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Funds Holding FELV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
FMR LLC8,928,770$239,737 12/31/2023
     FELV8,928,770$239,737 12/31/2023
Commonwealth Equity Services LLC681,349$19,895 03/31/2024
     FELV681,349$19,895 03/31/2024
Lincoln National Corp276,493$8,074 03/31/2024
     FELV276,493$8,074 03/31/2024
Susquehanna International Group LLP190,099$5,104 12/31/2023
     FELV190,099$5,104 12/31/2023
Kestra Advisory Services LLC169,829$4,560 12/31/2023
     FELV169,829$4,560 12/31/2023
Royal Bank of Canada107,783$2,894 12/31/2023
     FELV107,783$2,894 12/31/2023
J.W. Cole Advisors Inc.88,730$2,591 03/31/2024
     FELV88,730$2,591 03/31/2024
Processus Wealth & Capital Management LLC80,401$2,348 03/31/2024
     FELV80,401$2,348 03/31/2024
Advisor Group Holdings Inc.76,249$2,047 12/31/2023
     FELV76,249$2,047 12/31/2023
Essex Private Wealth Management LLC58,937$1,721 03/31/2024
     FELV58,937$1,721 03/31/2024
Baird Financial Group Inc.60,575$1,626 12/31/2023
     FELV60,575$1,626 12/31/2023
Cambridge Investment Research Advisors Inc.55,032$1,607 03/31/2024
     FELV55,032$1,607 03/31/2024
LPL Financial LLC50,217$1,348 12/31/2023
     FELV50,217$1,348 12/31/2023
Essex Financial Services Inc.44,077$1,287 03/31/2024
     FELV44,077$1,287 03/31/2024
WBH Advisory Inc.42,474$1,240 03/31/2024
     FELV42,474$1,240 03/31/2024
Envestnet Asset Management Inc.35,739$960 12/31/2023
     FELV35,739$960 12/31/2023
Larson Financial Group LLC28,941$845 03/31/2024
     FELV28,941$845 03/31/2024
CRA Financial Services LLC28,293$826 03/31/2024
     FELV28,293$826 03/31/2024
Investment Advisory Group LLC26,203$765 03/31/2024
     FELV26,203$765 03/31/2024
Jane Street Group LLC28,346$761 12/31/2023
     FELV28,346$761 12/31/2023
Sunbelt Securities Inc.25,612$748 03/31/2024
     FELV25,612$748 03/31/2024
Raymond James & Associates23,036$673 03/31/2024
     FELV23,036$673 03/31/2024
Peapack Gladstone Financial Corp19,970$536 12/31/2023
     FELV19,970$536 12/31/2023
Private Advisor Group LLC14,932$436 03/31/2024
     FELV14,932$436 03/31/2024
Wealth Enhancement Advisory Services LLC14,770$431 03/31/2024
     FELV14,770$431 03/31/2024
Clearstead Advisors LLC15,184$408 12/31/2023
     FELV15,184$408 12/31/2023
Morgan Stanley15,014$403 12/31/2023
     FELV15,014$403 12/31/2023
Stonegate Investment Group LLC13,558$396 03/31/2024
     FELV13,558$396 03/31/2024
Captrust Financial Advisors14,610$392 12/31/2023
     FELV14,610$392 12/31/2023
Bensler LLC13,343$390 03/31/2024
     FELV13,343$390 03/31/2024
Citadel Advisors LLC13,656$367 12/31/2023
     FELV13,656$367 12/31/2023
Creative Planning13,487$362 12/31/2023
     FELV13,487$362 12/31/2023
Exencial Wealth Advisors LLC12,464$335 12/31/2023
     FELV12,464$335 12/31/2023
Citigroup Inc.11,429$307 12/31/2023
     FELV11,429$307 12/31/2023
Advisory Services Network LLC11,260$302 12/31/2023
     FELV11,260$302 12/31/2023
Modera Wealth Management LLC10,516$282 12/31/2023
     FELV10,516$282 12/31/2023
AAFCPAs Wealth Management LLC9,621$258 12/31/2023
     FELV9,621$258 12/31/2023
Sittner & Nelson LLC9,595$258 12/31/2023
     FELV9,595$258 12/31/2023
GSB Wealth Management LLC8,677$253 03/31/2024
     FELV8,677$253 03/31/2024
MML Investors Services LLC9,212$247 12/31/2023
     FELV9,212$247 12/31/2023
Lifeworks Advisors LLC9,044$243 12/31/2023
     FELV9,044$243 12/31/2023
AE Wealth Management LLC8,946$242 12/31/2023
     FELV8,946$242 12/31/2023
Outlook Wealth Advisors LLC7,652$223 03/31/2024
     FELV7,652$223 03/31/2024
Nwam LLC7,859$211 12/31/2023
     FELV7,859$211 12/31/2023
Mark Sheptoff Financial Planning LLC6,061$163 12/31/2023
     FELV6,061$163 12/31/2023
Rise Advisors LLC3,946$115 03/31/2024
     FELV3,946$115 03/31/2024
EP Wealth Advisors LLC4,212$113 12/31/2023
     FELV4,212$113 12/31/2023
Steward Partners Investment Advisory LLC3,929$105 12/31/2023
     FELV3,929$105 12/31/2023
Northwestern Mutual Wealth Management Co.3,534$95 12/31/2023
     FELV3,534$95 12/31/2023
Principal Securities Inc.2,946$79 12/31/2023
     FELV2,946$79 12/31/2023
Proequities Inc.2,642$77 03/31/2024
     FELV2,642$77 03/31/2024
Key Financial Inc2,846$76 03/31/2024
     FELV2,846$76 03/31/2024
Private Ocean LLC2,220$65 03/31/2024
     FELV2,220$65 03/31/2024
Allworth Financial LP2,020$59 03/31/2024
     FELV2,020$59 03/31/2024
Cordant Inc.1,907$56 03/31/2024
     FELV1,907$56 03/31/2024
CWM LLC1,765$52 03/31/2024
     FELV1,765$52 03/31/2024
North Star Investment Management Corp.1,647$48 03/31/2024
     FELV1,647$48 03/31/2024
Kayne Anderson Rudnick Investment Management LLC1,488$40 12/31/2023
     FELV1,488$40 12/31/2023
Bank of Montreal Can1,453$39 12/31/2023
     FELV1,453$39 12/31/2023
Creative Capital Management Investments LLC1,311$38 03/31/2024
     FELV1,311$38 03/31/2024
Carmichael Hill & Associates Inc.1,282$37 03/31/2024
     FELV1,282$37 03/31/2024
UBS Group AG1,078$29 12/31/2023
     FELV1,078$29 12/31/2023
GWM Advisors LLC1,097$29 12/31/2023
     FELV1,097$29 12/31/2023
Wells Fargo & Company MN920$25 12/31/2023
     FELV920$25 12/31/2023
US Bancorp DE791$21 12/31/2023
     FELV791$21 12/31/2023
Glass Jacobson Investment Advisors llc568$17 03/31/2024
     FELV568$17 03/31/2024
Financial Freedom LLC552$16 03/31/2024
     FELV552$16 03/31/2024
Carolinas Wealth Consulting LLC596$16 12/31/2023
     FELV596$16 12/31/2023
Harbour Investments Inc.575$15 12/31/2023
     FELV575$15 12/31/2023
Franklin Resources Inc.395$11 12/31/2023
     FELV395$11 12/31/2023
AdvisorNet Financial Inc325$9 03/31/2024
     FELV325$9 03/31/2024
Capital Advisors Ltd. LLC291$8 03/31/2024
     FELV291$8 03/31/2024
Moisand Fitzgerald Tamayo LLC286$8 03/31/2024
     FELV286$8 03/31/2024
IFP Advisors Inc280$8 12/31/2023
     FELV280$8 12/31/2023
CKW Financial Group236$7 03/31/2024
     FELV236$7 03/31/2024
JPMorgan Chase & Co.253$7 12/31/2023
     FELV253$7 12/31/2023
Mather Group LLC.137$4 03/31/2024
     FELV137$4 03/31/2024
Asset Dedication LLC92$3 03/31/2024
     FELV92$3 03/31/2024
Newbridge Financial Services Group Inc.66$2 03/31/2024
     FELV66$2 03/31/2024
Farther Finance Advisors LLC70$2 12/31/2023
     FELV70$2 12/31/2023
HBC Financial Services PLLC20$1 12/31/2023
     FELV20$1 12/31/2023
Iron Horse Wealth Management LLC1$0 03/31/2024
     FELV1$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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