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

EverSource 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	$46.2K	Hold	1,151	–	–	﹤0.01%	1828
2026 Q1	$40.2K	Buy	1,151 +232	+25%	+$8.3K	﹤0.01%	2053
2025 Q4	$31.8K	Hold	919	–	–	﹤0.01%	2061
2025 Q3	$30.8K	Hold	919	–	–	﹤0.01%	2034
2025 Q2	$29.2K	Sell	919 -2,053	-69%	-$62.1K	﹤0.01%	1998
2025 Q1	$91.4K	Buy	2,972 +849	+40%	+$26.5K	0.01%	942
2024 Q4	$64.7K	Hold	2,123	–	–	﹤0.01%	1071
2024 Q3	$65.7K	Sell	2,123 -3,801	-64%	-$113K	﹤0.01%	949
2024 Q2	$177K	Sell	5,924 -22	-0.4%	-$626	0.01%	601
2024 Q1	$166K	Buy	+5,946	New	+$164K	0.01%	551

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

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

EverSource Wealth Advisors held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2026 at 1,151 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

EverSource Wealth Advisors first reported a position in FELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $177K in Q2 2024. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

EverSource Wealth Advisors held 1,151 shares of Fidelity Enhanced Large Cap Value ETF worth $46.2K as of Q2 2026.
EverSource Wealth Advisors left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1828 holding.
EverSource Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $177K in Q2 2024.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.