FFA
FELV icon

Farther Finance Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Farther Finance 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
Q3 		$144K Sell
3,472
-83
-2% -$3.49K ﹤0.01% 2569
2026
Q2 		$143K Sell
3,555
-2,123
-37% -$81.3K ﹤0.01% 2470
2026
Q1 		$199K Buy
5,678
+1,102
+24% +$39.4K ﹤0.01% 2020
2025
Q4 		$159K Buy
4,576
+2,477
+118% +$84.2K ﹤0.01% 2064
2025
Q3 		$70.4K Sell
2,099
-526
-20% -$17.1K ﹤0.01% 2257
2025
Q2 		$83.4K Buy
2,625
+2,555
+3,650% +$77.3K ﹤0.01% 1860
2025
Q1 		$2.16K Sell
70
-4,389
-98% -$137K ﹤0.01% 3358
2024
Q4 		$136K Buy
4,459
+4,389
+6,270% +$138K ﹤0.01% 1177
2024
Q3 		$2.17K Hold
70
– – ﹤0.01% 2971
2024
Q2 		$1.99K Hold
70
– – ﹤0.01% 2796
2024
Q1 		$2.04K Hold
70
– – ﹤0.01% 2482
2023
Q4 		$1.89K Buy
+70
New +$1.82K ﹤0.01% 2453

Other funds holding FELV

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's FELV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 2.3% in Q3 2026, selling an estimated $3.49K and leaving 3,472 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Farther Finance Advisors first reported a position in FELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $199K in Q1 2026. 6 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • Farther Finance Advisors held 3,472 shares of Fidelity Enhanced Large Cap Value ETF worth $144K as of Q3 2026.
  • Farther Finance Advisors sold 83 Fidelity Enhanced Large Cap Value ETF shares in Q3 2026, an estimated $3.49K.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2569 holding.
  • Farther Finance Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $199K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.