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FELVFELV
11 quarters

Position history for Creative PlanningCreative Planning's holdings in FIDELITY ENHANCED LARGE CAP VALUE ETF

Creative Planning holds 28,345 shares of FELV (FIDELITY ENHANCED LARGE CAP VALUE ETF), worth $1.1M as of 2026-Q2. The position was decreased (-8.5% shares). FELV represents 0.0% of Creative Planning's portfolio.

Current Value

$1.1M

Current Shares

28,345

Total Value Change

+$774,220

Total Shares Change

+14,858

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
28,345
-8.5%
$1.1M0.0%$40.09
0
2026-Q1
Increased
30,986
+3.9%
$1.1M0.0%$36.24
26
2025-Q4
Increased
29,810
+14.4%
$1M0.0%$34.94
29
2025-Q3
Increased
26,060
+52.9%
$873,7980.0%$33.35
35
2025-Q2
Increased
17,049
+2.9%
$541,6600.0%$31.36
25
2025-Q1
Decreased
16,566
-18.6%
$509,2490.0%$30.05
0
2024-Q4
Increased
20,353
+50.3%
$620,1710.0%$29.86
34
2024-Q3
Increased
13,543
+0.1%
$419,2850.0%$30.16
24
2024-Q2
Decreased
13,528
-2.0%
$386,3550.0%$27.80
0
2024-Q1
Increased
13,801
+2.3%
$402,9980.0%$28.35
24
2023-Q4
New
13,487
-
$362,1220.0%$25.83
33

Other major holders of FELV: FMR LLC

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