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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$33.09 +0.52 (+1.60%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$33.10 +0.01 (+0.05%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$383.17M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$9.97M
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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
8/15/2025 Northeast Financial Consultants Inc6,973$222K0.0%-6.3%0.010%
8/15/2025 Captrust Financial Advisors16,877$536K0.0%-12.1%0.023%
8/14/2025 Raymond James Financial Inc.126,084$4.01M0.0%+86.8%0.173%
8/14/2025 NewEdge Advisors LLC44,531$1.42M0.0%-18.1%0.061%
8/14/2025 Cerity Partners LLC6,708$213K0.0%N/A0.009%
8/13/2025 EverSource Wealth Advisors LLC919$29K0.0%-69.1%0.001%
8/13/2025 Lido Advisors LLC7,941$252K0.0%-5.2%0.011%
8/13/2025 Northwestern Mutual Wealth Management Co.10,595$337K0.0%+12.7%0.015%
8/12/2025 J.W. Cole Advisors Inc.107,524$3.42M0.1%-2.2%0.148%
8/12/2025 NFP Retirement Inc.20,449$650K0.0%+4.6%0.028%
8/8/2025 Cetera Investment Advisers141,229$4.49M0.0%+815.9%0.194%
8/8/2025 Creative Planning17,049$542K0.0%+2.9%0.023%
8/8/2025 Advisory Resource Group158,996$5.05M1.0%+8.0%0.218%
8/8/2025 Independence Financial Advisors LLC873,531$27.75M10.8%+2,794.7%1.200%
8/7/2025 Weil Company Inc.253,501$8.05M2.1%N/A0.348%
8/6/2025 Commonwealth Equity Services LLC1,727,871$54.89M0.1%+22.8%2.374%
8/1/2025 James Investment Research Inc.18,937$602K0.1%+7.8%0.026%
8/1/2025 Envestnet Asset Management Inc.842,672$26.77M0.0%+25.9%1.158%
7/30/2025 Bogart Wealth LLC2,069$66K0.0%N/A0.003%
7/29/2025 Sowa Financial Group Inc.609,518$19.36M12.1%+12.5%0.837%
7/29/2025 Stratos Wealth Partners LTD.202,687$6.44M0.1%-30.2%0.278%
7/29/2025 Harbor Asset Planning Inc.20,328$646K0.6%N/A0.028%
7/25/2025 Ball & Co Wealth Management Inc.17,125$544K0.6%-34.5%0.024%
7/24/2025 Leo Wealth LLC8,084$257K0.0%N/A0.011%
7/22/2025 Valeo Financial Advisors LLC6,522$207K0.0%N/A0.009%
7/22/2025 Wealthcare Advisory Partners LLC9,900$315K0.0%N/A0.014%
7/21/2025 Ameritas Advisory Services LLC4,426$141K0.0%N/A0.006%
7/16/2025 Processus Wealth & Capital Management LLC77,638$2.47M1.9%-2.1%0.107%
7/16/2025 Vestia Personal Wealth Advisors34,918$1.11M0.7%-3.3%0.048%
7/15/2025 FMA Wealth Management LLC7,108$226K0.2%N/A0.010%
7/14/2025 CRA Financial Services LLC23,035$732K0.1%-1.5%0.032%
7/11/2025 Farther Finance Advisors LLC2,625$83K0.0%+3,650.0%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC9,675$312K0.0%+12.8%0.013%
7/7/2025 Roxbury Financial LLC9,865$313K0.3%+3.5%0.014%
5/20/2025 Focus Partners Wealth7,652$235K0.0%N/A0.011%
5/16/2025 Goldman Sachs Group Inc.75,930$2.33M0.0%+27.8%0.104%
5/16/2025 NewEdge Advisors LLC54,398$1.67M0.0%+10,779.6%0.075%
5/16/2025 Integrated Wealth Concepts LLC7,498$230K0.0%+14.0%0.010%
5/15/2025 Royal Bank of Canada147,474$4.53M0.0%+113.0%0.204%
5/15/2025 Clarity Asset Management Inc.15,014$462K0.3%N/A0.021%
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5/14/2025 PKS Advisory Services LLC33,955$1.04M0.3%N/A0.047%
5/14/2025 Northwestern Mutual Wealth Management Co.9,399$289K0.0%+42.4%0.013%
5/14/2025 Kestra Advisory Services LLC291,151$8.95M0.0%-8.9%0.402%
5/13/2025 Kovitz Investment Group Partners LLC12,655$389K0.0%+19.0%0.017%
5/13/2025 NFP Retirement Inc.19,558$601K0.0%+10.3%0.027%
5/12/2025 Everett Harris & Co. CA11,575$356K0.0%-50.0%0.016%
5/12/2025 WBH Advisory Inc.18,483$568K0.1%-15.2%0.026%
5/9/2025 Ball & Co Wealth Management Inc.26,159$804K0.9%+4.8%0.036%
5/9/2025 Commonwealth Equity Services LLC1,406,520$43.24M0.1%+21.3%1.943%
5/8/2025 Harbour Investments Inc.15,578$479K0.0%+12.0%0.022%
5/8/2025 Independence Financial Advisors LLC30,177$928K0.4%N/A0.042%
5/7/2025 LPL Financial LLC441,984$13.59M0.0%+30.0%0.611%
5/6/2025 Cetera Investment Advisers15,420$474K0.0%+134.2%0.021%
5/6/2025 AE Wealth Management LLC5,324$164K0.0%-9.8%0.007%
5/5/2025 J.W. Cole Advisors Inc.109,994$3.38M0.1%+16.2%0.152%
5/5/2025 Private Advisor Group LLC81,589$2.51M0.0%+15.3%0.113%
5/2/2025 James Investment Research Inc.17,564$540K0.1%+19.6%0.024%
5/2/2025 Larson Financial Group LLC18,606$572K0.0%-5.5%0.026%
4/30/2025 Stratos Wealth Partners LTD.290,588$8.93M0.1%+85.0%0.409%
4/29/2025 Envestnet Asset Management Inc.669,212$20.57M0.0%+2,448.7%0.943%
4/28/2025 North Capital Inc.8,694$267K0.3%N/A0.012%
4/24/2025 Sunbelt Securities Inc.46,442$1.43M0.1%-3.0%0.065%
4/22/2025 Cambridge Investment Research Advisors Inc.100,874$3.10M0.0%+15.4%0.142%
4/21/2025 Cherry Tree Wealth Management LLC3,640$112K0.0%N/A0.005%
4/21/2025 Advisory Resource Group147,222$4.53M0.9%-4.5%0.207%
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%
3/6/2025 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%
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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%
(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, 103 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 ($54.89M), Independence Financial Advisors LLC ($27.75M), Envestnet Asset Management Inc. ($26.77M), Sowa Financial Group Inc. ($19.36M), LPL Financial LLC ($13.59M), and Kestra Advisory Services LLC ($8.95M).Learn more on Fidelity Enhanced Large Cap Value ETF's institutional investors.

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

Of the 91 institutional investors that purchased Fidelity Enhanced Large Cap Value ETF's 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 ($1.29M), Independence Financial Advisors LLC ($873.53K), Envestnet Asset Management Inc. ($816.42K), Sowa Financial Group Inc. ($609.52K), Stratos Wealth Partners LTD. ($290.59K), and Lincoln National Corp ($281.57K).

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

Institutional investors have bought a total of 12,472,635 shares in the last 24 months. This purchase volume represents approximately $383.17M in transactions.

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

Of the 33 institutional investors that sold Fidelity Enhanced Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stratos Wealth Partners LTD. ($87.90K), Envestnet Asset Management Inc. ($38.01K), Kestra Advisory Services LLC ($28.60K), WBH Advisory Inc. ($24.29K), EP Wealth Advisors LLC ($15.56K), OLD Mission Capital LLC ($15.51K), and Jane Street Group LLC ($12.49K).

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

Institutional investors have sold a total of 321,049 shares in the last 24 months. This volume of shares sold represents approximately $9.97M in transactions.



This page (NYSEARCA:FELV) was last updated on 8/25/2025 by MarketBeat.com Staff
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