IHT Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

IHT Wealth Management’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	$4.12M	Sell	102,687 -20,627	-17%	-$789K	0.09%	246
2026 Q1	$4.3M	Buy	123,314 +81,324	+194%	+$2.91M	0.1%	209
2025 Q4	$1.46M	Buy	+41,990	New	+$1.43M	0.04%	436

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

IHT Wealth Management's FELV Position: Q2 2026 in Review

IHT Wealth Management reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 17% in Q2 2026, selling an estimated $789K and leaving 102,687 shares worth $4.12M. The position accounts for 0.09% of the portfolio, ranked #246.

IHT Wealth Management first reported a position in FELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.3M in Q1 2026. 186 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

IHT Wealth Management held 102,687 shares of Fidelity Enhanced Large Cap Value ETF worth $4.12M as of Q2 2026.
IHT Wealth Management sold 20,627 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $789K.
Fidelity Enhanced Large Cap Value ETF made up 0.09% of IHT Wealth Management's portfolio in Q2 2026, its #246 holding.
IHT Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
IHT Wealth Management's Fidelity Enhanced Large Cap Value ETF position peaked at $4.3M in Q1 2026.
186 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.