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HB Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

HB Wealth Management’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 		$229K Buy
+5,231
New +$223K ﹤0.01% 1526
2026
Q1 		– Sell
-5,231
Closed -$218K – 1567
2025
Q4 		$218K Hold
5,231
– – ﹤0.01% 1295
2025
Q3 		$215K Buy
+5,231
New +$203K ﹤0.01% 1244

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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 $398M AUM 11.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HB Wealth Management's FELG Position: Q2 2026 in Review

HB Wealth Management opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2026: 5,231 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in FELG as recently as Q4 2025.

HB Wealth Management first reported a position in FELG in Q3 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • HB Wealth Management held 5,231 shares of Fidelity Enhanced Large Cap Growth ETF worth $229K as of Q2 2026.
  • Fidelity Enhanced Large Cap Growth ETF was a new HB Wealth Management position in Q2 2026.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1526 holding.
  • HB Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.