RFP
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
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 $2.3T 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

Root Financial Partners's FELV Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026, closing a stake of 11 shares — an estimated $377 sold.

Root Financial Partners first reported a position in FELV in Q1 2026 and held it in 1 quarter. The position peaked at $377 in Q1 2026. 187 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $377.
  • Root Financial Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fidelity Enhanced Large Cap Value ETF position peaked at $377 in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.