EFG
FELG icon

Elm3 Financial Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Elm3 Financial Group’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 		$781K Buy
20,830
+121
+0.6% +$4.83K 0.66% 39
2025
Q4 		$864K Buy
20,709
+6,461
+45% +$269K 0.72% 36
2025
Q3 		$586K Buy
14,248
+2,700
+23% +$105K 0.48% 46
2025
Q2 		$428K Buy
11,548
+4,559
+65% +$152K 0.36% 69
2025
Q1 		$220K Buy
+6,989
New +$242K 0.19% 91

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Elm3 Financial Group's FELG Position: Q1 2026 in Review

Elm3 Financial Group increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.58% in Q1 2026, buying an estimated $4.83K and bringing the position to 20,830 shares worth $781K. The position accounts for 0.66% of the portfolio, ranked #39.

Elm3 Financial Group first reported a position in FELG in Q1 2025 and has held it in 5 quarters since. The position peaked at $864K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

  • Elm3 Financial Group held 20,830 shares of Fidelity Enhanced Large Cap Growth ETF worth $781K as of Q1 2026.
  • Elm3 Financial Group bought 121 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $4.83K.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.66% of Elm3 Financial Group's portfolio in Q1 2026, its #39 holding.
  • Elm3 Financial Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Elm3 Financial Group's Fidelity Enhanced Large Cap Growth ETF position peaked at $864K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.