FELV β€” FIDELITY ENHANCED LARGE CAP VALUE ETF

Ownership history in Financial Freedom, LLC  Β·  8 quarters on record

AI Ownership Summary

Financial Freedom, LLC reported FIDELITY ENHANCED LARGE CAP VALUE ETF (FELV) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows FELV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Freedom, LLC's position in FIDELITY ENHANCED LARGE CAP VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FELV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Freedom, LLC held FELV β€” position size vs. price
% of Fund (quarterly)    FELV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 566 +3 +0.5% 0.01% $19K 2025-11-13 $33.55
2025 Q2 ADDED 563 +2 +0.4% 0.01% $18K 2025-08-13 $32.20
2025 Q1 ADDED 561 +3 +0.5% 0.01% $17K 2025-04-18 $28.24
2024 Q4 ADDED 558 +3 +0.5% 0.01% $17K 2025-01-16 $30.58
2024 Q3 ADDED 555 +2 +0.4% 0.01% $17K 2024-10-29 $30.21
2024 Q2 ADDED 553 +1 +0.2% 0.01% $16K 2024-07-23 $28.53
2024 Q1 ADDED 552 +6 +1.1% 0.01% $16K 2024-04-24 $27.33
2023 Q4 INITIATED 546 β€” β€” 0.01% $15K 2024-01-24 $25.64

FAQ About Financial Freedom, LLC and FELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Freedom, LLC reported owning FELV?

Financial Freedom, LLC reported FELV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FELV position in Financial Freedom, LLC's portfolio?

The largest reported portfolio weight for FELV was 0.01% in 2025 Q1.

What is the latest reported FELV position on this page?

The most recent filing on this page is 2025 Q3, when Financial Freedom, LLC reported 566 shares, equal to 0.01% of portfolio, with an estimated market value of $19K.

What does the chart on this FELV ownership page compare?

The chart compares Financial Freedom, LLC's quarterly FELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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