CX Institutional’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

CX Institutional’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 Q3	$1K	Hold	13	–	–	﹤0.01%	1609
2026 Q2	$1K	Hold	13	–	–	﹤0.01%	1519
2026 Q1	$1K	Hold	13	–	–	﹤0.01%	1501
2025 Q4	$1K	Hold	13	–	–	﹤0.01%	1455
2025 Q3	$1K	Hold	13	–	–	﹤0.01%	1341
2025 Q2	$1K	Buy	+13	New	+$555	﹤0.01%	1178

Other funds holding FBCG

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CX Institutional's FBCG Position: Q3 2026 in Review

CX Institutional held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q3 2026 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

CX Institutional first reported a position in FBCG in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

CX Institutional held 13 shares of Fidelity Blue Chip Growth ETF worth $1K as of Q3 2026.
CX Institutional left its Fidelity Blue Chip Growth ETF share count unchanged in Q3 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1609 holding.
CX Institutional first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.