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SHP Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

SHP Wealth Management’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 		$54.4K Buy
1,557
+20
+1% +$716 ﹤0.01% 474
2025
Q4 		$53.3K Buy
+1,537
New +$52.2K ﹤0.01% 462

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 $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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

SHP Wealth Management's FELV Position: Q1 2026 in Review

SHP Wealth Management increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 1.3% in Q1 2026, buying an estimated $716 and bringing the position to 1,557 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

SHP Wealth Management first reported a position in FELV in Q4 2025 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

  • SHP Wealth Management held 1,557 shares of Fidelity Enhanced Large Cap Value ETF worth $54.4K as of Q1 2026.
  • SHP Wealth Management bought 20 Fidelity Enhanced Large Cap Value ETF shares in Q1 2026, an estimated $716.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #474 holding.
  • SHP Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.