Kovitz Investment Group Partners
FELV icon

Kovitz Investment Group Partners’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-12,813
Closed -$430K – 745
2025
Q3 		$430K Sell
12,813
-1,010
-7% -$32.9K ﹤0.01% 1089
2025
Q2 		$439K Buy
13,823
+1,168
+9% +$35.4K ﹤0.01% 1023
2025
Q1 		$389K Buy
12,655
+2,018
+19% +$63K ﹤0.01% 976
2024
Q4 		$324K Buy
10,637
+50
+0.5% +$1.58K ﹤0.01% 1024
2024
Q3 		$7.54K Buy
+10,587
New +$314K ﹤0.01% 1030

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WC
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Cetera Investment Advisers
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ARG
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Kovitz Investment Group Partners's FELV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 12,813 shares — an estimated $430K sold.

Kovitz Investment Group Partners first reported a position in FELV in Q3 2024 and held it in 5 quarters. The position peaked at $439K in Q2 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,813 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $430K.
  • Kovitz Investment Group Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Fidelity Enhanced Large Cap Value ETF position peaked at $439K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.