Merit Financial Group’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Merit Financial Group’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	$234K	Buy	+5,842	New	+$224K	﹤0.01%	1998

Other funds holding FELV

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Merit Financial Group's FELV Position: Q2 2026 in Review

Merit Financial Group opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 5,842 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings.

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

Merit Financial Group held 5,842 shares of Fidelity Enhanced Large Cap Value ETF worth $234K as of Q2 2026.
Fidelity Enhanced Large Cap Value ETF was a new Merit Financial Group position in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1998 holding.
37 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.