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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

$28.81
-0.16 (-0.55%)
(As of 02:56 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$35.91M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$182.73K
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FELV Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/29/2024Commonwealth 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%
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%
4/22/2024 Essex Private Wealth Management LLC58,937$1.72M4.9%+0.9%0.000%
4/17/2024 Private 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%
2/9/2024 Advisory Services Network LLC11,260$302K0.0%N/A0.000%
2/9/2024 Mark Sheptoff Financial Planning LLC6,061$163K0.1%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.53,983$1.45M0.0%N/A0.000%
2/8/2024 AAF Wealth Management LLC9,621$258K0.2%N/A0.000%
2/7/2024 Principal Securities Inc.2,946$79K0.0%N/A0.000%
2/7/2024 Concourse Financial Group Securities Inc.2,642$71K0.0%N/A0.000%
2/6/2024 Lincoln National Corp281,573$7.56M0.1%N/A0.000%
2/6/2024 Private Advisor Group LLC14,914$400K0.0%N/A0.000%
2/6/2024 Creative Capital Management Investments LLC1,299$35K0.0%N/A0.000%
2/6/2024 Essex Financial Services Inc.42,771$1.15M0.1%N/A0.000%
2/1/2024 Larson Financial Group LLC29,198$784K0.1%N/A0.000%
2/1/2024 CRA Financial Services LLC28,239$758K0.2%N/A0.000%
1/31/2024 J.W. Cole Advisors Inc.89,092$2.39M0.1%N/A0.000%
1/31/2024 Key Financial Inc2,846$76K0.0%N/A0.000%
1/30/2024 Investment Advisory Group LLC24,701$663K0.3%N/A0.000%
1/29/2024 Outlook Wealth Advisors LLC7,578$203K0.1%N/A0.000%
1/29/2024 Essex Private Wealth Management LLC58,386$1.57M4.9%N/A0.000%
1/24/2024 Allworth Financial LP10,774$289K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC4,243$114K0.0%N/A0.000%
1/23/2024 Carmichael Hill & Associates Inc.1,282$34K0.0%N/A0.000%
1/23/2024 Cordant Inc.1,888$51K0.0%N/A0.000%
1/22/2024 Bensler LLC15,025$403K0.1%N/A0.000%
1/18/2024 Traynor Capital Management Inc.17,508$470K0.0%N/A0.000%
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(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, 34 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($19.90M), Lincoln National Corp ($8.07M), J.W. Cole Advisors Inc. ($2.59M), Essex Private Wealth Management LLC ($1.72M), Cambridge Investment Research Advisors Inc. ($1.61M), Essex Financial Services Inc. ($1.29M), and Larson Financial Group LLC ($784K).Learn more on FELV's institutional investors.

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

Of the 33 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: Commonwealth Equity Services LLC ($498.99K), Lincoln National Corp ($281.57K), J.W. Cole Advisors Inc. ($89.09K), Essex Private Wealth Management LLC ($58.94K), Cambridge Investment Research Advisors Inc. ($55.03K), Essex Financial Services Inc. ($44.08K), and Larson Financial Group LLC ($29.20K).

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

Institutional investors have bought a total of 1,290,666 shares in the last 24 months. This purchase volume represents approximately $35.91M in transactions.

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

The following institutional investors have sold Fidelity Enhanced Large Cap Value ETF stock in the last 24 months: Lincoln National Corp ($5.08K), Sunbelt Securities Inc. ($816.00), and J.W. Cole Advisors Inc. ($362.00).

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

Institutional investors have sold a total of 6,258 shares in the last 24 months. This volume of shares sold represents approximately $182.73K in transactions.


This page (NYSEARCA:FELV) was last updated on 5/22/2024 by MarketBeat.com Staff

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