Root Financial Partners
FELV icon

Root Financial Partners’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Root Financial Partners’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
Q3 		$24.7K Buy
+597
New +$25.1K ﹤0.01% 1444
2026
Q2 		– Sell
-11
Closed -$377 – 1351
2026
Q1 		$377 Buy
+11
New +$394 ﹤0.01% 2962

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Sowa Financial Group
Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Root Financial Partners's FELV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q3 2026: 597 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FELV as recently as Q1 2026.

Root Financial Partners first reported a position in FELV in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • Root Financial Partners held 597 shares of Fidelity Enhanced Large Cap Value ETF worth $24.7K as of Q3 2026.
  • Fidelity Enhanced Large Cap Value ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1444 holding.
  • Root Financial Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.