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 Q1	$377	Buy	+11	New	+$394	﹤0.01%	2962

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

ARG

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

Root Financial Partners's FELV Position: Q1 2026 in Review

Root Financial Partners opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q1 2026: 11 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #2962 among its holdings.

162 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

Root Financial Partners held 11 shares of Fidelity Enhanced Large Cap Value ETF worth $377 as of Q1 2026.
Fidelity Enhanced Large Cap Value ETF was a new Root Financial Partners position in Q1 2026.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2962 holding.
162 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.