Fort Sheridan Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Fort Sheridan 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	$267K	Buy	5,329 +185	+4%	+$9.84K	0.03%	240
2025 Q4	$282K	Buy	5,144 +269	+6%	+$14.6K	0.04%	220
2025 Q3	$262K	Sell	4,875 -2,285	-32%	-$116K	0.03%	222
2025 Q2	$345K	Buy	7,160 +730	+11%	+$31.1K	0.05%	194
2025 Q1	$257K	Buy	6,430 +1,300	+25%	+$58.8K	0.04%	214
2024 Q4	$237K	Buy	+5,130	New	+$233K	0.03%	228

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

Fort Sheridan Advisors's FBCG Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.6% in Q1 2026, buying an estimated $9.84K and bringing the position to 5,329 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #240.

Fort Sheridan Advisors first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $345K in Q2 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Fort Sheridan Advisors held 5,329 shares of Fidelity Blue Chip Growth ETF worth $267K as of Q1 2026.
Fort Sheridan Advisors bought 185 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $9.84K.
Fidelity Blue Chip Growth ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q1 2026, its #240 holding.
Fort Sheridan Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
Fort Sheridan Advisors's Fidelity Blue Chip Growth ETF position peaked at $345K in Q2 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.