Bartlett & Co Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Bartlett & Co 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
2026 Q1	–	Sell	-15	Closed	-$628	–	1315
2025 Q4	$628	Buy	+15	New	+$624	﹤0.01%	1163

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bartlett & Co Wealth Management's FELG Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2026, closing a stake of 15 shares — an estimated $628 sold.

Bartlett & Co Wealth Management first reported a position in FELG in Q4 2025 and held it in 1 quarter. The position peaked at $628 in Q4 2025. 220 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 15 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $628.
Bartlett & Co Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
Bartlett & Co Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $628 in Q4 2025.
220 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.