GI
FELV icon

Gradient Investments’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Gradient Investments’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
Q1 		– Sell
-358
Closed -$9.61K – 1429
2023
Q4 		$9.61K Buy
+358
New +$9.29K ﹤0.01% 847

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $2.96B AUM 23.14% 1-Year Est. Return
PWCM
Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EPWM
Essex Private Wealth Management Topsfield, Massachusetts $42.5M AUM 29.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gradient Investments's FELV Position: Q1 2024 in Review

Gradient Investments sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q1 2024, closing a stake of 358 shares — an estimated $9.61K sold.

Gradient Investments first reported a position in FELV in Q4 2023 and held it in 1 quarter. The position peaked at $9.61K in Q4 2023. 90 funds tracked by Wall St. Rank hold FELV as of Q1 2024.

  • Gradient Investments reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 358 Fidelity Enhanced Large Cap Value ETF shares in Q1 2024, an estimated $9.61K.
  • Gradient Investments first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Fidelity Enhanced Large Cap Value ETF position peaked at $9.61K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.