AF
FELG icon

Allworth Financial’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Allworth Financial’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
Q1 		$158K Buy
4,212
+1,178
+39% +$47K ﹤0.01% 1542
2025
Q4 		$127K Sell
3,034
-428
-12% -$17.8K ﹤0.01% 1602
2025
Q3 		$142K Hold
3,462
– – ﹤0.01% 1469
2025
Q2 		$128K Buy
3,462
+1
+0% +$33 ﹤0.01% 1405
2025
Q1 		$108K Buy
3,461
+2
+0.1% +$69 ﹤0.01% 1188
2024
Q4 		$126K Sell
3,459
-177
-5% -$6.13K ﹤0.01% 1152
2024
Q3 		$121K Sell
3,636
-1,057
-23% -$33.8K ﹤0.01% 1004
2024
Q2 		$149K Sell
4,693
-1,465
-24% -$44.1K ﹤0.01% 912
2024
Q1 		$182K Sell
6,158
-386
-6% -$10.8K ﹤0.01% 816
2023
Q4 		$172K Buy
+6,544
New +$168K ﹤0.01% 766

Other funds holding FELG

VIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return