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
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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calton & Associates's FBCG Position: Q1 2026 in Review

Calton & Associates reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 4.2% in Q1 2026, selling an estimated $48.7K and leaving 20,875 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #126.

Calton & Associates first reported a position in FBCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Calton & Associates held 20,875 shares of Fidelity Blue Chip Growth ETF worth $1.05M as of Q1 2026.
  • Calton & Associates sold 915 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $48.7K.
  • Fidelity Blue Chip Growth ETF made up 0.15% of Calton & Associates's portfolio in Q1 2026, its #126 holding.
  • Calton & Associates first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Calton & Associates's Fidelity Blue Chip Growth ETF position peaked at $1.19M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.