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Wood Tarver Financial Group’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-129
Closed -$4K – 312
2025
Q2 		$4K Buy
+129
New +$4.11K ﹤0.01% 476

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wood Tarver Financial Group's FELC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2025, closing a stake of 129 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in FELC in Q2 2025 and held it in 1 quarter. The position peaked at $4K in Q2 2025. 192 funds tracked by Wall St. Rank hold FELC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 129 Fidelity Enhanced Large Cap Core ETF shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and held it in 1 quarter.
  • Wood Tarver Financial Group's Fidelity Enhanced Large Cap Core ETF position peaked at $4K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.