FHC
FBCG

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
Q3 		$12.9M Buy
203,733
+86,115
+73% +$5.31M 0.86% 27
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

KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

First Heartland Consultants's FBCG Position: Q3 2026 in Review

First Heartland Consultants increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 73% in Q3 2026, buying an estimated $5.31M and bringing the position to 203,733 shares worth $12.9M. The position accounts for 0.86% of the portfolio, ranked #27.

First Heartland Consultants first reported a position in FBCG in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • First Heartland Consultants held 203,733 shares of Fidelity Blue Chip Growth ETF worth $12.9M as of Q3 2026.
  • First Heartland Consultants bought 86,115 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $5.31M.
  • Fidelity Blue Chip Growth ETF made up 0.86% of First Heartland Consultants's portfolio in Q3 2026, its #27 holding.
  • First Heartland Consultants first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 21 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.