Action Point Financial Planning’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Action Point Financial Planning’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 Q2	$1.08M	Buy	+24,672	New	+$1.05M	0.11%	165

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's FELG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2026: 24,672 shares worth $1.08M. The stake represents 0.11% of the portfolio and ranks #165 among its holdings.

246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Action Point Financial Planning held 24,672 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.08M as of Q2 2026.
Fidelity Enhanced Large Cap Growth ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.11% of Action Point Financial Planning's portfolio in Q2 2026, its #165 holding.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.