Atria Investments’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Atria Investments’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 Q2	$675K	Sell	15,434 -2,779	-15%	-$118K	0.01%	1354
2026 Q1	$683K	Sell	18,213 -60,506	-77%	-$2.41M	0.01%	1281
2025 Q4	$3.28M	Sell	78,719 -1,753	-2%	-$72.9K	0.04%	527
2025 Q3	$3.31M	Sell	80,472 -30,567	-28%	-$1.19M	0.04%	540
2025 Q2	$4.11M	Buy	111,039 +2,809	+3%	+$93.8K	0.05%	440
2025 Q1	$3.41M	Sell	108,230 -50,293	-32%	-$1.74M	0.04%	497
2024 Q4	$5.61M	Buy	158,523 +17,694	+13%	+$613K	0.07%	317
2024 Q3	$4.67M	Buy	+140,829	New	+$4.51M	0.06%	375

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Atria Investments's FELG Position: Q2 2026 in Review

Atria Investments reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 15% in Q2 2026, selling an estimated $118K and leaving 15,434 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #1354.

Atria Investments first reported a position in FELG in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.61M in Q4 2024. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Atria Investments held 15,434 shares of Fidelity Enhanced Large Cap Growth ETF worth $675K as of Q2 2026.
Atria Investments sold 2,779 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $118K.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1354 holding.
Atria Investments first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Atria Investments's Fidelity Enhanced Large Cap Growth ETF position peaked at $5.61M in Q4 2024.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.