Forvis Mazars Wealth Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Forvis Mazars Wealth Advisors’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
2025 Q2	–	Sell	-15,025	Closed	-$473K	–	400
2025 Q1	$473K	Hold	15,025	–	–	0.01%	290
2024 Q4	$531K	Hold	15,025	–	–	0.01%	301
2024 Q3	$499K	Buy	15,025 +138	+0.9%	+$4.42K	0.01%	316
2024 Q2	$480K	Hold	14,887	–	–	0.01%	299
2024 Q1	$440K	Sell	14,887 -6,592	-31%	-$185K	0.01%	308
2023 Q4	$563K	Buy	+21,479	New	+$552K	0.02%	258

Other funds holding FELG

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

IFA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FELG Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2025, closing a stake of 15,025 shares — an estimated $473K sold.

Forvis Mazars Wealth Advisors first reported a position in FELG in Q4 2023 and held it in 6 quarters. The position peaked at $563K in Q4 2023. 171 funds tracked by Wall St. Rank hold FELG as of Q2 2025.

Forvis Mazars Wealth Advisors reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 15,025 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2025, an estimated $473K.
Forvis Mazars Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $563K in Q4 2023.
171 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.