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 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

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cherry Tree Wealth Management's FELV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q1 2026 at 3,640 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #194.

Cherry Tree Wealth Management first reported a position in FELV in Q1 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

Cherry Tree Wealth Management held 3,640 shares of Fidelity Enhanced Large Cap Value ETF worth $127K as of Q1 2026.
Cherry Tree Wealth Management left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q1 2026.
Fidelity Enhanced Large Cap Value ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #194 holding.
Cherry Tree Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.