BRWA
FELV icon

B. Riley Wealth Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-7,389
Closed -$227K – 1153
2025
Q1 		$227K Buy
+7,389
New +$231K 0.01% 1099

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $424B AUM 22.96% 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 $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Advisors's FELV Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2025, closing a stake of 7,389 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in FELV in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 134 funds tracked by Wall St. Rank hold FELV as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,389 Fidelity Enhanced Large Cap Value ETF shares in Q2 2025, an estimated $227K.
  • B. Riley Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $227K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.