Free Trial
→ DOGE Social Security bombshell? (From Altimetry) (Ad) Buy FELV Stock  Free FELV Stock Alerts

Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$30.53 +0.08 (+0.27%)
As of 11:51 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$294.84M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.26M
Get FELV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Enhanced Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FELV Institutional Buying and Selling by Quarter

Remove Ads

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 Wood Tarver Financial Group LLC856$26K0.0%N/A0.001%
2/20/2025 Ball & Co Wealth Management Inc.24,963$760K0.6%N/A0.039%
2/18/2025 Sunbelt Securities Inc.47,873$1.46M0.1%-3.4%0.075%
2/17/2025 EP Wealth Advisors LLC5,357$163K0.0%-59.0%0.008%
2/17/2025 Cresset Asset Management LLC6,928$211K0.0%-39.9%0.011%
2/17/2025 Captrust Financial Advisors18,811$573K0.0%-20.5%0.029%
2/14/2025 Mercer Global Advisors Inc. ADV13,467$410K0.0%+22.5%0.021%
2/14/2025 Integrated Wealth Concepts LLC6,575$200K0.0%N/A0.010%
2/13/2025 NFP Retirement Inc.17,725$540K0.0%+76.8%0.028%
2/13/2025 Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/13/2025 FMR LLC11,535,300$351.48M0.0%+188.9%18.086%
2/13/2025 Peapack Gladstone Financial Corp22,268$678K0.0%-3.6%0.035%
2/13/2025 Envestnet Asset Management Inc.26,257$800K0.0%-59.1%0.041%
2/13/2025 Wells Fargo & Company MN8,044$245K0.0%+353.7%0.013%
2/12/2025 OLD Mission Capital LLC18,307$558K0.0%-45.9%0.029%
2/12/2025 CIBC Private Wealth Group LLC9,202$282K0.0%+41.6%0.014%
2/12/2025 RWA Wealth Partners LLC20,019$610K0.0%N/A0.031%
2/11/2025 LPL Financial LLC339,924$10.36M0.0%+32.2%0.533%
2/11/2025 Bestgate Wealth Advisors LLC10,850$331K0.7%N/A0.017%
2/10/2025 Harbour Investments Inc.13,904$424K0.0%+34.3%0.022%
2/10/2025 Commonwealth Equity Services LLC1,159,856$35.34M0.1%+20.2%1.819%
2/10/2025 Avantax Advisory Services Inc.14,608$445K0.0%N/A0.023%
2/10/2025 Farther Finance Advisors LLC4,459$136K0.0%+6,270.0%0.007%
2/7/2025 Larson Financial Group LLC19,683$600K0.0%-29.1%0.031%
2/6/2025 Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/6/2025 Exencial Wealth Advisors LLC7,229$220K0.0%-4.9%0.011%
2/6/2025 Mission Wealth Management LP7,218$220K0.0%N/A0.011%
2/4/2025 Processus Wealth & Capital Management LLC79,050$2.41M1.9%+0.8%0.124%
2/4/2025 Richardson Capital Management LLC3,844$117K0.1%N/A0.006%
2/3/2025 Private Advisor Group LLC70,765$2.16M0.0%+376.3%0.111%
1/31/2025 WBH Advisory Inc.21,797$664K0.1%-49.0%0.034%
1/31/2025 J.W. Cole Advisors Inc.94,631$2.88M0.1%+6.9%0.148%
1/30/2025 James Investment Research Inc.14,689$448K0.1%+24.8%0.023%
1/30/2025 Allworth Financial LP1,515$48K0.0%+4,634.4%0.002%
1/29/2025 Essex Financial Services Inc.47,491$1.45M0.1%-1.3%0.074%
1/28/2025 Advisory Resource Group154,154$4.70M1.0%N/A0.242%
1/27/2025 Vestia Personal Wealth Advisors36,279$1.11M0.8%-2.7%0.057%
1/27/2025 Stratos Wealth Partners LTD.157,100$4.79M0.1%N/A0.246%
1/24/2025 Everett Harris & Co. CA23,150$705K0.0%N/A0.036%
1/22/2025 Bensler LLC9,282$283K0.0%-24.4%0.015%
Musk’s real agenda in D.C. (Ad)

In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…

Here’s the full story.
1/21/2025 GSB Wealth Management LLC7,372$225K0.1%-15.6%0.012%
1/17/2025 Westside Investment Management Inc.828$25K0.0%N/A0.001%
1/17/2025 Investment Advisory Group LLC36,968$1.13M0.4%+37.0%0.058%
1/16/2025 Sowa Financial Group Inc.520,067$15.85M9.9%+39.1%0.815%
1/13/2025 PSI Advisors LLC2,267$69K0.0%N/A0.004%
11/26/2024 Peapack Gladstone Financial Corp23,103$715K0.0%+28.5%0.036%
11/18/2024 Sunbelt Securities Inc.49,557$1.53M0.2%+93.0%0.078%
11/15/2024 MML Investors Services LLC9,440$292K0.0%-3.8%0.015%
11/15/2024 Northeast Financial Consultants Inc7,238$224K0.0%N/A0.011%
11/15/2024 EP Wealth Advisors LLC13,060$404K0.0%-37.6%0.020%
11/15/2024 Jane Street Group LLC13,069$405K0.0%-48.9%0.020%
11/15/2024 Kovitz Investment Group Partners LLC10,587$328K0.0%N/A0.017%
11/15/2024 Mark Sheptoff Financial Planning LLC5,532$171K0.1%-6.1%0.009%
11/13/2024 FMR LLC3,993,236$123.63M0.0%-0.2%6.261%
11/12/2024 Larson Financial Group LLC27,762$860K0.0%-4.5%0.044%
11/5/2024 Harbour Investments Inc.10,354$321K0.0%+9.0%0.016%
11/1/2024 Processus Wealth & Capital Management LLC78,401$2.43M2.0%-3.1%0.123%
10/29/2024 James Investment Research Inc.11,774$365K0.0%N/A0.018%
10/28/2024 US Bancorp DE2,000$62K0.0%-70.9%0.003%
10/24/2024 J.W. Cole Advisors Inc.88,517$2.74M0.1%+2.2%0.139%
10/24/2024 Wealth Enhancement Advisory Services LLC9,438$292K0.0%+6.2%0.015%
10/21/2024 Marino Stram & Associates LLC6,717$208K0.0%N/A0.011%
10/15/2024 Investment Advisory Group LLC26,984$835K0.3%+2.9%0.042%
10/10/2024 Sowa Financial Group Inc.373,804$11.57M7.3%N/A0.586%
10/10/2024 CRA Financial Services LLC26,096$808K0.1%-4.3%0.041%
10/10/2024 Valeo Financial Advisors LLC6,747$209K0.0%N/A0.011%
10/9/2024 Harbor Group Inc.8,827$273K0.1%N/A0.014%
8/19/2024 EP Wealth Advisors LLC20,915$597K0.0%+385.3%0.033%
8/16/2024 Northwestern Mutual Wealth Management Co.3,629$104K0.0%-31.3%0.006%
8/12/2024 Mercer Global Advisors Inc. ADV7,941$227K0.0%N/A0.012%
8/8/2024 J.W. Cole Advisors Inc.86,585$2.47M0.1%-2.4%0.136%
8/2/2024 Birchcreek Wealth Management LLC8,789$251K0.1%N/A0.014%
7/31/2024 Essex Financial Services Inc.48,469$1.38M0.1%+10.0%0.076%
7/31/2024 Commonwealth Equity Services LLC710,890$20.30M0.0%+4.3%1.115%
7/26/2024 Harbour Investments Inc.9,499$271K0.0%+173.4%0.015%
7/26/2024 Bensler LLC12,356$353K0.0%-7.4%0.019%
7/26/2024 Cambridge Investment Research Advisors Inc.49,222$1.41M0.0%-10.6%0.077%
7/24/2024 Processus Wealth & Capital Management LLC80,899$2.31M1.9%+0.6%0.127%
7/22/2024Essex Private Wealth Management LLC58,119$1.66M4.2%-1.4%0.091%
7/16/2024 Wealth Enhancement Advisory Services LLC8,886$254K0.0%-39.8%0.014%
7/12/2024 CRA Financial Services LLC27,269$779K0.2%-3.6%0.043%
7/9/2024 Mather Group LLC.4,652$136K0.0%+3,295.6%0.007%
6/11/2024 EverSource Wealth Advisors LLC5,946$166K0.0%N/A0.009%
5/9/2024 Great Lakes Retirement Inc.9,659$282K0.0%N/A0.015%
5/2/2024 Lincoln National Corp276,493$8.07M0.1%-1.8%0.433%
4/30/2024 J.W. Cole Advisors Inc.88,730$2.59M0.1%-0.4%0.139%
4/30/2024 North Star Investment Management Corp.1,647$48K0.0%N/A0.003%
4/30/2024 Investment Advisory Group LLC26,203$765K0.3%+6.1%0.041%
4/29/2024 Commonwealth Equity Services LLC681,349$19.90M0.0%+273.6%1.067%
4/25/2024 Cambridge Investment Research Advisors Inc.55,032$1.61M0.0%+1.9%0.086%
DOGE Social Security bombshell? (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
4/24/2024 Essex Financial Services Inc.44,077$1.29M0.1%+3.1%0.069%
4/23/2024 Stonegate Investment Group LLC13,558$396K0.0%N/A0.000%
4/22/2024Essex Private Wealth Management LLC58,937$1.72M4.9%+0.9%0.000%
4/17/2024Private Ocean LLC2,220$65K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.25,612$748K0.1%-3.1%0.000%
4/9/2024 Rise Advisors LLC3,946$115K0.1%N/A0.000%
4/5/2024 CWM LLC1,765$52K0.0%N/A0.000%
2/28/2024 EP Wealth Advisors LLC4,212$113K0.0%N/A0.000%
2/13/2024 Exencial Wealth Advisors LLC12,464$335K0.0%N/A0.000%
2/13/2024 Peapack Gladstone Financial Corp19,970$536K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

Remove Ads

FELV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FELV shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were FMR LLC ($351.48M), Commonwealth Equity Services LLC ($35.34M), Sowa Financial Group Inc. ($15.85M), LPL Financial LLC ($10.36M), Lincoln National Corp ($8.07M), Stratos Wealth Partners LTD. ($4.79M), and Advisory Resource Group ($4.70M).Learn more on FELV's institutional investors.

Which institutional investors have been buying Fidelity Enhanced Large Cap Value ETF stock?

Of the 68 institutional investors that purchased Fidelity Enhanced Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($7.54M), Commonwealth Equity Services LLC ($723.63K), Sowa Financial Group Inc. ($520.07K), Lincoln National Corp ($281.57K), Stratos Wealth Partners LTD. ($157.10K), Advisory Resource Group ($154.15K), and Raymond James Financial Inc. ($120.36K).

How much institutional buying is happening at Fidelity Enhanced Large Cap Value ETF?

Institutional investors have bought a total of 10,450,953 shares in the last 24 months. This purchase volume represents approximately $315.10M in transactions.

Which Fidelity Enhanced Large Cap Value ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold Fidelity Enhanced Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($38.01K), WBH Advisory Inc. ($20.98K), EP Wealth Advisors LLC ($15.56K), OLD Mission Capital LLC ($15.51K), Jane Street Group LLC ($12.49K), Larson Financial Group LLC ($9.40K), and FMR LLC ($9.12K).

How much institutional selling is happening at Fidelity Enhanced Large Cap Value ETF?

Institutional investors have sold a total of 173,251 shares in the last 24 months. This volume of shares sold represents approximately $5.26M in transactions.


Related Companies

This page (NYSEARCA:FELV) was last updated on 3/31/2025 by MarketBeat.com Staff
From Our Partners
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Great Society
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored