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

AE 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 Q2	$415K	Buy	9,491 +7,262	+326%	+$310K	﹤0.01%	1323
2026 Q1	$83.6K	Sell	2,229 -226	-9%	-$9.01K	﹤0.01%	1853
2025 Q4	$102K	Sell	2,455 -2,137	-47%	-$88.9K	﹤0.01%	1694
2025 Q3	$189K	Buy	4,592 +914	+25%	+$35.5K	﹤0.01%	1415
2025 Q2	$136K	Sell	3,678 -325	-8%	-$10.9K	﹤0.01%	1401
2025 Q1	$126K	Buy	4,003 +1	+0%	+$35	﹤0.01%	1392
2024 Q4	$141K	Buy	+4,002	New	+$139K	﹤0.01%	1352
2024 Q1	–	Sell	-28,532	Closed	-$779K	–	1428
2023 Q4	$779K	Buy	+28,532	New	+$733K	﹤0.01%	1249

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

AE Wealth Management's FELG Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 326% in Q2 2026, buying an estimated $310K and bringing the position to 9,491 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

AE Wealth Management first reported a position in FELG in Q4 2023 and has held it in 8 quarters since. The position peaked at $779K in Q4 2023. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

AE Wealth Management held 9,491 shares of Fidelity Enhanced Large Cap Growth ETF worth $415K as of Q2 2026.
AE Wealth Management bought 7,262 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $310K.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1323 holding.
AE Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $779K in Q4 2023.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.