Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Buy FELV Stock  Free FELV Stock Alerts

Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$28.75 -0.01 (-0.03%)
As of 04/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$295.62M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.27M
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

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
4/16/2025 Wealth Enhancement Advisory Services LLC8,576$264K0.0%-11.5%0.012%
4/16/2025 Sowa Financial Group Inc.541,655$16.65M10.9%+4.2%0.763%
4/14/2025 Investment Advisory Group LLC37,879$1.16M0.4%+2.5%0.053%
4/9/2025 Roxbury Financial LLC9,531$303K0.3%+6,254.0%0.013%
4/8/2025 Parallel Advisors LLC1,150$35K0.0%N/A0.002%
3/6/2025Wood Tarver Financial Group LLC856$26K0.0%N/A0.001%
2/20/2025Ball & Co Wealth Management Inc.24,963$760K0.6%N/A0.039%
2/18/2025Sunbelt Securities Inc.47,873$1.46M0.1%-3.4%0.075%
2/17/2025EP Wealth Advisors LLC5,357$163K0.0%-59.0%0.008%
2/17/2025Cresset Asset Management LLC6,928$211K0.0%-39.9%0.011%
2/17/2025Captrust Financial Advisors18,811$573K0.0%-20.5%0.029%
2/14/2025Mercer Global Advisors Inc. ADV13,467$410K0.0%+22.5%0.021%
2/14/2025Integrated Wealth Concepts LLC6,575$200K0.0%N/A0.010%
2/13/2025NFP Retirement Inc.17,725$540K0.0%+76.8%0.028%
2/13/2025Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/13/2025FMR LLC11,535,300$351.48M0.0%+188.9%18.086%
2/13/2025Peapack Gladstone Financial Corp22,268$678K0.0%-3.6%0.035%
2/13/2025Envestnet Asset Management Inc.26,257$800K0.0%-59.1%0.041%
2/13/2025Wells Fargo & Company MN8,044$245K0.0%+353.7%0.013%
2/12/2025OLD Mission Capital LLC18,307$558K0.0%-45.9%0.029%
2/12/2025CIBC Private Wealth Group LLC9,202$282K0.0%+41.6%0.014%
2/12/2025RWA Wealth Partners LLC20,019$610K0.0%N/A0.031%
2/11/2025LPL Financial LLC339,924$10.36M0.0%+32.2%0.533%
2/11/2025Bestgate Wealth Advisors LLC10,850$331K0.7%N/A0.017%
2/10/2025Harbour Investments Inc.13,904$424K0.0%+34.3%0.022%
2/10/2025Commonwealth Equity Services LLC1,159,856$35.34M0.1%+20.2%1.819%
2/10/2025Avantax 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%
2/7/2025Larson Financial Group LLC19,683$600K0.0%-29.1%0.031%
2/6/2025Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/6/2025Exencial Wealth Advisors LLC7,229$220K0.0%-4.9%0.011%
2/6/2025 Mission Wealth Management LP7,218$220K0.0%N/A0.011%
2/4/2025Processus Wealth & Capital Management LLC79,050$2.41M1.9%+0.8%0.124%
2/4/2025Richardson Capital Management LLC3,844$117K0.1%N/A0.006%
2/3/2025Private Advisor Group LLC70,765$2.16M0.0%+376.3%0.111%
1/31/2025WBH Advisory Inc.21,797$664K0.1%-49.0%0.034%
1/31/2025J.W. Cole Advisors Inc.94,631$2.88M0.1%+6.9%0.148%
1/30/2025James Investment Research Inc.14,689$448K0.1%+24.8%0.023%
1/30/2025Allworth Financial LP1,515$48K0.0%+4,634.4%0.002%
1/29/2025Essex Financial Services Inc.47,491$1.45M0.1%-1.3%0.074%
Trump purposefully forcing markets to crash… (Ad)

Whether you agree with the plan or not doesn’t matter. It’s happening. The only question is – are you ready for it?

Click here to find out how to survive “Trump’s Reset”
1/28/2025Advisory Resource Group154,154$4.70M1.0%N/A0.242%
1/27/2025Vestia Personal Wealth Advisors36,279$1.11M0.8%-2.7%0.057%
1/27/2025Stratos Wealth Partners LTD.157,100$4.79M0.1%N/A0.246%
1/24/2025Everett Harris & Co. CA23,150$705K0.0%N/A0.036%
1/22/2025 Bensler LLC9,282$283K0.0%-24.4%0.015%
1/21/2025 GSB Wealth Management LLC7,372$225K0.1%-15.6%0.012%
1/17/2025Westside 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%
1/13/2025PSI Advisors LLC2,267$69K0.0%N/A0.004%
11/26/2024Peapack Gladstone Financial Corp23,103$715K0.0%+28.5%0.036%
11/18/2024Sunbelt Securities Inc.49,557$1.53M0.2%+93.0%0.078%
11/15/2024MML Investors Services LLC9,440$292K0.0%-3.8%0.015%
11/15/2024Northeast Financial Consultants Inc7,238$224K0.0%N/A0.011%
11/15/2024EP Wealth Advisors LLC13,060$404K0.0%-37.6%0.020%
11/15/2024Jane Street Group LLC13,069$405K0.0%-48.9%0.020%
11/15/2024Kovitz Investment Group Partners LLC10,587$328K0.0%N/A0.017%
11/15/2024Mark Sheptoff Financial Planning LLC5,532$171K0.1%-6.1%0.009%
11/13/2024FMR LLC3,993,236$123.63M0.0%-0.2%6.261%
11/12/2024Larson Financial Group LLC27,762$860K0.0%-4.5%0.044%
11/5/2024Harbour Investments Inc.10,354$321K0.0%+9.0%0.016%
11/1/2024Processus Wealth & Capital Management LLC78,401$2.43M2.0%-3.1%0.123%
10/29/2024James Investment Research Inc.11,774$365K0.0%N/A0.018%
10/28/2024US Bancorp DE2,000$62K0.0%-70.9%0.003%
10/24/2024J.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%
10/21/2024Marino 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%
10/10/2024Valeo Financial Advisors LLC6,747$209K0.0%N/A0.011%
10/9/2024 Harbor Group Inc.8,827$273K0.1%N/A0.014%
8/19/2024EP Wealth Advisors LLC20,915$597K0.0%+385.3%0.033%
8/16/2024Northwestern Mutual Wealth Management Co.3,629$104K0.0%-31.3%0.006%
8/12/2024Mercer Global Advisors Inc. ADV7,941$227K0.0%N/A0.012%
8/8/2024J.W. Cole Advisors Inc.86,585$2.47M0.1%-2.4%0.136%
8/2/2024Birchcreek Wealth Management LLC8,789$251K0.1%N/A0.014%
7/31/2024Essex Financial Services Inc.48,469$1.38M0.1%+10.0%0.076%
7/31/2024Commonwealth Equity Services LLC710,890$20.30M0.0%+4.3%1.115%
7/26/2024Harbour Investments Inc.9,499$271K0.0%+173.4%0.015%
7/26/2024 Bensler LLC12,356$353K0.0%-7.4%0.019%
7/26/2024Cambridge Investment Research Advisors Inc.49,222$1.41M0.0%-10.6%0.077%
7/24/2024Processus 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%
7/9/2024Mather Group LLC.4,652$136K0.0%+3,295.6%0.007%
6/11/2024EverSource Wealth Advisors LLC5,946$166K0.0%N/A0.009%
5/9/2024 Great Lakes Retirement Inc.9,659$282K0.0%N/A0.015%
5/2/2024Lincoln National Corp276,493$8.07M0.1%-1.8%0.433%
My prediction is coming true (Ad)

We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by using a secret we tested against every horrible thing that's happened to our financial system since 1991.

Overall, this secret works with 83% backtested accuracy.
4/30/2024J.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%
4/29/2024Commonwealth Equity Services LLC681,349$19.90M0.0%+273.6%1.067%
4/25/2024Cambridge Investment Research Advisors Inc.55,032$1.61M0.0%+1.9%0.086%
4/24/2024Essex Financial Services Inc.44,077$1.29M0.1%+3.1%0.069%
4/23/2024Stonegate 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%
4/15/2024Sunbelt Securities Inc.25,612$748K0.1%-3.1%0.000%
(Data available from 1/1/2016 forward)

FELV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FELV shares?

During the previous two years, 81 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. ($16.65M), 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 70 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. ($541.66K), 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 10,483,983 shares in the last 24 months. This purchase volume represents approximately $316.11M 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 174,360 shares in the last 24 months. This volume of shares sold represents approximately $5.29M in transactions.


Related Companies

This page (NYSEARCA:FELV) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners
Trump’s Top Secret $9 Trillion AI Superweapon
Jeff Brown spotted Nvidia at $1. Now he’s revealing a new AI superweapon — and the Musk-connected stocks that ...
Brownstone Research | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | 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
DOGE tax surprise
Elon Musk's DOGE agents have some very strange plans for the IRS... Recently, it emerged that our tax auth...
Altimetry | Sponsored
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits...
Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining...
Golden Portfolio | Sponsored