Greenwood Capital Associates’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Greenwood Capital Associates’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 Q1	$4.05M	Buy	108,113 +13,103	+14%	+$523K	0.45%	80
2025 Q4	$3.96M	Buy	95,010 +29,400	+45%	+$1.22M	0.43%	75
2025 Q3	$2.7M	Buy	65,610 +13,612	+26%	+$529K	0.31%	88
2025 Q2	$1.93M	Buy	51,998 +9,153	+21%	+$306K	0.24%	96
2025 Q1	$1.35M	Buy	42,845 +28,349	+196%	+$981K	0.18%	112
2024 Q4	$513K	Buy	+14,496	New	+$502K	0.07%	182

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Greenwood Capital Associates's FELG Position: Q1 2026 in Review

Greenwood Capital Associates increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 14% in Q1 2026, buying an estimated $523K and bringing the position to 108,113 shares worth $4.05M. The position accounts for 0.45% of the portfolio, ranked #80.

Greenwood Capital Associates first reported a position in FELG in Q4 2024 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Greenwood Capital Associates held 108,113 shares of Fidelity Enhanced Large Cap Growth ETF worth $4.05M as of Q1 2026.
Greenwood Capital Associates bought 13,103 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $523K.
Fidelity Enhanced Large Cap Growth ETF made up 0.45% of Greenwood Capital Associates's portfolio in Q1 2026, its #80 holding.
Greenwood Capital Associates first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.