EWA
FBCG

EverSource Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

EverSource Wealth Advisors’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 		$8.88K Hold
143
– – ﹤0.01% 2972
2026
Q1 		$7.17K Buy
+143
New +$7.61K ﹤0.01% 3095
2025
Q2 		– Sell
-3,557
Closed -$142K – 4287
2025
Q1 		$142K Buy
+3,557
New +$161K 0.01% 783

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM

EverSource Wealth Advisors's FBCG Position: Q2 2026 in Review

EverSource Wealth Advisors held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 143 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

EverSource Wealth Advisors first reported a position in FBCG in Q1 2025 and has held it in 3 quarters since. The position peaked at $142K in Q1 2025. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • EverSource Wealth Advisors held 143 shares of Fidelity Blue Chip Growth ETF worth $8.88K as of Q2 2026.
  • EverSource Wealth Advisors left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2972 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $142K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.