Westside Investment Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Westside Investment 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 Q2	$5.45K	Buy	+136	New	+$5.21K	﹤0.01%	1234
2025 Q1	–	Sell	-828	Closed	-$25.2K	–	988
2024 Q4	$25.2K	Buy	+828	New	+$26.1K	0.01%	521

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

Westside Investment Management's FELV Position: Q2 2026 in Review

Westside Investment Management opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 136 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in FELV as recently as Q4 2024.

Westside Investment Management first reported a position in FELV in Q4 2024 and has held it in 2 quarters since. The position peaked at $25.2K in Q4 2024. 187 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Westside Investment Management held 136 shares of Fidelity Enhanced Large Cap Value ETF worth $5.45K as of Q2 2026.
Fidelity Enhanced Large Cap Value ETF was a new Westside Investment Management position in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1234 holding.
Westside Investment Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2024 and has held it in 2 quarters since.
Westside Investment Management's Fidelity Enhanced Large Cap Value ETF position peaked at $25.2K in Q4 2024.
187 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.