Decker Retirement Planning
FELV icon

Decker Retirement Planning’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Decker Retirement Planning’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 		$18.2K Hold
440
– – 0.01% 150
2026
Q2 		$17.7K Hold
440
– – 0.01% 180
2026
Q1 		$15.4K Buy
+440
New +$15.7K 0.01% 150

Other funds holding FELV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Sowa Financial Group
Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Investmark Advisory Group
Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Decker Retirement Planning's FELV Position: Q3 2026 in Review

Decker Retirement Planning held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q3 2026 at 440 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #150.

Decker Retirement Planning first reported a position in FELV in Q1 2026 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • Decker Retirement Planning held 440 shares of Fidelity Enhanced Large Cap Value ETF worth $18.2K as of Q3 2026.
  • Decker Retirement Planning left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q3 2026.
  • Fidelity Enhanced Large Cap Value ETF made up 0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #150 holding.
  • Decker Retirement Planning first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.