FELC — FIDELITY ENHANCED LARGE CAP CORE ETF

Ownership history in Able Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in FIDELITY ENHANCED LARGE CAP CORE ETF (FELC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.04% (2024 Q3)
Avg. % of fund
2.94%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 150,850 +1,382 +0.9% 1.82% $5.8M $38.17
2025 Q3 REDUCED 149,468 -3,133 -2.1% 2.09% $5.6M $37.19
2025 Q2 ADDED 152,601 +1,349 +0.9% 2.65% $5.3M $34.34
2025 Q1 REDUCED 151,252 -2,601 -1.7% 2.78% $4.7M $30.97
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FELC price (monthly, adj. close)

Other funds also holding FELC

As of 2025 Q4 — sorted by position size

EdgeRock Capital LLC 3Y 19.98% Blake Schutter Theil Wealth Advisors, LLC 15.08% KFG WEALTH MANAGEMENT, LLC 3Y 13.84% FORTRESS FINANCIAL GROUP, LLC 8.44% Fragasso Financial Advisors Inc 3Y 7Y 8.34% Clearwave Capital, LLC 4.66% SHP Wealth Management 4.53% Williams & Novak, LLC 4.5% Mascoma Wealth Management LLC 3Y 7Y 3.25% LINCOLN CAPITAL CORP 3Y 7Y 2.04%
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