MWM
FELV icon

Mission Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Mission Wealth Management’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 		$201K Buy
+5,019
New +$192K ﹤0.01% 1029
2025
Q1 		– Sell
-7,218
Closed -$220K – 685
2024
Q4 		$220K Buy
+7,218
New +$227K 0.01% 607

Other funds holding FELV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Mission Wealth Management's FELV Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 5,019 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in FELV as recently as Q4 2024.

Mission Wealth Management first reported a position in FELV in Q4 2024 and has held it in 2 quarters since. The position peaked at $220K in Q4 2024. 108 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Mission Wealth Management held 5,019 shares of Fidelity Enhanced Large Cap Value ETF worth $201K as of Q2 2026.
  • Fidelity Enhanced Large Cap Value ETF was a new Mission Wealth Management position in Q2 2026.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • Mission Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Mission Wealth Management's Fidelity Enhanced Large Cap Value ETF position peaked at $220K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.