Wealthcare Advisory Partners’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Wealthcare Advisory 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	$439K	Buy	10,948 +11	+0.1%	+$421	0.01%	748
2026 Q1	$382K	Buy	10,937 +15	+0.1%	+$537	0.01%	792
2025 Q4	$379K	Buy	10,922 +13	+0.1%	+$442	0.01%	787
2025 Q3	$366K	Buy	10,909 +1,009	+10%	+$32.9K	0.01%	774
2025 Q2	$315K	Buy	+9,900	New	+$300K	0.01%	775

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 $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 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

Wealthcare Advisory Partners's FELV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.1% in Q2 2026, buying an estimated $421 and bringing the position to 10,948 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #748.

Wealthcare Advisory Partners first reported a position in FELV in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Wealthcare Advisory Partners held 10,948 shares of Fidelity Enhanced Large Cap Value ETF worth $439K as of Q2 2026.
Wealthcare Advisory Partners bought 11 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $421.
Fidelity Enhanced Large Cap Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #748 holding.
Wealthcare Advisory Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.