B. Riley Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

B. Riley Wealth Advisors’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
2026 Q1	–	Sell	-54,832	Closed	-$3.01M	–	970
2025 Q4	$3.01M	Buy	54,832 +1,307	+2%	+$70.9K	0.14%	154
2025 Q3	$2.87M	Buy	53,525 +650	+1%	+$33.1K	0.13%	157
2025 Q2	$2.55M	Buy	+52,875	New	+$2.26M	0.12%	174
2024 Q4	$2.61M	Buy	56,370 +5,070	+10%	+$230K	0.09%	234
2024 Q3	$2.18M	Sell	51,300 -3,690	-7%	-$153K	0.06%	299
2024 Q2	$2.33M	Buy	54,990 +8,830	+19%	+$349K	0.06%	305
2024 Q1	$1.34M	Sell	46,160 -750	-2%	-$27.1K	0.04%	446
2023 Q4	$1.56M	Buy	46,910 +750	+2%	+$23.1K	0.04%	415
2023 Q3	$1.34M	Buy	46,160 +2,150	+5%	+$64.7K	0.04%	446
2023 Q2	$1.31M	Buy	+44,010	New	+$1.18M	0.03%	482

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

DWM

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

SWP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's FBCG Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 54,832 shares — an estimated $3.01M sold.

B. Riley Wealth Advisors first reported a position in FBCG in Q2 2023 and held it in 10 quarters. The position peaked at $3.01M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 54,832 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $3.01M.
B. Riley Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q2 2023 and held it in 10 quarters.
B. Riley Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $3.01M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.