DIM
FBCG

Delta Investment Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Delta Investment Management’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
Q2 		$1.26M Buy
+20,268
New +$1.2M 0.21% 91
2024
Q4 		– Sell
-291,389
Closed -$12.5M – 263
2024
Q3 		$12.5M Buy
+291,389
New +$12.1M 2.54% 11

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Delta Investment Management's FBCG Position: Q2 2026 in Review

Delta Investment Management opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026: 20,268 shares worth $1.26M. The stake represents 0.21% of the portfolio and ranks #91 among its holdings. This is a return to the name: Delta Investment Management previously reported a position in FBCG as recently as Q3 2024.

Delta Investment Management first reported a position in FBCG in Q3 2024 and has held it in 2 quarters since. The position peaked at $12.5M in Q3 2024. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Delta Investment Management held 20,268 shares of Fidelity Blue Chip Growth ETF worth $1.26M as of Q2 2026.
  • Fidelity Blue Chip Growth ETF was a new Delta Investment Management position in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up 0.21% of Delta Investment Management's portfolio in Q2 2026, its #91 holding.
  • Delta Investment Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • Delta Investment Management's Fidelity Blue Chip Growth ETF position peaked at $12.5M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.