Cambridge Investment Research Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Cambridge Investment Research 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	$5.55M	Buy	138,347 +33,409	+32%	+$1.28M	0.01%	983
2026 Q1	$3.66M	Buy	104,938 +7,596	+8%	+$272K	0.01%	1155
2025 Q4	$3.37M	Sell	97,342 -9,302	-9%	-$316K	0.01%	1151
2025 Q3	$3.58M	Sell	106,644 -436	-0.4%	-$14.2K	0.01%	1104
2025 Q2	$3.4M	Buy	107,080 +6,206	+6%	+$188K	0.01%	1074
2025 Q1	$3.1M	Buy	100,874 +13,481	+15%	+$421K	0.01%	1069
2024 Q4	$2.66M	Buy	87,393 +13,785	+19%	+$434K	0.01%	1163
2024 Q3	$2.28M	Buy	73,608 +24,386	+50%	+$724K	0.01%	1249
2024 Q2	$1.41M	Sell	49,222 -5,810	-11%	-$165K	0.01%	1536
2024 Q1	$1.61M	Buy	55,032 +1,049	+2%	+$28.9K	0.01%	1403
2023 Q4	$1.45M	Buy	+53,983	New	+$1.4M	0.01%	1414

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 $386M AUM 18.64% 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

Cambridge Investment Research Advisors's FELV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 32% in Q2 2026, buying an estimated $1.28M and bringing the position to 138,347 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #983.

Cambridge Investment Research Advisors first reported a position in FELV in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Cambridge Investment Research Advisors held 138,347 shares of Fidelity Enhanced Large Cap Value ETF worth $5.55M as of Q2 2026.
Cambridge Investment Research Advisors bought 33,409 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $1.28M.
Fidelity Enhanced Large Cap Value ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #983 holding.
Cambridge Investment Research Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.