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

Element 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	$962K	Buy	25,648 +6,596	+35%	+$263K	0.4%	65
2025 Q4	$794K	Buy	19,052 +4,802	+34%	+$200K	0.33%	76
2025 Q3	$586K	Buy	14,250 +5,257	+58%	+$204K	0.25%	88
2025 Q2	$333K	Buy	+8,993	New	+$300K	0.15%	121

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

Element Wealth's FELG Position: Q1 2026 in Review

Element Wealth increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 35% in Q1 2026, buying an estimated $263K and bringing the position to 25,648 shares worth $962K. The position accounts for 0.4% of the portfolio, ranked #65.

Element Wealth first reported a position in FELG in Q2 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Element Wealth held 25,648 shares of Fidelity Enhanced Large Cap Growth ETF worth $962K as of Q1 2026.
Element Wealth bought 6,596 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $263K.
Fidelity Enhanced Large Cap Growth ETF made up 0.4% of Element Wealth's portfolio in Q1 2026, its #65 holding.
Element Wealth first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.