CRA Financial Services
FELV icon

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
Q3 		$983K Buy
23,760
+862
+4% +$36.2K 0.11% 132
2026
Q2 		$918K Buy
22,898
+12
+0.1% +$459 0.11% 141
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

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
Processus Wealth & Capital Management
Processus Wealth & Capital Management Brentwood, Tennessee $172M AUM 36.18% 1-Year Est. Return
Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

CRA Financial Services's FELV Position: Q3 2026 in Review

CRA Financial Services increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 3.8% in Q3 2026, buying an estimated $36.2K and bringing the position to 23,760 shares worth $983K. The position accounts for 0.11% of the portfolio, ranked #132.

CRA Financial Services first reported a position in FELV in Q4 2023 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • CRA Financial Services held 23,760 shares of Fidelity Enhanced Large Cap Value ETF worth $983K as of Q3 2026.
  • CRA Financial Services bought 862 Fidelity Enhanced Large Cap Value ETF shares in Q3 2026, an estimated $36.2K.
  • Fidelity Enhanced Large Cap Value ETF made up 0.11% of CRA Financial Services's portfolio in Q3 2026, its #132 holding.
  • CRA Financial Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 44 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.