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

IFP 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	$304K	Sell	7,585 -211	-3%	-$8.08K	0.01%	1281
2026 Q1	$272K	Buy	7,796 +12	+0.2%	+$429	0.01%	1239
2025 Q4	$270K	Buy	7,784 +221	+3%	+$7.51K	0.01%	1216
2025 Q3	$254K	Buy	7,563 +163	+2%	+$5.31K	0.01%	1180
2025 Q2	$235K	Buy	7,400 +37	+0.5%	+$1.12K	0.01%	1191
2025 Q1	$226K	Buy	7,363 +84	+1%	+$2.62K	0.01%	1118
2024 Q4	$222K	Sell	7,279 -54	-0.7%	-$1.7K	0.01%	1079
2024 Q3	$227K	Buy	7,333 +11	+0.2%	+$327	0.01%	1028
2024 Q2	$209K	Buy	7,322 +7,041	+2,506%	+$200K	0.01%	1023
2024 Q1	$8.21K	Buy	281 +1	+0.4%	+$28	﹤0.01%	2305
2023 Q4	$7.5K	Buy	+280	New	+$7.26K	﹤0.01%	2285

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

IFP Advisors's FELV Position: Q2 2026 in Review

IFP Advisors reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 2.7% in Q2 2026, selling an estimated $8.08K and leaving 7,585 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1281.

IFP Advisors first reported a position in FELV in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

IFP Advisors held 7,585 shares of Fidelity Enhanced Large Cap Value ETF worth $304K as of Q2 2026.
IFP Advisors sold 211 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $8.08K.
Fidelity Enhanced Large Cap Value ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1281 holding.
IFP Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.