First Heartland Consultants’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

First Heartland Consultants’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	$7.31M	Buy	117,618 +2,609	+2%	+$155K	0.47%	54
2026 Q1	$5.76M	Sell	115,009 -20,180	-15%	-$1.07M	0.44%	55
2025 Q4	$7.41M	Sell	135,189 -223	-0.2%	-$12.1K	0.56%	48
2025 Q3	$7.27M	Sell	135,412 -56,144	-29%	-$2.86M	0.59%	45
2025 Q2	$9.24M	Buy	191,556 +20,643	+12%	+$881K	0.82%	31
2025 Q1	$6.83M	Buy	170,913 +23,664	+16%	+$1.07M	0.71%	39
2024 Q4	$6.81M	Buy	147,249 +97,509	+196%	+$4.42M	0.7%	37
2024 Q3	$2.13M	Buy	49,740 +2,398	+5%	+$99.2K	0.23%	84
2024 Q2	$2.01M	Buy	47,342 +4,003	+9%	+$158K	0.14%	110
2024 Q1	$1.67M	Buy	43,339 +1,210	+3%	+$43.6K	0.17%	126
2023 Q4	$1.4M	Buy	42,129 +2,475	+6%	+$76.2K	0.17%	119
2023 Q3	$1.15M	Buy	39,654 +11,990	+43%	+$361K	0.14%	135
2023 Q2	$823K	Buy	27,664 +7,516	+37%	+$202K	0.11%	155
2023 Q1	$513K	Buy	20,148 +8,277	+70%	+$196K	0.08%	195
2022 Q4	$250K	Buy	+11,871	New	+$262K	0.04%	310

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Heartland Consultants's FBCG Position: Q2 2026 in Review

First Heartland Consultants increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.3% in Q2 2026, buying an estimated $155K and bringing the position to 117,618 shares worth $7.31M. The position accounts for 0.47% of the portfolio, ranked #54.

First Heartland Consultants first reported a position in FBCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.24M in Q2 2025. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

First Heartland Consultants held 117,618 shares of Fidelity Blue Chip Growth ETF worth $7.31M as of Q2 2026.
First Heartland Consultants bought 2,609 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $155K.
Fidelity Blue Chip Growth ETF made up 0.47% of First Heartland Consultants's portfolio in Q2 2026, its #54 holding.
First Heartland Consultants first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and has held it in 15 quarters since.
First Heartland Consultants's Fidelity Blue Chip Growth ETF position peaked at $9.24M in Q2 2025.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.