Vestia Personal Wealth Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Vestia Personal Wealth 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
2026 Q2	$1.3M	Sell	32,345 -1,368	-4%	-$52.4K	0.51%	31
2026 Q1	$1.18M	Sell	33,713 -433	-1%	-$15.5K	0.55%	32
2025 Q4	$1.22M	Buy	34,146 +493	+1%	+$16.8K	0.62%	31
2025 Q3	$1.13M	Sell	33,653 -1,265	-4%	-$41.2K	0.65%	30
2025 Q2	$1.11M	Sell	34,918 -1,186	-3%	-$35.9K	0.76%	29
2025 Q1	$1.11M	Sell	36,104 -175	-0.5%	-$5.47K	0.88%	24
2024 Q4	$1.11M	Sell	36,279 -1,013	-3%	-$31.9K	0.91%	21
2024 Q3	$1.15M	Sell	37,292 -20	-0.1%	-$594	1.09%	20
2024 Q2	$1.07M	Buy	+37,312	New	+$1.06M	1.14%	19

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

SFG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vestia Personal Wealth Advisors's FELV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 4.1% in Q2 2026, selling an estimated $52.4K and leaving 32,345 shares worth $1.3M. The position accounts for 0.51% of the portfolio, ranked #31.

Vestia Personal Wealth Advisors first reported a position in FELV in Q2 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Vestia Personal Wealth Advisors held 32,345 shares of Fidelity Enhanced Large Cap Value ETF worth $1.3M as of Q2 2026.
Vestia Personal Wealth Advisors sold 1,368 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $52.4K.
Fidelity Enhanced Large Cap Value ETF made up 0.51% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Vestia Personal Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.