AE Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

AE Wealth Management’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 Q1	$2.27M	Buy	45,203 +6,897	+18%	+$367K	0.01%	608
2025 Q4	$2.1M	Buy	38,306 +6,872	+22%	+$373K	0.01%	587
2025 Q3	$1.69M	Buy	31,434 +14,979	+91%	+$763K	0.01%	613
2025 Q2	$794K	Buy	16,455 +14,995	+1,027%	+$640K	0.01%	783
2025 Q1	$58.4K	Sell	1,460 -89,954	-98%	-$4.07M	﹤0.01%	1554
2024 Q4	$4.23M	Buy	+91,414	New	+$4.14M	0.04%	372
2024 Q1	–	Sell	-27,709	Closed	-$964K	–	1419
2023 Q4	$964K	Sell	27,709 -673	-2%	-$20.7K	﹤0.01%	1170
2023 Q3	$822K	Buy	+28,382	New	+$855K	﹤0.01%	1177

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's FBCG Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 18% in Q1 2026, buying an estimated $367K and bringing the position to 45,203 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #608.

AE Wealth Management first reported a position in FBCG in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.23M in Q4 2024. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

AE Wealth Management held 45,203 shares of Fidelity Blue Chip Growth ETF worth $2.27M as of Q1 2026.
AE Wealth Management bought 6,897 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $367K.
Fidelity Blue Chip Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #608 holding.
AE Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2023 and has held it in 8 quarters since.
AE Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $4.23M in Q4 2024.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.