Global Retirement Partners’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Global Retirement Partners’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	$105K	Buy	3,032 +12	+0.4%	+$408	﹤0.01%	1884
2025 Q3	$101K	Buy	3,020 +14	+0.5%	+$456	﹤0.01%	1505
2025 Q2	$95.5K	Buy	+3,006	New	+$91K	﹤0.01%	1457
2024 Q4	$40.1K	Buy	1,316 +7	+0.5%	+$221	﹤0.01%	1733
2024 Q3	$40.5K	Buy	1,309 +5	+0.4%	+$148	﹤0.01%	1661
2024 Q2	$37.2K	Buy	+1,304	New	+$37.1K	﹤0.01%	1693

Other funds holding FELV

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

Align Financial Hermantown, Minnesota $202M 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 $215M AUM 30.62% 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

Global Retirement Partners's FELV Position: Q4 2025 in Review

Global Retirement Partners increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.4% in Q4 2025, buying an estimated $408 and bringing the position to 3,032 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Global Retirement Partners first reported a position in FELV in Q2 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

Global Retirement Partners held 3,032 shares of Fidelity Enhanced Large Cap Value ETF worth $105K as of Q4 2025.
Global Retirement Partners bought 12 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $408.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1884 holding.
Global Retirement Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.