CA
FBCG

Calton & Associates’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Calton & Associates’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
Q2 		$1.48M Buy
23,889
+3,014
+14% +$179K 0.22% 96
2026
Q1 		$1.05M Sell
20,875
-915
-4% -$48.7K 0.15% 126
2025
Q4 		$1.19M Buy
21,790
+16,840
+340% +$914K 0.18% 113
2025
Q3 		$266K Buy
+4,950
New +$252K 0.04% 349

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Calton & Associates's FBCG Position: Q2 2026 in Review

Calton & Associates increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 14% in Q2 2026, buying an estimated $179K and bringing the position to 23,889 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #96.

Calton & Associates first reported a position in FBCG in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Calton & Associates held 23,889 shares of Fidelity Blue Chip Growth ETF worth $1.48M as of Q2 2026.
  • Calton & Associates bought 3,014 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $179K.
  • Fidelity Blue Chip Growth ETF made up 0.22% of Calton & Associates's portfolio in Q2 2026, its #96 holding.
  • Calton & Associates first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.