Capital Analysts LLC’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Capital Analysts LLC’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	$35.9M	Buy	578,034 +122,188	+27%	+$7.25M	0.83%	22
2026 Q1	$22.8M	Buy	455,846 +40,503	+10%	+$2.15M	0.6%	33
2025 Q4	$22.8M	Buy	415,343 +48,091	+13%	+$2.61M	0.63%	31
2025 Q3	$19.7M	Buy	367,252 +66,883	+22%	+$3.41M	0.58%	35
2025 Q2	$14.5M	Buy	300,369 +104,434	+53%	+$4.45M	0.48%	45
2025 Q1	$7.83M	Buy	195,935 +113,263	+137%	+$5.12M	0.29%	74
2024 Q4	$3.82M	Buy	82,672 +42,103	+104%	+$1.91M	0.15%	115
2024 Q3	$1.74M	Buy	40,569 +12,363	+44%	+$511K	0.07%	193
2024 Q2	$1.2M	Buy	28,206 +10,599	+60%	+$419K	0.05%	227
2024 Q1	$677K	Buy	17,607 +16,057	+1,036%	+$579K	0.03%	289
2023 Q4	$52K	Buy	+1,550	New	+$47.7K	﹤0.01%	639

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Analysts LLC's FBCG Position: Q2 2026 in Review

Capital Analysts LLC increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 27% in Q2 2026, buying an estimated $7.25M and bringing the position to 578,034 shares worth $35.9M. The position accounts for 0.83% of the portfolio, ranked #22.

Capital Analysts LLC first reported a position in FBCG in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Capital Analysts LLC held 578,034 shares of Fidelity Blue Chip Growth ETF worth $35.9M as of Q2 2026.
Capital Analysts LLC bought 122,188 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $7.25M.
Fidelity Blue Chip Growth ETF made up 0.83% of Capital Analysts LLC's portfolio in Q2 2026, its #22 holding.
Capital Analysts LLC first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.