CRA Financial Services’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

CRA Financial Services’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	$799K	Buy	22,886 +15	+0.1%	+$537	0.1%	140
2025 Q4	$793K	Buy	22,871 +14	+0.1%	+$476	0.1%	135
2025 Q3	$766K	Sell	22,857 -178	-0.8%	-$5.8K	0.1%	136
2025 Q2	$732K	Sell	23,035 -350	-1%	-$10.6K	0.11%	132
2025 Q1	$719K	Buy	23,385 +15	+0.1%	+$469	0.12%	126
2024 Q4	$712K	Sell	23,370 -2,726	-10%	-$85.9K	0.12%	126
2024 Q3	$808K	Sell	26,096 -1,173	-4%	-$34.8K	0.15%	110
2024 Q2	$779K	Sell	27,269 -1,024	-4%	-$29.2K	0.16%	107
2024 Q1	$826K	Buy	28,293 +54	+0.2%	+$1.49K	0.18%	92
2023 Q4	$758K	Buy	+28,239	New	+$732K	0.19%	93

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

CRA Financial Services's FELV Position: Q1 2026 in Review

CRA Financial Services increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.07% in Q1 2026, buying an estimated $537 and bringing the position to 22,886 shares worth $799K. The position accounts for 0.1% of the portfolio, ranked #140.

CRA Financial Services first reported a position in FELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $826K in Q1 2024. 162 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

CRA Financial Services held 22,886 shares of Fidelity Enhanced Large Cap Value ETF worth $799K as of Q1 2026.
CRA Financial Services bought 15 Fidelity Enhanced Large Cap Value ETF shares in Q1 2026, an estimated $537.
Fidelity Enhanced Large Cap Value ETF made up 0.1% of CRA Financial Services's portfolio in Q1 2026, its #140 holding.
CRA Financial Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
CRA Financial Services's Fidelity Enhanced Large Cap Value ETF position peaked at $826K in Q1 2024.
162 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.