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CarsonAllaria Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

CarsonAllaria Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$35 – 368
2024
Q4 		$35 Hold
1
– – ﹤0.01% 346
2024
Q3 		$33 Buy
+1
New +$32 ﹤0.01% 391

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KIM
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CarsonAllaria Wealth Management's FELG Position: Q1 2025 in Review

CarsonAllaria Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2025, closing a stake of 1 share — an estimated $35 sold.

CarsonAllaria Wealth Management first reported a position in FELG in Q3 2024 and held it in 2 quarters. The position peaked at $35 in Q4 2024. 144 funds tracked by Wall St. Rank hold FELG as of Q1 2025.

  • CarsonAllaria Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1 Fidelity Enhanced Large Cap Growth ETF share in Q1 2025, an estimated $35.
  • CarsonAllaria Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $35 in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.