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
2026 Q2	$186K	Buy	+4,647	New	+$178K	﹤0.01%	1627
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 $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 $398M AUM 11.11% 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

Global Retirement Partners's FELV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 4,647 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FELV as recently as Q4 2025.

Global Retirement Partners first reported a position in FELV in Q2 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Global Retirement Partners held 4,647 shares of Fidelity Enhanced Large Cap Value ETF worth $186K as of Q2 2026.
Fidelity Enhanced Large Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1627 holding.
Global Retirement Partners first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.