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

Lido 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	$335K	Sell	8,360 -4,453	-35%	-$170K	﹤0.01%	1703
2026 Q1	$447K	Buy	12,813 +1,151	+10%	+$41.2K	﹤0.01%	1354
2025 Q4	$395K	Buy	11,662 +3,622	+45%	+$123K	﹤0.01%	1414
2025 Q3	$270K	Buy	8,040 +99	+1%	+$3.23K	﹤0.01%	1541
2025 Q2	$252K	Sell	7,941 -433	-5%	-$13.1K	﹤0.01%	1416
2025 Q1	$257K	Buy	+8,374	New	+$262K	﹤0.01%	1274

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

Lido Advisors's FELV Position: Q2 2026 in Review

Lido Advisors reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 35% in Q2 2026, selling an estimated $170K and leaving 8,360 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Lido Advisors first reported a position in FELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $447K in Q1 2026. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Lido Advisors held 8,360 shares of Fidelity Enhanced Large Cap Value ETF worth $335K as of Q2 2026.
Lido Advisors sold 4,453 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $170K.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1703 holding.
Lido Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Lido Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $447K in Q1 2026.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.