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

Atria Wealth Solutions’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
2025
Q1 		– Sell
-8,274
Closed -$293K – 1929
2024
Q4 		$293K Sell
8,274
-138
-2% -$4.78K ﹤0.01% 1562
2024
Q3 		$279K Buy
+8,412
New +$269K ﹤0.01% 1565

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EH
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Osaic Holdings
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Raymond James Financial
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KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
SIA
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Atria Wealth Solutions's FELG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2025, closing a stake of 8,274 shares — an estimated $293K sold.

Atria Wealth Solutions first reported a position in FELG in Q3 2024 and held it in 2 quarters. The position peaked at $293K in Q4 2024. 144 funds tracked by Wall St. Rank hold FELG as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,274 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2025, an estimated $293K.
  • Atria Wealth Solutions first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Fidelity Enhanced Large Cap Growth ETF position peaked at $293K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.