EWA
FELG icon

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

EverSource 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 		$350K Sell
9,340
-47
-0.5% -$1.87K 0.01% 770
2025
Q4 		$391K Buy
9,387
+66
+0.7% +$2.74K 0.01% 628
2025
Q3 		$383K Buy
9,321
+8
+0.1% +$311 0.02% 607
2025
Q2 		$345K Sell
9,313
-155
-2% -$5.17K 0.02% 599
2025
Q1 		$298K Buy
9,468
+11
+0.1% +$380 0.02% 531
2024
Q4 		$334K Buy
9,457
+269
+3% +$9.32K 0.02% 480
2024
Q3 		$305K Buy
9,188
+10
+0.1% +$320 0.02% 441
2024
Q2 		$290K Buy
9,178
+13
+0.1% +$391 0.02% 446
2024
Q1 		$260K Buy
9,165
+19
+0.2% +$533 0.02% 422
2023
Q4 		$240K Buy
+9,146
New +$235K 0.02% 389

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return