Ameritas Advisory Services’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Ameritas Advisory Services’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Buy	+10,708	New	+$410K	0.01%	839
2025 Q4	–	Sell	-6,960	Closed	-$233K	–	1316
2025 Q3	$233K	Buy	6,960 +2,534	+57%	+$82.6K	0.02%	579
2025 Q2	$141K	Buy	+4,426	New	+$134K	0.01%	853

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameritas Advisory Services's FELV Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 10,708 shares worth $429K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in FELV as recently as Q3 2025.

Ameritas Advisory Services first reported a position in FELV in Q2 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Ameritas Advisory Services held 10,708 shares of Fidelity Enhanced Large Cap Value ETF worth $429K as of Q2 2026.
Fidelity Enhanced Large Cap Value ETF was a new Ameritas Advisory Services position in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #839 holding.
Ameritas Advisory Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.