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

EP Wealth Advisors’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 Q2	$266K	Buy	6,076 +257	+4%	+$11K	﹤0.01%	1355
2026 Q1	$218K	Buy	5,819 +3	+0.1%	+$120	﹤0.01%	1364
2025 Q4	$243K	Buy	+5,816	New	+$242K	﹤0.01%	1259
2025 Q2	$225K	Buy	6,086 +2,485	+69%	+$83K	﹤0.01%	1184
2025 Q1	$113K	Sell	3,601 -58	-2%	-$2.01K	﹤0.01%	1230
2024 Q4	$129K	Sell	3,659 -164	-4%	-$5.68K	﹤0.01%	1167
2024 Q3	$127K	Sell	3,823 -299	-7%	-$9.56K	﹤0.01%	1116
2024 Q2	$133K	Buy	4,122 +2	+0%	+$60	﹤0.01%	805
2024 Q1	$122K	Sell	4,120 -15,733	-79%	-$442K	﹤0.01%	787
2023 Q4	$521K	Buy	+19,853	New	+$510K	0.01%	481

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EP Wealth Advisors's FELG Position: Q2 2026 in Review

EP Wealth Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 4.4% in Q2 2026, buying an estimated $11K and bringing the position to 6,076 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

EP Wealth Advisors first reported a position in FELG in Q4 2023 and has held it in 10 quarters since. The position peaked at $521K in Q4 2023. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

EP Wealth Advisors held 6,076 shares of Fidelity Enhanced Large Cap Growth ETF worth $266K as of Q2 2026.
EP Wealth Advisors bought 257 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $11K.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1355 holding.
EP Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $521K in Q4 2023.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.