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 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 $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

EP Wealth Advisors's FELG Position: Q1 2026 in Review

EP Wealth Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.05% in Q1 2026, buying an estimated $120 and bringing the position to 5,819 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

EP Wealth Advisors first reported a position in FELG in Q4 2023 and has held it in 9 quarters since. The position peaked at $521K in Q4 2023. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

EP Wealth Advisors held 5,819 shares of Fidelity Enhanced Large Cap Growth ETF worth $218K as of Q1 2026.
EP Wealth Advisors bought 3 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $120.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1364 holding.
EP Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
EP Wealth Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $521K in Q4 2023.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

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