Avantax Advisory Services’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.2M Buy
275,017
+152,220
+124% +$5.08M 0.06% 263
2025
Q1
$3.87M Buy
122,797
+47,350
+63% +$1.64M 0.02% 501
2024
Q4
$2.67M Buy
75,447
+37,257
+98% +$1.29M 0.02% 598
2024
Q3
$1.27M Buy
+38,190
New +$1.22M 0.01% 906

Other funds holding FELG

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

Avantax Advisory Services increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 124% in Q2 2025, buying an estimated $5.08M and bringing the position to 275,017 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #263.

Avantax Advisory Services first reported a position in FELG in Q3 2024 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold FELG as of Q2 2025.

  • Avantax Advisory Services held 275,017 shares of Fidelity Enhanced Large Cap Growth ETF worth $10.2M as of Q2 2025.
  • Avantax Advisory Services bought 152,220 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2025, an estimated $5.08M.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #263 holding.
  • Avantax Advisory Services first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2025.

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