Bestgate Wealth Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Bestgate 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
2026 Q2	$435K	Hold	10,850	–	–	0.69%	29
2026 Q1	$379K	Hold	10,850	–	–	0.68%	31
2025 Q4	$376K	Hold	10,850	–	–	0.66%	35
2025 Q3	$364K	Hold	10,850	–	–	0.64%	35
2025 Q2	$334K	Hold	10,850	–	–	0.69%	35
2025 Q1	$334K	Hold	10,850	–	–	0.69%	35
2024 Q4	$331K	Buy	+10,850	New	+$342K	0.66%	38

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bestgate Wealth Advisors's FELV Position: Q2 2026 in Review

Bestgate Wealth Advisors held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2026 at 10,850 shares worth $435K. The position accounts for 0.69% of the portfolio, ranked #29.

Bestgate Wealth Advisors first reported a position in FELV in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Bestgate Wealth Advisors held 10,850 shares of Fidelity Enhanced Large Cap Value ETF worth $435K as of Q2 2026.
Bestgate Wealth Advisors left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up 0.69% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Bestgate Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.