SF
FELV icon

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

Summit Financial’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 		$361K Hold
9,000
– – ﹤0.01% 1235
2026
Q1 		$314K Buy
+9,000
New +$322K ﹤0.01% 1171

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

Summit Financial's FELV Position: Q2 2026 in Review

Summit Financial held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2026 at 9,000 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Summit Financial first reported a position in FELV in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Summit Financial held 9,000 shares of Fidelity Enhanced Large Cap Value ETF worth $361K as of Q2 2026.
  • Summit Financial left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q2 2026.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1235 holding.
  • Summit Financial first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.