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Semmax Financial Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Semmax Financial Advisors’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
2025
Q2 		$642 Hold
20
– – ﹤0.01% 377
2025
Q1 		$604 Buy
+20
New +$625 ﹤0.01% 376

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Semmax Financial Advisors's FELV Position: Q2 2025 in Review

Semmax Financial Advisors held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2025 at 20 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Semmax Financial Advisors first reported a position in FELV in Q1 2025 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold FELV as of Q2 2025.

  • Semmax Financial Advisors held 20 shares of Fidelity Enhanced Large Cap Value ETF worth $642 as of Q2 2025.
  • Semmax Financial Advisors left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q2 2025.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #377 holding.
  • Semmax Financial Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.