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Beacon Pointe Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-21,649
Closed -$726K – 1525
2025
Q3 		$726K Buy
+21,649
New +$705K 0.01% 880

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $202M AUM 26.95% 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

Beacon Pointe Advisors's FELV Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 21,649 shares — an estimated $726K sold.

Beacon Pointe Advisors first reported a position in FELV in Q3 2025 and held it in 1 quarter. The position peaked at $726K in Q3 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 21,649 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $726K.
  • Beacon Pointe Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $726K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.