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

Coastal Bridge 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
2026 Q1	$406K	Buy	10,822 +10	+0.1%	+$399	0.03%	338
2025 Q4	$451K	Buy	10,812 +10	+0.1%	+$416	0.03%	314
2025 Q3	$444K	Buy	10,802 +9	+0.1%	+$350	0.03%	314
2025 Q2	$400K	Buy	10,793 +13	+0.1%	+$434	0.03%	315
2025 Q1	$340K	Buy	+10,780	New	+$373K	0.08%	186

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coastal Bridge Advisors's FELG Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.09% in Q1 2026, buying an estimated $399 and bringing the position to 10,822 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #338.

Coastal Bridge Advisors first reported a position in FELG in Q1 2025 and has held it in 5 quarters since. The position peaked at $451K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Coastal Bridge Advisors held 10,822 shares of Fidelity Enhanced Large Cap Growth ETF worth $406K as of Q1 2026.
Coastal Bridge Advisors bought 10 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $399.
Fidelity Enhanced Large Cap Growth ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #338 holding.
Coastal Bridge Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $451K in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.