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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Florida Financial Advisors's FBCG Position: Q1 2026 in Review

Florida Financial Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 46% in Q1 2026, buying an estimated $170K and bringing the position to 10,080 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #168.

Florida Financial Advisors first reported a position in FBCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $624K in Q4 2024. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Florida Financial Advisors held 10,080 shares of Fidelity Blue Chip Growth ETF worth $505K as of Q1 2026.
Florida Financial Advisors bought 3,190 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $170K.
Fidelity Blue Chip Growth ETF made up 0.12% of Florida Financial Advisors's portfolio in Q1 2026, its #168 holding.
Florida Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $624K in Q4 2024.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.