Advantage Trust Company’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Advantage Trust Company’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Buy	264,719 +30,300	+13%	+$1.8M	5.78%	8
2026 Q1	$11.7M	Buy	234,419 +18,828	+9%	+$1M	5.27%	9
2025 Q4	$11.8M	Buy	215,591 +14,493	+7%	+$786K	5.33%	9
2025 Q3	$10.8M	Buy	201,098 +21,347	+12%	+$1.09M	4.88%	9
2025 Q2	$8.67M	Buy	179,751 +12,684	+8%	+$541K	4.27%	9
2025 Q1	$6.68M	Buy	167,067 +42,936	+35%	+$1.94M	4.05%	10
2024 Q4	$5.74M	Buy	124,131 +60,578	+95%	+$2.75M	3.38%	10
2024 Q3	$2.72M	Buy	+63,553	New	+$2.63M	1.85%	12

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

KAS

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

Advantage Trust Company's FBCG Position: Q2 2026 in Review

Advantage Trust Company increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 13% in Q2 2026, buying an estimated $1.8M and bringing the position to 264,719 shares worth $16.4M. The position accounts for 5.78% of the portfolio, ranked #8.

Advantage Trust Company first reported a position in FBCG in Q3 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Advantage Trust Company held 264,719 shares of Fidelity Blue Chip Growth ETF worth $16.4M as of Q2 2026.
Advantage Trust Company bought 30,300 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.8M.
Fidelity Blue Chip Growth ETF made up 5.78% of Advantage Trust Company's portfolio in Q2 2026, its #8 holding.
Advantage Trust Company first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.