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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

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

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRA Financial Services's FELV Position: Q2 2026 in Review

CRA Financial Services increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.05% in Q2 2026, buying an estimated $459 and bringing the position to 22,898 shares worth $918K. The position accounts for 0.11% of the portfolio, ranked #141.

CRA Financial Services first reported a position in FELV in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

CRA Financial Services held 22,898 shares of Fidelity Enhanced Large Cap Value ETF worth $918K as of Q2 2026.
CRA Financial Services bought 12 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $459.
Fidelity Enhanced Large Cap Value ETF made up 0.11% of CRA Financial Services's portfolio in Q2 2026, its #141 holding.
CRA Financial Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.