Aptus Capital Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Aptus Capital Advisors’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 Q2	$3.6M	Buy	57,909 +9,332	+19%	+$554K	0.02%	419
2026 Q1	$2.43M	Buy	48,577 +13,426	+38%	+$714K	0.02%	445
2025 Q4	$1.93M	Buy	+35,151	New	+$1.91M	0.01%	453

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's FBCG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 19% in Q2 2026, buying an estimated $554K and bringing the position to 57,909 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #419.

Aptus Capital Advisors first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Aptus Capital Advisors held 57,909 shares of Fidelity Blue Chip Growth ETF worth $3.6M as of Q2 2026.
Aptus Capital Advisors bought 9,332 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $554K.
Fidelity Blue Chip Growth ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #419 holding.
Aptus Capital Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.