Atria Wealth Solutions’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$294K	Sell	6,090 -57,180	-90%	-$2.44M	0.01%	1163
2025 Q1	$2.53M	Sell	63,270 -1,032	-2%	-$46.7K	0.03%	551
2024 Q4	$2.97M	Sell	64,302 -1,169	-2%	-$53K	0.03%	507
2024 Q3	$2.8M	Buy	65,471 +43	+0.1%	+$1.78K	0.03%	516
2024 Q2	$2.78M	Buy	65,428 +7,209	+12%	+$285K	0.03%	520
2024 Q1	$2.24M	Sell	58,219 -7,777	-12%	-$281K	0.03%	593
2023 Q4	$2.2M	Buy	65,996 +5,727	+10%	+$176K	0.03%	576
2023 Q3	$1.75M	Buy	60,269 +4,757	+9%	+$143K	0.02%	608
2023 Q2	$1.65M	Buy	55,512 +284	+0.5%	+$7.62K	0.02%	639
2023 Q1	$1.41M	Buy	55,228 +8,371	+18%	+$198K	0.02%	678
2022 Q4	$988K	Buy	+46,857	New	+$1.03M	0.02%	755

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

SWP

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

DWM

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

Atria Wealth Solutions's FBCG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 90% in Q2 2025, selling an estimated $2.44M and leaving 6,090 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #1163.

Atria Wealth Solutions first reported a position in FBCG in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2024. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

Atria Wealth Solutions held 6,090 shares of Fidelity Blue Chip Growth ETF worth $294K as of Q2 2025.
Atria Wealth Solutions sold 57,180 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $2.44M.
Fidelity Blue Chip Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1163 holding.
Atria Wealth Solutions first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Fidelity Blue Chip Growth ETF position peaked at $2.97M in Q4 2024.
200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.