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

Apex 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
Q1 		– Sell
-5,074
Closed -$209K – 59
2025
Q4 		$209K Sell
5,074
-169
-3% -$7.03K 0.21% 46
2025
Q3 		$216K Buy
+5,243
New +$204K 0.15% 58

Other funds holding FELG

VIA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $377B 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

Apex Wealth Management's FELG Position: Q1 2026 in Review

Apex Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2026, closing a stake of 5,074 shares — an estimated $209K sold.

Apex Wealth Management first reported a position in FELG in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

  • Apex Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Apex Wealth Management sold 5,074 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $209K.
  • Apex Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Apex Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $216K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.