Arkadios Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Arkadios Wealth 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 Q1	$16M	Buy	318,685 +62,904	+25%	+$3.35M	0.26%	83
2025 Q4	$14M	Buy	255,781 +32,168	+14%	+$1.75M	0.27%	73
2025 Q3	$12M	Buy	223,613 +86,439	+63%	+$4.4M	0.29%	60
2025 Q2	$6.62M	Buy	+137,174	New	+$5.85M	0.2%	117
2025 Q1	–	Sell	-4,670	Closed	-$216K	–	1151
2024 Q4	$216K	Buy	+4,670	New	+$212K	0.01%	835

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's FBCG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 25% in Q1 2026, buying an estimated $3.35M and bringing the position to 318,685 shares worth $16M. The position accounts for 0.26% of the portfolio, ranked #83.

Arkadios Wealth Advisors first reported a position in FBCG in Q4 2024 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Arkadios Wealth Advisors held 318,685 shares of Fidelity Blue Chip Growth ETF worth $16M as of Q1 2026.
Arkadios Wealth Advisors bought 62,904 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $3.35M.
Fidelity Blue Chip Growth ETF made up 0.26% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Arkadios Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.