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Cetera Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Cetera Advisors’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
2024
Q1 		$342K Sell
11,580
-1,205
-9% -$33.8K ﹤0.01% 1847
2023
Q4 		$335K Buy
+12,785
New +$328K ﹤0.01% 1362

Other funds holding FELG

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's FELG Position: Q1 2024 in Review

Cetera Advisors reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 9.4% in Q1 2024, selling an estimated $33.8K and leaving 11,580 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Cetera Advisors first reported a position in FELG in Q4 2023 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FELG as of Q1 2024.

  • Cetera Advisors held 11,580 shares of Fidelity Enhanced Large Cap Growth ETF worth $342K as of Q1 2024.
  • Cetera Advisors sold 1,205 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2024, an estimated $33.8K.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1847 holding.
  • Cetera Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.