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Raleigh Capital Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Raleigh Capital 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
2024
Q4 		– Sell
-1
Closed -$24 – 1040
2024
Q3 		$24 Buy
+1
New +$30 ﹤0.01% 990

Other funds holding FELV

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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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raleigh Capital Management's FELV Position: Q4 2024 in Review

Raleigh Capital Management sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2024, closing a stake of 1 share — an estimated $24 sold.

Raleigh Capital Management first reported a position in FELV in Q3 2024 and held it in 1 quarter. The position peaked at $24 in Q3 2024. 115 funds tracked by Wall St. Rank hold FELV as of Q4 2024.

  • Raleigh Capital Management reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 1 Fidelity Enhanced Large Cap Value ETF share in Q4 2024, an estimated $24.
  • Raleigh Capital Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Raleigh Capital Management's Fidelity Enhanced Large Cap Value ETF position peaked at $24 in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.