Act Wealth Management
FELG icon

Act Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Act Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$483K Buy
10,715
+8
+0.1% +$351 0.14% 35
2026
Q2 		$468K Buy
10,707
+12
+0.1% +$512 0.14% 36
2026
Q1 		$401K Buy
10,695
+9
+0.1% +$359 0.13% 37
2025
Q4 		$446K Buy
10,686
+10
+0.1% +$416 0.15% 35
2025
Q3 		$439K Buy
10,676
+9
+0.1% +$350 0.15% 30
2025
Q2 		$395K Buy
10,667
+13
+0.1% +$434 0.17% 31
2025
Q1 		$336K Buy
+10,654
New +$368K 0.15% 31

Other funds holding FELG

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
InTrack Investment Management
InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return
Rolek Wealth Management
Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return

Act Wealth Management's FELG Position: Q3 2026 in Review

Act Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.07% in Q3 2026, buying an estimated $351 and bringing the position to 10,715 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #35.

Act Wealth Management first reported a position in FELG in Q1 2025 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

  • Act Wealth Management held 10,715 shares of Fidelity Enhanced Large Cap Growth ETF worth $483K as of Q3 2026.
  • Act Wealth Management bought 8 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $351.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.14% of Act Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Act Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.