Cherry Tree Wealth Management
FELV icon

Cherry Tree Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Cherry Tree Wealth Management’s Portfolio FELV Stock Details FELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$151K Hold
3,640
– – 0.03% 187
2026
Q2 		$146K Hold
3,640
– – 0.03% 192
2026
Q1 		$127K Hold
3,640
– – 0.03% 194
2025
Q4 		$126K Hold
3,640
– – 0.03% 202
2025
Q3 		$122K Hold
3,640
– – 0.03% 201
2025
Q2 		$116K Hold
3,640
– – 0.03% 199
2025
Q1 		$112K Buy
+3,640
New +$114K 0.03% 203

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Vestia Personal Wealth Advisors
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Wealth Enhancement Advisory Services
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BG Investment Services
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Harbor Asset Planning
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Cherry Tree Wealth Management's FELV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q3 2026 at 3,640 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #187.

Cherry Tree Wealth Management first reported a position in FELV in Q1 2025 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • Cherry Tree Wealth Management held 3,640 shares of Fidelity Enhanced Large Cap Value ETF worth $151K as of Q3 2026.
  • Cherry Tree Wealth Management left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q3 2026.
  • Fidelity Enhanced Large Cap Value ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Cherry Tree Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.