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Carmichael Hill & Associates’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$39.7K Hold
1,282
– – 0.01% 403
2024
Q2 		$36.6K Hold
1,282
– – 0.01% 385
2024
Q1 		$37.4K Hold
1,282
– – 0.01% 388
2023
Q4 		$34.4K Buy
+1,282
New +$33.3K 0.01% 403

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWCM
Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return

Carmichael Hill & Associates's FELV Position: Q3 2024 in Review

Carmichael Hill & Associates held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q3 2024 at 1,282 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #403.

Carmichael Hill & Associates first reported a position in FELV in Q4 2023 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold FELV as of Q3 2024.

  • Carmichael Hill & Associates held 1,282 shares of Fidelity Enhanced Large Cap Value ETF worth $39.7K as of Q3 2024.
  • Carmichael Hill & Associates left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q3 2024.
  • Fidelity Enhanced Large Cap Value ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #403 holding.
  • Carmichael Hill & Associates first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.