Commonwealth Equity Services
FELV icon

Commonwealth Equity Services’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Commonwealth Equity Services’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 		$106M Buy
2,652,906
+648,003
+32% +$24.8M 0.13% 151
2026
Q1 		$70M Buy
2,004,903
+190,516
+11% +$6.82M 0.1% 208
2025
Q4 		$62.9M Buy
1,814,387
+9,849
+0.5% +$335K 0.08% 237
2025
Q3 		$60.5M Buy
1,804,538
+76,667
+4% +$2.5M 0.08% 242
2025
Q2 		$54.9M Buy
1,727,871
+321,351
+23% +$9.73M 0.07% 268
2025
Q1 		$43.2M Buy
1,406,520
+246,664
+21% +$7.71M 0.06% 307
2024
Q4 		$35.3M Buy
1,159,856
+195,104
+20% +$6.15M 0.05% 339
2024
Q3 		$29.9M Buy
964,752
+253,862
+36% +$7.54M 0.05% 397
2024
Q2 		$20.3M Buy
710,890
+29,541
+4% +$841K 0.03% 495
2024
Q1 		$19.9M Buy
681,349
+498,987
+274% +$13.8M 0.03% 493
2023
Q4 		$4.9M Buy
+182,362
New +$4.73M 0.01% 1115

Other funds holding FELV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $263M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services's FELV Position: Q2 2026 in Review

Commonwealth Equity Services increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 32% in Q2 2026, buying an estimated $24.8M and bringing the position to 2,652,906 shares worth $106M. The position accounts for 0.13% of the portfolio, ranked #151.

Commonwealth Equity Services first reported a position in FELV in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Commonwealth Equity Services held 2,652,906 shares of Fidelity Enhanced Large Cap Value ETF worth $106M as of Q2 2026.
  • Commonwealth Equity Services bought 648,003 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $24.8M.
  • Fidelity Enhanced Large Cap Value ETF made up 0.13% of Commonwealth Equity Services's portfolio in Q2 2026, its #151 holding.
  • Commonwealth Equity Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 108 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.