Focus Partners Wealth’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Focus Partners Wealth’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	$32.1M	Buy	639,600 +23,427	+4%	+$1.25M	0.04%	383
2025 Q4	$33.8M	Buy	616,173 +33,901	+6%	+$1.84M	0.04%	366
2025 Q3	$31.2M	Buy	582,272 +71,228	+14%	+$3.63M	0.05%	298
2025 Q2	$24.7M	Sell	511,044 -11,166	-2%	-$476K	0.05%	312
2025 Q1	$20.9M	Buy	522,210 +49,731	+11%	+$2.25M	0.05%	321
2024 Q4	$21.9M	Buy	+472,479	New	+$21.4M	0.06%	307
2024 Q3	–	Sell	-329,956	Closed	-$14.4M	–	1618
2024 Q2	$14.4M	Buy	329,956 +54,068	+20%	+$2.13M	0.05%	300
2024 Q1	$10.2M	Buy	+275,888	New	+$9.95M	0.08%	214

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

Focus Partners Wealth's FBCG Position: Q1 2026 in Review

Focus Partners Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.8% in Q1 2026, buying an estimated $1.25M and bringing the position to 639,600 shares worth $32.1M. The position accounts for 0.04% of the portfolio, ranked #383.

Focus Partners Wealth first reported a position in FBCG in Q1 2024 and has held it in 8 quarters since. The position peaked at $33.8M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Focus Partners Wealth held 639,600 shares of Fidelity Blue Chip Growth ETF worth $32.1M as of Q1 2026.
Focus Partners Wealth bought 23,427 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.25M.
Fidelity Blue Chip Growth ETF made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #383 holding.
Focus Partners Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Fidelity Blue Chip Growth ETF position peaked at $33.8M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.