Halbert Hargrove Global Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Halbert Hargrove Global 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
2026 Q2	$11.1K	Hold	253	–	–	﹤0.01%	303
2026 Q1	$9.5K	Hold	253	–	–	﹤0.01%	288
2025 Q4	$10.6K	Hold	253	–	–	﹤0.01%	290
2025 Q3	$10.4K	Hold	253	–	–	﹤0.01%	330
2025 Q2	$9.38K	Hold	253	–	–	﹤0.01%	235
2025 Q1	$7.98K	Hold	253	–	–	﹤0.01%	272
2024 Q4	$8.96K	Buy	+253	New	+$8.77K	﹤0.01%	234

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

Halbert Hargrove Global Advisors's FELG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 253 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Halbert Hargrove Global Advisors first reported a position in FELG in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Halbert Hargrove Global Advisors held 253 shares of Fidelity Enhanced Large Cap Growth ETF worth $11.1K as of Q2 2026.
Halbert Hargrove Global Advisors left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #303 holding.
Halbert Hargrove Global Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.