Corient Private Wealth
FELG icon

Corient Private Wealth’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Corient Private Wealth’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 		$217K Sell
5,796
-5,796
-50% -$231K ﹤0.01% 2513
2025
Q4 		$483K Buy
11,592
+5,481
+90% +$228K ﹤0.01% 2337
2025
Q3 		$251K Sell
6,111
-856
-12% -$33.2K ﹤0.01% 2227
2025
Q2 		$258K Hold
6,967
– – ﹤0.01% 2087
2025
Q1 		$219K Sell
6,967
-75
-1% -$2.59K ﹤0.01% 2016
2024
Q4 		$249K Buy
7,042
+75
+1% +$2.6K ﹤0.01% 1996
2024
Q3 		$231K Hold
6,967
– – ﹤0.01% 2151
2024
Q2 		$225K Hold
6,967
– – ﹤0.01% 2065
2024
Q1 		$206K Buy
+6,967
New +$196K ﹤0.01% 2086

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Corient Private Wealth's FELG Position: Q1 2026 in Review

Corient Private Wealth reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 50% in Q1 2026, selling an estimated $231K and leaving 5,796 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Corient Private Wealth first reported a position in FELG in Q1 2024 and has held it in 9 quarters since. The position peaked at $483K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

  • Corient Private Wealth held 5,796 shares of Fidelity Enhanced Large Cap Growth ETF worth $217K as of Q1 2026.
  • Corient Private Wealth sold 5,796 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $231K.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2513 holding.
  • Corient Private Wealth first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's Fidelity Enhanced Large Cap Growth ETF position peaked at $483K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.