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

Gaddis Premier 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 Q1	$1.28M	Buy	25,478 +2,391	+10%	+$127K	0.94%	20
2025 Q4	$1.27M	Buy	+23,087	New	+$1.25M	0.96%	19

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

Gaddis Premier Wealth Advisors's FBCG Position: Q1 2026 in Review

Gaddis Premier Wealth Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 10% in Q1 2026, buying an estimated $127K and bringing the position to 25,478 shares worth $1.28M. The position accounts for 0.94% of the portfolio, ranked #20.

Gaddis Premier Wealth Advisors first reported a position in FBCG in Q4 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Gaddis Premier Wealth Advisors held 25,478 shares of Fidelity Blue Chip Growth ETF worth $1.28M as of Q1 2026.
Gaddis Premier Wealth Advisors bought 2,391 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $127K.
Fidelity Blue Chip Growth ETF made up 0.94% of Gaddis Premier Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Gaddis Premier Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 2 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.