FELC — FIDELITY ENHANCED LARGE CAP CORE ETF

Ownership history in Mascoma Wealth Management LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Mascoma 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
3.25% (2025 Q4)
Avg. % of fund
3.02%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 397,652 +9,068 +2.3% 3.25% $15.2M $38.06
2025 Q3 ADDED 388,584 +17,699 +4.8% 3.19% $14.5M $37.08
2025 Q2 ADDED 370,885 +26,234 +7.6% 2.97% $12.8M $34.24
2025 Q1 INITIATED 344,651 — — 2.68% $10.7M $30.88
% 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% LINCOLN CAPITAL CORP 3Y 7Y 2.04% Able Wealth Management LLC 1.82%
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