CIA
FBCG

Cape Investment Advisory’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Cape Investment Advisory’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 		$33.2K Buy
+534
New +$31.7K 0.01% 599
2026
Q1 		– Sell
-444
Closed -$24.4K – 523
2025
Q4 		$24.4K Buy
+444
New +$24.1K 0.01% 572
2025
Q3 		– Sell
-114
Closed -$5.5K – 953
2025
Q2 		$5.5K Hold
114
– – ﹤0.01% 740
2025
Q1 		$4.56K Hold
114
– – ﹤0.01% 767
2024
Q4 		$5.28K Buy
+114
New +$5.17K ﹤0.01% 726

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cape Investment Advisory's FBCG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026: 534 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FBCG as recently as Q4 2025.

Cape Investment Advisory first reported a position in FBCG in Q4 2024 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Cape Investment Advisory held 534 shares of Fidelity Blue Chip Growth ETF worth $33.2K as of Q2 2026.
  • Fidelity Blue Chip Growth ETF was a new Cape Investment Advisory position in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #599 holding.
  • Cape Investment Advisory first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.