Heritage Wealth Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Heritage Wealth 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 Q1	$20.7K	Hold	552	–	–	﹤0.01%	434
2025 Q4	$23K	Hold	552	–	–	﹤0.01%	391
2025 Q3	$22.7K	Hold	552	–	–	﹤0.01%	366
2025 Q2	$20.4K	Hold	552	–	–	﹤0.01%	373
2025 Q1	$17.4K	Buy	+552	New	+$19.1K	﹤0.01%	383

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

Heritage Wealth Advisors's FELG Position: Q1 2026 in Review

Heritage Wealth Advisors held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q1 2026 at 552 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Heritage Wealth Advisors first reported a position in FELG in Q1 2025 and has held it in 5 quarters since. The position peaked at $23K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Heritage Wealth Advisors held 552 shares of Fidelity Enhanced Large Cap Growth ETF worth $20.7K as of Q1 2026.
Heritage Wealth Advisors left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q1 2026.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #434 holding.
Heritage Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Heritage Wealth Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $23K in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.