IRC
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Investors Research Corp’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Investors Research Corp’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
-744
Closed -$24.9K – 863
2025
Q3 		$24.9K Hold
744
– – ﹤0.01% 529
2025
Q2 		$23.6K Hold
744
– – ﹤0.01% 558
2025
Q1 		$22.9K Hold
744
– – 0.01% 564
2024
Q4 		$22.7K Hold
744
– – 0.01% 576
2024
Q3 		$23K Hold
744
– – 0.01% 582
2024
Q2 		$21.2K Buy
+744
New +$21.2K 0.01% 618

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Investors Research Corp's FELV Position: Q4 2025 in Review

Investors Research Corp sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 744 shares — an estimated $24.9K sold.

Investors Research Corp first reported a position in FELV in Q2 2024 and held it in 6 quarters. The position peaked at $24.9K in Q3 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • Investors Research Corp reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Investors Research Corp sold 744 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $24.9K.
  • Investors Research Corp first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • Investors Research Corp's Fidelity Enhanced Large Cap Value ETF position peaked at $24.9K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.