Cerity Partners
FELV icon

Cerity Partners’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Cerity Partners’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 		$266K Buy
+6,645
New +$254K ﹤0.01% 2873
2026
Q1 		– Sell
-11,813
Closed -$409K – 3298
2025
Q4 		$409K Buy
+11,813
New +$402K ﹤0.01% 2227
2025
Q3 		– Sell
-6,708
Closed -$213K – 2793
2025
Q2 		$213K Buy
+6,708
New +$203K ﹤0.01% 2316

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IFA
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SFG
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Osaic Holdings
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Thrivent Financial for Lutherans
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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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Cerity Partners's FELV Position: Q2 2026 in Review

Cerity Partners opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 6,645 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #2873 among its holdings. This is a return to the name: Cerity Partners previously reported a position in FELV as recently as Q4 2025.

Cerity Partners first reported a position in FELV in Q2 2025 and has held it in 3 quarters since. The position peaked at $409K in Q4 2025. 179 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Cerity Partners held 6,645 shares of Fidelity Enhanced Large Cap Value ETF worth $266K as of Q2 2026.
  • Fidelity Enhanced Large Cap Value ETF was a new Cerity Partners position in Q2 2026.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2873 holding.
  • Cerity Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • Cerity Partners's Fidelity Enhanced Large Cap Value ETF position peaked at $409K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.