Outlook Wealth Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Outlook Wealth Advisors’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 Q1	$276K	Buy	7,917 +36	+0.5%	+$1.29K	0.07%	266
2025 Q4	$273K	Buy	7,881 +33	+0.4%	+$1.12K	0.06%	258
2025 Q3	$263K	Buy	7,848 +34	+0.4%	+$1.11K	0.07%	257
2025 Q2	$248K	Buy	7,814 +37	+0.5%	+$1.12K	0.06%	249
2025 Q1	$239K	Buy	7,777 +35	+0.5%	+$1.09K	0.07%	247
2024 Q4	$236K	Buy	7,742 +37	+0.5%	+$1.17K	0.07%	236
2024 Q3	$239K	Buy	7,705 +34	+0.4%	+$1.01K	0.07%	238
2024 Q2	$807K	Buy	7,671 +19	+0.2%	+$541	0.25%	79
2024 Q1	$223K	Buy	7,652 +74	+1%	+$2.04K	0.07%	245
2023 Q4	$203K	Buy	+7,578	New	+$197K	0.07%	237

Other funds holding FELV

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

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

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

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Outlook Wealth Advisors's FELV Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.46% in Q1 2026, buying an estimated $1.29K and bringing the position to 7,917 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #266.

Outlook Wealth Advisors first reported a position in FELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $807K in Q2 2024. 162 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

Outlook Wealth Advisors held 7,917 shares of Fidelity Enhanced Large Cap Value ETF worth $276K as of Q1 2026.
Outlook Wealth Advisors bought 36 Fidelity Enhanced Large Cap Value ETF shares in Q1 2026, an estimated $1.29K.
Fidelity Enhanced Large Cap Value ETF made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #266 holding.
Outlook Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Outlook Wealth Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $807K in Q2 2024.
162 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.