Creative Planning’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Creative Planning’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	$1.86M	Sell	49,556 -11,118	-18%	-$443K	﹤0.01%	1954
2025 Q4	$2.53M	Buy	60,674 +12,274	+25%	+$510K	﹤0.01%	1530
2025 Q3	$1.99M	Buy	48,400 +5,752	+13%	+$223K	﹤0.01%	1553
2025 Q2	$1.58M	Buy	42,648 +405	+1%	+$13.5K	﹤0.01%	1501
2025 Q1	$1.33M	Buy	42,243 +653	+2%	+$22.6K	﹤0.01%	1494
2024 Q4	$1.47M	Buy	41,590 +19,362	+87%	+$671K	﹤0.01%	1348
2024 Q3	$738K	Buy	22,228 +328	+1%	+$10.5K	﹤0.01%	1771
2024 Q2	$706K	Buy	21,900 +10,601	+94%	+$319K	﹤0.01%	1664
2024 Q1	$334K	Sell	11,299 -1,223	-10%	-$34.3K	﹤0.01%	2162
2023 Q4	$328K	Buy	+12,522	New	+$322K	﹤0.01%	2023

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 $71.6B AUM 21.08% 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 $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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's FELG Position: Q1 2026 in Review

Creative Planning reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 18% in Q1 2026, selling an estimated $443K and leaving 49,556 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Creative Planning first reported a position in FELG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Creative Planning held 49,556 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.86M as of Q1 2026.
Creative Planning sold 11,118 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $443K.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1954 holding.
Creative Planning first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Creative Planning's Fidelity Enhanced Large Cap Growth ETF position peaked at $2.53M in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.