Dynasty Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Dynasty Wealth 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 Q1	$360M	Sell	7,186,404 -255,805	-3%	-$13.6M	3.14%	11
2025 Q4	$408M	Buy	7,442,209 +431,140	+6%	+$23.4M	4.01%	9
2025 Q3	$376M	Buy	7,011,069 +1,503,658	+27%	+$76.6M	5.02%	4
2025 Q2	$266M	Sell	5,507,411 -1,172,370	-18%	-$50M	4.53%	6
2025 Q1	$267M	Buy	6,679,781 +1,099,765	+20%	+$49.8M	4.45%	6
2024 Q4	$258M	Buy	+5,580,016	New	+$253M	4.45%	6
2024 Q3	–	Sell	-147,925	Closed	-$6.28M	–	239
2024 Q2	$6.28M	Buy	+147,925	New	+$5.84M	0.19%	45

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dynasty Wealth Management's FBCG Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.4% in Q1 2026, selling an estimated $13.6M and leaving 7,186,404 shares worth $360M. The position accounts for 3.14% of the portfolio, ranked #11.

Dynasty Wealth Management first reported a position in FBCG in Q2 2024 and has held it in 7 quarters since. The position peaked at $408M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Dynasty Wealth Management held 7,186,404 shares of Fidelity Blue Chip Growth ETF worth $360M as of Q1 2026.
Dynasty Wealth Management sold 255,805 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $13.6M.
Fidelity Blue Chip Growth ETF made up 3.14% of Dynasty Wealth Management's portfolio in Q1 2026, its #11 holding.
Dynasty Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 7 quarters since.
Dynasty Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $408M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.