LA
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Lynch & Associates’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Lynch & Associates’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
Q3 		$12.4M Buy
300,777
+267,685
+809% +$11.3M 1.78% 18
2026
Q2 		$1.33M Buy
+33,092
New +$1.27M 0.23% 79

Other funds holding FELV

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
Processus Wealth & Capital Management
Processus Wealth & Capital Management Brentwood, Tennessee $172M AUM 36.18% 1-Year Est. Return
Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Roxbury Financial
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Lynch & Associates's FELV Position: Q3 2026 in Review

Lynch & Associates increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 809% in Q3 2026, buying an estimated $11.3M and bringing the position to 300,777 shares worth $12.4M. The position accounts for 1.78% of the portfolio, ranked #18.

Lynch & Associates first reported a position in FELV in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • Lynch & Associates held 300,777 shares of Fidelity Enhanced Large Cap Value ETF worth $12.4M as of Q3 2026.
  • Lynch & Associates bought 267,685 Fidelity Enhanced Large Cap Value ETF shares in Q3 2026, an estimated $11.3M.
  • Fidelity Enhanced Large Cap Value ETF made up 1.78% of Lynch & Associates's portfolio in Q3 2026, its #18 holding.
  • Lynch & Associates first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.