FSM Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

FSM Wealth 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 Q2	$628K	Sell	10,106 -61	-0.6%	-$3.62K	0.07%	156
2026 Q1	$510K	Sell	10,167 -228	-2%	-$12.1K	0.07%	162
2025 Q4	$570K	Sell	10,395 -794	-7%	-$43.1K	0.08%	149
2025 Q3	$600K	Hold	11,189	–	–	0.08%	147
2025 Q2	$540K	Buy	+11,189	New	+$477K	0.09%	146

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

FSM Wealth Advisors's FBCG Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.6% in Q2 2026, selling an estimated $3.62K and leaving 10,106 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #156.

FSM Wealth Advisors first reported a position in FBCG in Q2 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

FSM Wealth Advisors held 10,106 shares of Fidelity Blue Chip Growth ETF worth $628K as of Q2 2026.
FSM Wealth Advisors sold 61 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $3.62K.
Fidelity Blue Chip Growth ETF made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #156 holding.
FSM Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and has held it in 5 quarters since.
146 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.