FMA Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

FMA Wealth Management’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	$294K	Buy	7,101 +24	+0.3%	+$1.01K	0.19%	33
2026 Q2	$284K	Buy	7,077 +25	+0.4%	+$957	0.18%	32
2026 Q1	$246K	Buy	7,052 +32	+0.5%	+$1.14K	0.16%	34
2025 Q4	$243K	Buy	7,020 +5	+0.1%	+$170	0.16%	37
2025 Q3	$235K	Sell	7,015 -93	-1%	-$3.03K	0.16%	35
2025 Q2	$226K	Buy	+7,108	New	+$215K	0.17%	35

Other funds holding FELV

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Processus Wealth & Capital Management Brentwood, Tennessee $172M AUM 36.18% 1-Year Est. Return

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

FMA Wealth Management's FELV Position: Q3 2026 in Review

FMA Wealth Management increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.34% in Q3 2026, buying an estimated $1.01K and bringing the position to 7,101 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #33.

FMA Wealth Management first reported a position in FELV in Q2 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

FMA Wealth Management held 7,101 shares of Fidelity Enhanced Large Cap Value ETF worth $294K as of Q3 2026.
FMA Wealth Management bought 24 Fidelity Enhanced Large Cap Value ETF shares in Q3 2026, an estimated $1.01K.
Fidelity Enhanced Large Cap Value ETF made up 0.19% of FMA Wealth Management's portfolio in Q3 2026, its #33 holding.
FMA Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.