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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's FBCG Position: Q1 2026 in Review

Capital Analysts LLC increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 9.8% in Q1 2026, buying an estimated $2.15M and bringing the position to 455,846 shares worth $22.8M. The position accounts for 0.6% of the portfolio, ranked #33.

Capital Analysts LLC first reported a position in FBCG in Q4 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Capital Analysts LLC held 455,846 shares of Fidelity Blue Chip Growth ETF worth $22.8M as of Q1 2026.
Capital Analysts LLC bought 40,503 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $2.15M.
Fidelity Blue Chip Growth ETF made up 0.6% of Capital Analysts LLC's portfolio in Q1 2026, its #33 holding.
Capital Analysts LLC first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 10 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.