FELV

Fidelity Enhanced Lc Val Etf

Latest period2024 - Q4Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Fidelity Enhanced Lc Val Etf (FELV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Fidelity Enhanced Lc Val Etf (FELV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Fidelity Enhanced Lc Val Etf (FELV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Fidelity Enhanced Lc Val Etf (FELV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Daniel Sowa@Sowa Financial Group, Inc.
Recent Activity
Increased 39.13%
9.93%
$15.846M
520,067 shares@ 30.47 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Increased 37%
0.38%
$1.126M
36,968 shares@ 30.48 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.02%
0.01%
$292,214
9,439 shares@ 30.96 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 0.04%
0.07%
$269,059
8,830 shares@ 30.48 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Increased 0.49%
0.07%
$235,894
7,742 shares@ 30.47 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
0.05%
$204,656
6,717 shares@ 30.47 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.46%
0.06%
$121,650
3,992 shares@ 30.48 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
New Position
0.03%
$69,075
2,267 shares@ 30.47 avg price
Brenda McCombs@Cordant, Inc.
Recent Activity
Increased 0.47%
0.04%
$58,783
1,929 shares@ 30.48 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
New Position
0.01%
$25,229
828 shares@ 30.47 avg price