Gladstone Institutional Advisory’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Gladstone Institutional Advisory’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
2026 Q2	$703K	Buy	16,078 +8,755	+120%	+$373K	0.02%	501
2026 Q1	$275K	Buy	+7,323	New	+$292K	0.01%	703

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gladstone Institutional Advisory's FELG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 120% in Q2 2026, buying an estimated $373K and bringing the position to 16,078 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #501.

Gladstone Institutional Advisory first reported a position in FELG in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Gladstone Institutional Advisory held 16,078 shares of Fidelity Enhanced Large Cap Growth ETF worth $703K as of Q2 2026.
Gladstone Institutional Advisory bought 8,755 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $373K.
Fidelity Enhanced Large Cap Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #501 holding.
Gladstone Institutional Advisory first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.