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Wealthspire Advisors (New York)’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-45
Closed -$1.51K – 1657
2025
Q3 		$1.51K Buy
+45
New +$1.47K ﹤0.01% 2674

Other funds holding FELV

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AF
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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
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s FELV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 45 shares — an estimated $1.51K sold.

Wealthspire Advisors (New York) first reported a position in FELV in Q3 2025 and held it in 1 quarter. The position peaked at $1.51K in Q3 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 45 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $1.51K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity Enhanced Large Cap Value ETF position peaked at $1.51K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.