RBC
FELV icon

Roble Belko & Company’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Roble Belko & Company’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 		$2K Hold
47
– – ﹤0.01% 391
2026
Q1 		$2K Hold
47
– – ﹤0.01% 392
2025
Q4 		$2K Hold
47
– – ﹤0.01% 387
2025
Q3 		$2K Buy
+47
New +$1.53K ﹤0.01% 355

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Roble Belko & Company's FELV Position: Q2 2026 in Review

Roble Belko & Company held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2026 at 47 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Roble Belko & Company first reported a position in FELV in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Roble Belko & Company held 47 shares of Fidelity Enhanced Large Cap Value ETF worth $2K as of Q2 2026.
  • Roble Belko & Company 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 Roble Belko & Company's portfolio in Q2 2026, its #391 holding.
  • Roble Belko & Company first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.