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

Avantax 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
Q2 		$608K Buy
19,137
+4,820
+34% +$146K ﹤0.01% 1476
2025
Q1 		$440K Sell
14,317
-291
-2% -$9.09K ﹤0.01% 1583
2024
Q4 		$445K Buy
+14,608
New +$460K ﹤0.01% 1523

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Avantax Advisory Services's FELV Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 34% in Q2 2025, buying an estimated $146K and bringing the position to 19,137 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Avantax Advisory Services first reported a position in FELV in Q4 2024 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold FELV as of Q2 2025.

  • Avantax Advisory Services held 19,137 shares of Fidelity Enhanced Large Cap Value ETF worth $608K as of Q2 2025.
  • Avantax Advisory Services bought 4,820 Fidelity Enhanced Large Cap Value ETF shares in Q2 2025, an estimated $146K.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1476 holding.
  • Avantax Advisory Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.