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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

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+0.02 (+0.07%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$20.97M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$23.83K
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FELV Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/28/2024EP Wealth Advisors LLC4,212$113K0.0%N/A0.000%
2/13/2024Exencial Wealth Advisors LLC12,464$335K0.0%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp19,970$536K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC11,260$302K0.0%N/A0.000%
2/9/2024Mark 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%
2/8/2024AAF Wealth Management LLC9,621$258K0.2%N/A0.000%
2/7/2024Principal Securities Inc.2,946$79K0.0%N/A0.000%
2/7/2024Concourse Financial Group Securities Inc.2,642$71K0.0%N/A0.000%
2/6/2024Lincoln National Corp281,573$7.56M0.1%N/A0.000%
2/6/2024Private 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%
2/1/2024Larson Financial Group LLC29,198$784K0.1%N/A0.000%
2/1/2024 CRA Financial Services LLC28,239$758K0.2%N/A0.000%
1/31/2024J.W. Cole Advisors Inc.89,092$2.39M0.1%N/A0.000%
1/31/2024Key Financial Inc2,846$76K0.0%N/A0.000%
1/30/2024Investment 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%
1/24/2024Allworth 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%
1/22/2024Bensler LLC15,025$403K0.1%N/A0.000%
1/18/2024 Traynor Capital Management Inc.17,508$470K0.0%N/A0.000%
(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, 31 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were Lincoln National Corp ($7.56M), J.W. Cole Advisors Inc. ($2.39M), Essex Private Wealth Management LLC ($1.72M), Cambridge Investment Research Advisors Inc. ($1.61M), Essex Financial Services Inc. ($1.29M), Larson Financial Group LLC ($784K), and CRA Financial Services LLC ($758K).Learn more on FELV's institutional investors.

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

Of the 30 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: 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), Larson Financial Group LLC ($29.20K), and CRA Financial Services LLC ($28.24K).

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

Institutional investors have bought a total of 778,871 shares in the last 24 months. This purchase volume represents approximately $20.97M 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: Sunbelt Securities Inc. ($816.00).

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

Institutional investors have sold a total of 816 shares in the last 24 months. This volume of shares sold represents approximately $23.83K in transactions.


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This page (NYSEARCA:FELV) was last updated on 4/28/2024 by MarketBeat.com Staff

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