Moisand Fitzgerald Tamayo’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Moisand Fitzgerald Tamayo’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	$11.5K	Hold	286	–	–	﹤0.01%	357
2026 Q1	$9.98K	Hold	286	–	–	﹤0.01%	346
2025 Q4	$9.91K	Hold	286	–	–	﹤0.01%	345
2025 Q3	$9.59K	Hold	286	–	–	﹤0.01%	360
2025 Q2	$9.09K	Hold	286	–	–	﹤0.01%	355
2025 Q1	$8.79K	Hold	286	–	–	﹤0.01%	356
2024 Q4	$8.71K	Hold	286	–	–	﹤0.01%	359
2024 Q3	$8.86K	Hold	286	–	–	﹤0.01%	367
2024 Q2	$8.17K	Hold	286	–	–	﹤0.01%	326
2024 Q1	$8.35K	Hold	286	–	–	﹤0.01%	333
2023 Q4	$7.68K	Buy	+286	New	+$7.42K	﹤0.01%	370

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

Moisand Fitzgerald Tamayo's FELV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2026 at 286 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Moisand Fitzgerald Tamayo first reported a position in FELV in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Moisand Fitzgerald Tamayo held 286 shares of Fidelity Enhanced Large Cap Value ETF worth $11.5K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #357 holding.
Moisand Fitzgerald Tamayo first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.