FMA Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

FMA Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$521K	Sell	11,557 -50	-0.4%	-$2.19K	0.33%	30
2026 Q2	$508K	Buy	11,607 +12	+0.1%	+$512	0.33%	27
2026 Q1	$435K	Sell	11,595 -545	-4%	-$21.7K	0.29%	29
2025 Q4	$506K	Sell	12,140 -89	-0.7%	-$3.7K	0.33%	29
2025 Q3	$503K	Buy	12,229 +1,264	+12%	+$49.1K	0.35%	29
2025 Q2	$406K	Buy	10,965 +2,701	+33%	+$90.2K	0.3%	30
2025 Q1	$285K	Hold	8,264	–	–	0.22%	33
2024 Q4	$292K	Buy	8,264 +11	+0.1%	+$381	0.22%	34
2024 Q3	$274K	Buy	+8,253	New	+$264K	0.2%	36

Other funds holding FELG

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return

FMA Wealth Management's FELG Position: Q3 2026 in Review

FMA Wealth Management reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.43% in Q3 2026, selling an estimated $2.19K and leaving 11,557 shares worth $521K. The position accounts for 0.33% of the portfolio, ranked #30.

FMA Wealth Management first reported a position in FELG in Q3 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

FMA Wealth Management held 11,557 shares of Fidelity Enhanced Large Cap Growth ETF worth $521K as of Q3 2026.
FMA Wealth Management sold 50 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $2.19K.
Fidelity Enhanced Large Cap Growth ETF made up 0.33% of FMA Wealth Management's portfolio in Q3 2026, its #30 holding.
FMA Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.