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 Q1	$20.9K	Buy	+416	New	+$22.1K	﹤0.01%	778

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

Cassaday & Co Wealth Management's FBCG Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026: 416 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Cassaday & Co Wealth Management held 416 shares of Fidelity Blue Chip Growth ETF worth $20.9K as of Q1 2026.
Fidelity Blue Chip Growth ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #778 holding.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.