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 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

FMA Wealth Management's FELG Position: Q2 2026 in Review

FMA Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.1% in Q2 2026, buying an estimated $512 and bringing the position to 11,607 shares worth $508K. The position accounts for 0.33% of the portfolio, ranked #27.

FMA Wealth Management first reported a position in FELG in Q3 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

FMA Wealth Management held 11,607 shares of Fidelity Enhanced Large Cap Growth ETF worth $508K as of Q2 2026.
FMA Wealth Management bought 12 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $512.
Fidelity Enhanced Large Cap Growth ETF made up 0.33% of FMA Wealth Management's portfolio in Q2 2026, its #27 holding.
FMA Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
42 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.