CCWM
FBCG

Cassaday & Co Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Cassaday & Co Wealth Management’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 		$25.8K Hold
416
– – ﹤0.01% 734
2026
Q1 		$20.9K Buy
+416
New +$22.1K ﹤0.01% 778

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Wealth Management's FBCG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 416 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Cassaday & Co Wealth Management first reported a position in FBCG in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Cassaday & Co Wealth Management held 416 shares of Fidelity Blue Chip Growth ETF worth $25.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #734 holding.
  • Cassaday & Co Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.