Avantax Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.7M Buy
408,846
+71,601
+21% +$3.05M 0.11% 145
2025
Q1
$13.5M Buy
337,245
+102,068
+43% +$4.62M 0.08% 193
2024
Q4
$10.9M Buy
235,177
+36,932
+19% +$1.67M 0.07% 207
2024
Q3
$8.48M Buy
198,245
+23,148
+13% +$958K 0.06% 264
2024
Q2
$7.43M Buy
175,097
+45,114
+35% +$1.78M 0.05% 271
2024
Q1
$5M Buy
129,983
+20,066
+18% +$724K 0.04% 305
2023
Q4
$3.66M Buy
109,917
+52,182
+90% +$1.61M 0.04% 341
2023
Q3
$1.67M Buy
57,735
+43,129
+295% +$1.3M 0.02% 513
2023
Q2
$435K Buy
+14,606
New +$392K 0.01% 1002

Other funds holding FBCG

Avantax Advisory Services's FBCG Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 21% in Q2 2025, buying an estimated $3.05M and bringing the position to 408,846 shares worth $19.7M. The position accounts for 0.11% of the portfolio, ranked #145.

Avantax Advisory Services first reported a position in FBCG in Q2 2023 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

  • Avantax Advisory Services held 408,846 shares of Fidelity Blue Chip Growth ETF worth $19.7M as of Q2 2025.
  • Avantax Advisory Services bought 71,601 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $3.05M.
  • Fidelity Blue Chip Growth ETF made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #145 holding.
  • Avantax Advisory Services first reported a position in Fidelity Blue Chip Growth ETF in Q2 2023 and has held it in 9 quarters since.
  • 200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.