FFA
FBCG icon

Florida Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Florida Financial 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
2026
Q1 		$505K Buy
10,080
+3,190
+46% +$170K 0.12% 168
2025
Q4 		$378K Sell
6,890
-112
-2% -$6.08K 0.1% 179
2025
Q3 		$376K Sell
7,002
-2,999
-30% -$153K 0.12% 173
2025
Q2 		$482K Buy
10,001
+2,285
+30% +$97.5K 0.16% 143
2025
Q1 		$308K Sell
7,716
-5,776
-43% -$261K 0.12% 167
2024
Q4 		$624K Buy
13,492
+2,066
+18% +$93.6K 0.28% 70
2024
Q3 		$489K Buy
11,426
+1,140
+11% +$47.2K 0.25% 77
2024
Q2 		$437K Sell
10,286
-1,318
-11% -$52K 0.26% 71
2024
Q1 		$446K Buy
11,604
+2,043
+21% +$73.7K 0.33% 55
2023
Q4 		$318K Buy
+9,561
New +$294K 0.3% 65

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return