Apex Wealth Management
FELG icon

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
Q3 		– Sell
-5,084
Closed -$222K – 64
2026
Q2 		$222K Buy
+5,084
New +$217K 0.14% 58
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

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Apex Wealth Management's FELG Position: Q3 2026 in Review

Apex Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2026, closing a stake of 5,084 shares — an estimated $222K sold.

Apex Wealth Management first reported a position in FELG in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q2 2026. 169 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

  • Apex Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Apex Wealth Management sold 5,084 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $222K.
  • Apex Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Apex Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $222K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.