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On this page, we present all of the funds holding FELV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FELV, with a link to that fund's top holdings. The next columns
indicate the amount of FELV stock held by each of the funds holding FELV, followed by the FELV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 81 funds holding FELV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by FMR LLC. For more details on the positions held by FMR LLC
(or by any of the other funds holding FELV), click the fund name in the "Holder" column of the funds-holding-FELV table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
FMR LLC | 8,928,770 | $239,737 | 12/31/2023 | FELV | 8,928,770 | $239,737 | 12/31/2023 | Commonwealth Equity Services LLC | 681,349 | $19,895 | 03/31/2024 | FELV | 681,349 | $19,895 | 03/31/2024 | Lincoln National Corp | 276,493 | $8,074 | 03/31/2024 | FELV | 276,493 | $8,074 | 03/31/2024 | Susquehanna International Group LLP | 190,099 | $5,104 | 12/31/2023 | FELV | 190,099 | $5,104 | 12/31/2023 | Kestra Advisory Services LLC | 169,829 | $4,560 | 12/31/2023 | FELV | 169,829 | $4,560 | 12/31/2023 | Royal Bank of Canada | 107,783 | $2,894 | 12/31/2023 | FELV | 107,783 | $2,894 | 12/31/2023 | J.W. Cole Advisors Inc. | 88,730 | $2,591 | 03/31/2024 | FELV | 88,730 | $2,591 | 03/31/2024 | Processus Wealth & Capital Management LLC | 80,401 | $2,348 | 03/31/2024 | FELV | 80,401 | $2,348 | 03/31/2024 | Advisor Group Holdings Inc. | 76,249 | $2,047 | 12/31/2023 | FELV | 76,249 | $2,047 | 12/31/2023 | Essex Private Wealth Management LLC | 58,937 | $1,721 | 03/31/2024 | FELV | 58,937 | $1,721 | 03/31/2024 | Baird Financial Group Inc. | 60,575 | $1,626 | 12/31/2023 | FELV | 60,575 | $1,626 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 55,032 | $1,607 | 03/31/2024 | FELV | 55,032 | $1,607 | 03/31/2024 | LPL Financial LLC | 50,217 | $1,348 | 12/31/2023 | FELV | 50,217 | $1,348 | 12/31/2023 | Essex Financial Services Inc. | 44,077 | $1,287 | 03/31/2024 | FELV | 44,077 | $1,287 | 03/31/2024 | WBH Advisory Inc. | 42,474 | $1,240 | 03/31/2024 | FELV | 42,474 | $1,240 | 03/31/2024 | Envestnet Asset Management Inc. | 35,739 | $960 | 12/31/2023 | FELV | 35,739 | $960 | 12/31/2023 | Larson Financial Group LLC | 28,941 | $845 | 03/31/2024 | FELV | 28,941 | $845 | 03/31/2024 | CRA Financial Services LLC | 28,293 | $826 | 03/31/2024 | FELV | 28,293 | $826 | 03/31/2024 | Investment Advisory Group LLC | 26,203 | $765 | 03/31/2024 | FELV | 26,203 | $765 | 03/31/2024 | Jane Street Group LLC | 28,346 | $761 | 12/31/2023 | FELV | 28,346 | $761 | 12/31/2023 | Sunbelt Securities Inc. | 25,612 | $748 | 03/31/2024 | FELV | 25,612 | $748 | 03/31/2024 | Raymond James & Associates | 23,036 | $673 | 03/31/2024 | FELV | 23,036 | $673 | 03/31/2024 | Peapack Gladstone Financial Corp | 19,970 | $536 | 12/31/2023 | FELV | 19,970 | $536 | 12/31/2023 | Private Advisor Group LLC | 14,932 | $436 | 03/31/2024 | FELV | 14,932 | $436 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 14,770 | $431 | 03/31/2024 | FELV | 14,770 | $431 | 03/31/2024 | Clearstead Advisors LLC | 15,184 | $408 | 12/31/2023 | FELV | 15,184 | $408 | 12/31/2023 | Morgan Stanley | 15,014 | $403 | 12/31/2023 | FELV | 15,014 | $403 | 12/31/2023 | Stonegate Investment Group LLC | 13,558 | $396 | 03/31/2024 | FELV | 13,558 | $396 | 03/31/2024 | Captrust Financial Advisors | 14,610 | $392 | 12/31/2023 | FELV | 14,610 | $392 | 12/31/2023 | Bensler LLC | 13,343 | $390 | 03/31/2024 | FELV | 13,343 | $390 | 03/31/2024 | Citadel Advisors LLC | 13,656 | $367 | 12/31/2023 | FELV | 13,656 | $367 | 12/31/2023 | Creative Planning | 13,487 | $362 | 12/31/2023 | FELV | 13,487 | $362 | 12/31/2023 | Exencial Wealth Advisors LLC | 12,464 | $335 | 12/31/2023 | FELV | 12,464 | $335 | 12/31/2023 | Citigroup Inc. | 11,429 | $307 | 12/31/2023 | FELV | 11,429 | $307 | 12/31/2023 | Advisory Services Network LLC | 11,260 | $302 | 12/31/2023 | FELV | 11,260 | $302 | 12/31/2023 | Modera Wealth Management LLC | 10,516 | $282 | 12/31/2023 | FELV | 10,516 | $282 | 12/31/2023 | AAFCPAs Wealth Management LLC | 9,621 | $258 | 12/31/2023 | FELV | 9,621 | $258 | 12/31/2023 | Sittner & Nelson LLC | 9,595 | $258 | 12/31/2023 | FELV | 9,595 | $258 | 12/31/2023 | GSB Wealth Management LLC | 8,677 | $253 | 03/31/2024 | FELV | 8,677 | $253 | 03/31/2024 | MML Investors Services LLC | 9,212 | $247 | 12/31/2023 | FELV | 9,212 | $247 | 12/31/2023 | Lifeworks Advisors LLC | 9,044 | $243 | 12/31/2023 | FELV | 9,044 | $243 | 12/31/2023 | AE Wealth Management LLC | 8,946 | $242 | 12/31/2023 | FELV | 8,946 | $242 | 12/31/2023 | Outlook Wealth Advisors LLC | 7,652 | $223 | 03/31/2024 | FELV | 7,652 | $223 | 03/31/2024 | Nwam LLC | 7,859 | $211 | 12/31/2023 | FELV | 7,859 | $211 | 12/31/2023 | Mark Sheptoff Financial Planning LLC | 6,061 | $163 | 12/31/2023 | FELV | 6,061 | $163 | 12/31/2023 | Rise Advisors LLC | 3,946 | $115 | 03/31/2024 | FELV | 3,946 | $115 | 03/31/2024 | EP Wealth Advisors LLC | 4,212 | $113 | 12/31/2023 | FELV | 4,212 | $113 | 12/31/2023 | Steward Partners Investment Advisory LLC | 3,929 | $105 | 12/31/2023 | FELV | 3,929 | $105 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 3,534 | $95 | 12/31/2023 | FELV | 3,534 | $95 | 12/31/2023 | Principal Securities Inc. | 2,946 | $79 | 12/31/2023 | FELV | 2,946 | $79 | 12/31/2023 | Proequities Inc. | 2,642 | $77 | 03/31/2024 | FELV | 2,642 | $77 | 03/31/2024 | Key Financial Inc | 2,846 | $76 | 03/31/2024 | FELV | 2,846 | $76 | 03/31/2024 | Private Ocean LLC | 2,220 | $65 | 03/31/2024 | FELV | 2,220 | $65 | 03/31/2024 | Allworth Financial LP | 2,020 | $59 | 03/31/2024 | FELV | 2,020 | $59 | 03/31/2024 | Cordant Inc. | 1,907 | $56 | 03/31/2024 | FELV | 1,907 | $56 | 03/31/2024 | CWM LLC | 1,765 | $52 | 03/31/2024 | FELV | 1,765 | $52 | 03/31/2024 | North Star Investment Management Corp. | 1,647 | $48 | 03/31/2024 | FELV | 1,647 | $48 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 1,488 | $40 | 12/31/2023 | FELV | 1,488 | $40 | 12/31/2023 | Bank of Montreal Can | 1,453 | $39 | 12/31/2023 | FELV | 1,453 | $39 | 12/31/2023 | Creative Capital Management Investments LLC | 1,311 | $38 | 03/31/2024 | FELV | 1,311 | $38 | 03/31/2024 | Carmichael Hill & Associates Inc. | 1,282 | $37 | 03/31/2024 | FELV | 1,282 | $37 | 03/31/2024 | UBS Group AG | 1,078 | $29 | 12/31/2023 | FELV | 1,078 | $29 | 12/31/2023 | GWM Advisors LLC | 1,097 | $29 | 12/31/2023 | FELV | 1,097 | $29 | 12/31/2023 | Wells Fargo & Company MN | 920 | $25 | 12/31/2023 | FELV | 920 | $25 | 12/31/2023 | US Bancorp DE | 791 | $21 | 12/31/2023 | FELV | 791 | $21 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 568 | $17 | 03/31/2024 | FELV | 568 | $17 | 03/31/2024 | Financial Freedom LLC | 552 | $16 | 03/31/2024 | FELV | 552 | $16 | 03/31/2024 | Carolinas Wealth Consulting LLC | 596 | $16 | 12/31/2023 | FELV | 596 | $16 | 12/31/2023 | Harbour Investments Inc. | 575 | $15 | 12/31/2023 | FELV | 575 | $15 | 12/31/2023 | Franklin Resources Inc. | 395 | $11 | 12/31/2023 | FELV | 395 | $11 | 12/31/2023 | AdvisorNet Financial Inc | 325 | $9 | 03/31/2024 | FELV | 325 | $9 | 03/31/2024 | Capital Advisors Ltd. LLC | 291 | $8 | 03/31/2024 | FELV | 291 | $8 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 286 | $8 | 03/31/2024 | FELV | 286 | $8 | 03/31/2024 | IFP Advisors Inc | 280 | $8 | 12/31/2023 | FELV | 280 | $8 | 12/31/2023 | CKW Financial Group | 236 | $7 | 03/31/2024 | FELV | 236 | $7 | 03/31/2024 | JPMorgan Chase & Co. | 253 | $7 | 12/31/2023 | FELV | 253 | $7 | 12/31/2023 | Mather Group LLC. | 137 | $4 | 03/31/2024 | FELV | 137 | $4 | 03/31/2024 | Asset Dedication LLC | 92 | $3 | 03/31/2024 | FELV | 92 | $3 | 03/31/2024 | Newbridge Financial Services Group Inc. | 66 | $2 | 03/31/2024 | FELV | 66 | $2 | 03/31/2024 | Farther Finance Advisors LLC | 70 | $2 | 12/31/2023 | FELV | 70 | $2 | 12/31/2023 | HBC Financial Services PLLC | 20 | $1 | 12/31/2023 | FELV | 20 | $1 | 12/31/2023 | Iron Horse Wealth Management LLC | 1 | $0 | 03/31/2024 | FELV | 1 | $0 | 03/31/2024 |
See Summary: Institutional Holders of FELV
See Details: Top 10 Hedge Funds Holding FELV
Also See: FELV Holdings Changes
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