EIP
FELG icon

Essential Investment Partners’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Essential Investment Partners’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 		$1.31K Hold
30
– – ﹤0.01% 252
2026
Q1 		$1.13K Hold
30
– – ﹤0.01% 256
2025
Q4 		$1.25K Buy
+30
New +$1.25K ﹤0.01% 239

Other funds holding FELG

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Essential Investment Partners's FELG Position: Q2 2026 in Review

Essential Investment Partners held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 30 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Essential Investment Partners first reported a position in FELG in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • Essential Investment Partners held 30 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.31K as of Q2 2026.
  • Essential Investment Partners left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #252 holding.
  • Essential Investment Partners first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.