BFEC
FBCG

Benjamin F. Edwards & Company’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$12K Hold
281
– – ﹤0.01% 1678
2024
Q1 		$11K Buy
+281
New +$10.1K ﹤0.01% 1676
2021
Q1 		– Sell
-7
Closed – – 1688
2020
Q4 		$0 Buy
+7
New +$185 ﹤0.01% 1642

Other funds holding FBCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's FBCG Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2024 at 281 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Benjamin F. Edwards & Company first reported a position in FBCG in Q4 2020 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold FBCG as of Q2 2024.

  • Benjamin F. Edwards & Company held 281 shares of Fidelity Blue Chip Growth ETF worth $12K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2024.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1678 holding.
  • Benjamin F. Edwards & Company first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.