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Bradley Foster & Sargent’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Bradley Foster & Sargent’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 		$243K Buy
6,493
+382
+6% +$15.2K ﹤0.01% 495
2025
Q4 		$255K Buy
+6,111
New +$254K ﹤0.01% 489

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bradley Foster & Sargent's FELG Position: Q1 2026 in Review

Bradley Foster & Sargent increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 6.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 6,493 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Bradley Foster & Sargent first reported a position in FELG in Q4 2025 and has held it in 2 quarters since. The position peaked at $255K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

  • Bradley Foster & Sargent held 6,493 shares of Fidelity Enhanced Large Cap Growth ETF worth $243K as of Q1 2026.
  • Bradley Foster & Sargent bought 382 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $15.2K.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #495 holding.
  • Bradley Foster & Sargent first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Bradley Foster & Sargent's Fidelity Enhanced Large Cap Growth ETF position peaked at $255K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.