AAS
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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
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

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AF
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameritas Advisory Services's FELV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 6,960 shares — an estimated $233K sold.

Ameritas Advisory Services first reported a position in FELV in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 6,960 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $233K.
  • Ameritas Advisory Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Fidelity Enhanced Large Cap Value ETF position peaked at $233K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.