Essex Financial Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Essex Financial Services’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.59M	Buy	106,179 +28,436	+37%	+$1.69M	0.33%	70
2026 Q1	$3.9M	Buy	77,743 +1,056	+1%	+$56.2K	0.22%	101
2025 Q4	$4.21M	Buy	76,687 +7,106	+10%	+$385K	0.24%	89
2025 Q3	$3.73M	Sell	69,581 -6,776	-9%	-$345K	0.22%	94
2025 Q2	$3.68M	Sell	76,357 -21,079	-22%	-$899K	0.24%	88
2025 Q1	$3.89M	Buy	97,436 +18,831	+24%	+$852K	0.28%	81
2024 Q4	$3.64M	Buy	78,605 +15,656	+25%	+$710K	0.26%	87
2024 Q3	$2.79M	Buy	62,949 +6,340	+11%	+$262K	0.2%	101
2024 Q2	$2.2M	Buy	56,609 +27,931	+97%	+$1.1M	0.16%	122
2024 Q1	$1.1M	Buy	28,678 +17,900	+166%	+$646K	0.1%	192
2023 Q4	$359K	Buy	10,778 +3,497	+48%	+$108K	0.04%	361
2023 Q3	$211K	Buy	+7,281	New	+$219K	0.02%	439
2022 Q2	–	Sell	-39,110	Closed	-$1.18M	–	490
2022 Q1	$1.18M	Buy	39,110 +1,603	+4%	+$48K	0.11%	179
2021 Q4	$1.3M	Buy	37,507 +2,308	+7%	+$79.9K	0.13%	165
2021 Q3	$1.14M	Buy	35,199 +13,275	+61%	+$442K	0.13%	169
2021 Q2	$641K	Hold	21,924	–	–	0.09%	202
2021 Q1	$641K	Buy	21,924 +13,840	+171%	+$411K	0.12%	170
2020 Q4	$231K	Buy	+8,084	New	+$214K	0.05%	284

Other funds holding FBCG

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

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

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex Financial Services's FBCG Position: Q2 2026 in Review

Essex Financial Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 37% in Q2 2026, buying an estimated $1.69M and bringing the position to 106,179 shares worth $6.59M. The position accounts for 0.33% of the portfolio, ranked #70.

Essex Financial Services first reported a position in FBCG in Q4 2020 and has held it in 18 quarters since. 220 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Essex Financial Services held 106,179 shares of Fidelity Blue Chip Growth ETF worth $6.59M as of Q2 2026.
Essex Financial Services bought 28,436 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.69M.
Fidelity Blue Chip Growth ETF made up 0.33% of Essex Financial Services's portfolio in Q2 2026, its #70 holding.
Essex Financial Services first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and has held it in 18 quarters since.
220 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.