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 Q2	$409K	Buy	9,348 +8	+0.1%	+$341	0.01%	642
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 $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.09% in Q2 2026, buying an estimated $341 and bringing the position to 9,348 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #642.

EverSource Wealth Advisors first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

EverSource Wealth Advisors held 9,348 shares of Fidelity Enhanced Large Cap Growth ETF worth $409K as of Q2 2026.
EverSource Wealth Advisors bought 8 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $341.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #642 holding.
EverSource Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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