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Avior Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Avior Wealth Management’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
-1,908
Closed -$67.5K – 1280
2024
Q4 		$67.5K Buy
1,908
+2
+0.1% +$69 ﹤0.01% 1040
2024
Q3 		$63.3K Sell
1,906
-45
-2% -$1.44K ﹤0.01% 1035
2024
Q2 		$63K Buy
1,951
+1,582
+429% +$47.6K ﹤0.01% 1009
2024
Q1 		$10.9K Buy
+369
New +$10.4K ﹤0.01% 1841

Other funds holding FELG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Avior Wealth Management's FELG Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2025, closing a stake of 1,908 shares — an estimated $67.5K sold.

Avior Wealth Management first reported a position in FELG in Q1 2024 and held it in 4 quarters. The position peaked at $67.5K in Q4 2024. 144 funds tracked by Wall St. Rank hold FELG as of Q1 2025.

  • Avior Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,908 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2025, an estimated $67.5K.
  • Avior Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $67.5K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.