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

Lowe Wealth 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
2025
Q3 		$1.39K Hold
41
– – ﹤0.01% 353
2025
Q2 		$1.31K Hold
41
– – ﹤0.01% 334
2025
Q1 		$1.26K Hold
41
– – ﹤0.01% 345
2024
Q4 		$1.25K Buy
+41
New +$1.29K ﹤0.01% 335

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $202M AUM 26.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Lowe Wealth Advisors's FELV Position: Q3 2025 in Review

Lowe Wealth Advisors held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q3 2025 at 41 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Lowe Wealth Advisors first reported a position in FELV in Q4 2024 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold FELV as of Q3 2025.

  • Lowe Wealth Advisors held 41 shares of Fidelity Enhanced Large Cap Value ETF worth $1.39K as of Q3 2025.
  • Lowe Wealth Advisors left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q3 2025.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #353 holding.
  • Lowe Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.