4
$3.98M
Sell
91,700
-1,779
-2%
-$79.2K
0.01%
884
2024
Q3
$4.05M
Buy
93,479
+3,876
+4%
+$161K
0.01%
797
2024
Q2
$3.66M
Buy
89,603
+761
+0.9%
+$29.9K
0.01%
778
2024
Q1
$3.5M
Sell
88,842
-445
-0.5%
-$16.5K
0.01%
767
2023
Q4
$3.13M
Sell
89,287
-7,665
-8%
-$254K
0.01%
753
2023
Q3
$3.11M
Buy
+96,952
New
+$3.2M
0.01%
700
Other funds holding FCPI
SA
Sanctuary Advisors
Indianapolis, Indiana
$18.5B AUM
23.32%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close