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 Q2	$1.33M	Buy	+33,092	New	+$1.27M	0.23%	79

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

Lynch & Associates's FELV Position: Q2 2026 in Review

Lynch & Associates opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 33,092 shares worth $1.33M. The stake represents 0.23% of the portfolio and ranks #79 among its holdings.

186 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Lynch & Associates held 33,092 shares of Fidelity Enhanced Large Cap Value ETF worth $1.33M as of Q2 2026.
Fidelity Enhanced Large Cap Value ETF was a new Lynch & Associates position in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up 0.23% of Lynch & Associates's portfolio in Q2 2026, its #79 holding.
186 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.