FCA
FBCG

FinTrust Capital Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

FinTrust Capital 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
2024
Q3 		$3.56K Sell
83
-31
-27% -$1.28K ﹤0.01% 1148
2024
Q2 		$4.86K Buy
+114
New +$4.5K ﹤0.01% 1060

Other funds holding FBCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's FBCG Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 27% in Q3 2024, selling an estimated $1.28K and leaving 83 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

FinTrust Capital Advisors first reported a position in FBCG in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.86K in Q2 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

  • FinTrust Capital Advisors held 83 shares of Fidelity Blue Chip Growth ETF worth $3.56K as of Q3 2024.
  • FinTrust Capital Advisors sold 31 Fidelity Blue Chip Growth ETF shares in Q3 2024, an estimated $1.28K.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1148 holding.
  • FinTrust Capital Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • FinTrust Capital Advisors's Fidelity Blue Chip Growth ETF position peaked at $4.86K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.