Fidelity Enhanced Large Cap Value ETF $FELV is Independence Financial Advisors LLC’s 2nd Largest Position

Independence Financial Advisors LLC increased its position in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV) by 3.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 949,124 shares of the company’s stock after purchasing an additional 32,828 shares during the period. Fidelity Enhanced Large Cap Value ETF accounts for about 9.0% of Independence Financial Advisors LLC’s holdings, making the stock its 2nd biggest holding. Independence Financial Advisors LLC owned approximately 1.29% of Fidelity Enhanced Large Cap Value ETF worth $32,897,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Creative Planning boosted its holdings in Fidelity Enhanced Large Cap Value ETF by 2.9% in the 2nd quarter. Creative Planning now owns 17,049 shares of the company’s stock valued at $542,000 after purchasing an additional 483 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in shares of Fidelity Enhanced Large Cap Value ETF by 3.4% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 16,177 shares of the company’s stock worth $542,000 after buying an additional 538 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Fidelity Enhanced Large Cap Value ETF by 6.7% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 11,306 shares of the company’s stock worth $379,000 after buying an additional 711 shares during the last quarter. Founders Financial Alliance LLC purchased a new stake in shares of Fidelity Enhanced Large Cap Value ETF during the 3rd quarter valued at approximately $25,000. Finally, Holos Integrated Wealth LLC purchased a new stake in shares of Fidelity Enhanced Large Cap Value ETF during the 4th quarter valued at approximately $31,000.

Fidelity Enhanced Large Cap Value ETF Stock Performance

FELV opened at $34.91 on Wednesday. The stock has a market capitalization of $2.61 billion, a PE ratio of 18.67 and a beta of 0.86. Fidelity Enhanced Large Cap Value ETF has a one year low of $26.48 and a one year high of $36.95. The business’s 50 day moving average price is $35.88 and its 200 day moving average price is $34.76.

About Fidelity Enhanced Large Cap Value ETF

The Fidelity Enhanced Large Cap Value ETF (FELV) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed, investing in large-cap value stocks belonging to a broad US equity value index. The fund aims for growth of capital FELV was launched on Apr 19, 2007 and is issued by Fidelity.