HFS
FELV icon

HBC Financial Services’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

HBC Financial 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
2024
Q2 		– Sell
-20
Closed – – 164
2024
Q1 		$0 Hold
20
– – ﹤0.01% 167
2023
Q4 		$0 Buy
+20
New +$519 ﹤0.01% 173

Other funds holding FELV

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Osaic Holdings
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
PWCM
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LPL Financial
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EPWM
Essex Private Wealth Management Topsfield, Massachusetts $42.5M AUM 29.61% 1-Year Est. Return
Baird Financial Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return