Bank of Montreal
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Bank of Montreal’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Bank of Montreal’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
-127
Closed -$4.26K – 3679
2025
Q3 		$4.26K Buy
+127
New +$4.14K ﹤0.01% 3427
2024
Q1 		– Sell
-1,453
Closed -$39.1K – 4006
2023
Q4 		$39.1K Buy
+1,453
New +$37.7K ﹤0.01% 3617

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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 $445B AUM 25.58% 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 $568M AUM 19.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal's FELV Position: Q4 2025 in Review

Bank of Montreal sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 127 shares — an estimated $4.26K sold.

Bank of Montreal first reported a position in FELV in Q4 2023 and held it in 2 quarters. The position peaked at $39.1K in Q4 2023. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • Bank of Montreal reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 127 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $4.26K.
  • Bank of Montreal first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's Fidelity Enhanced Large Cap Value ETF position peaked at $39.1K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.