Financial Freedom LLC’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Financial Freedom LLC’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
2025 Q4	–	Sell	-566	Closed	-$19K	–	351
2025 Q3	$19K	Buy	566 +3	+0.5%	+$98	0.01%	235
2025 Q2	$17.9K	Buy	563 +2	+0.4%	+$61	0.01%	235
2025 Q1	$17.2K	Buy	561 +3	+0.5%	+$94	0.01%	239
2024 Q4	$17K	Buy	558 +3	+0.5%	+$95	0.01%	234
2024 Q3	$17.2K	Buy	555 +2	+0.4%	+$59	0.01%	231
2024 Q2	$15.8K	Buy	553 +1	+0.2%	+$28	0.01%	240
2024 Q1	$16.1K	Buy	552 +6	+1%	+$166	0.01%	242
2023 Q4	$14.7K	Buy	+546	New	+$14.2K	0.01%	243

Other funds holding FELV

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

Align Financial Hermantown, Minnesota $176M AUM

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

SFG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Financial Freedom LLC's FELV Position: Q4 2025 in Review

Financial Freedom LLC sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 566 shares — an estimated $19K sold.

Financial Freedom LLC first reported a position in FELV in Q4 2023 and held it in 8 quarters. The position peaked at $19K in Q3 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

Financial Freedom LLC reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Financial Freedom LLC sold 566 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $19K.
Financial Freedom LLC first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and held it in 8 quarters.
Financial Freedom LLC's Fidelity Enhanced Large Cap Value ETF position peaked at $19K in Q3 2025.
148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Financial Freedom LLC's 13F filing for Q4 2025, filed 17 Feb 2026.