Independence Financial Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Independence Financial 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 Q3	$63.1M	Buy	1,399,471 +58,871	+4%	+$2.58M	15.84%	1
2026 Q2	$58.7M	Buy	1,340,600 +67,124	+5%	+$2.86M	15.21%	1
2026 Q1	$47.7M	Sell	1,273,476 -37,260	-3%	-$1.49M	14.33%	1
2025 Q4	$54.7M	Buy	1,310,736 +535,968	+69%	+$22.3M	15.02%	1
2025 Q3	$31.9M	Sell	774,768 -55,588	-7%	-$2.16M	9.7%	1
2025 Q2	$30.7M	Buy	830,356 +774,977	+1,399%	+$25.9M	11.96%	1
2025 Q1	$1.74M	Buy	+55,379	New	+$1.92M	0.66%	19

Other funds holding FELG

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independence Financial Advisors's FELG Position: Q3 2026 in Review

Independence Financial Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 4.4% in Q3 2026, buying an estimated $2.58M and bringing the position to 1,399,471 shares worth $63.1M. The position accounts for 15.84% of the portfolio, ranked #1.

Independence Financial Advisors first reported a position in FELG in Q1 2025 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Independence Financial Advisors held 1,399,471 shares of Fidelity Enhanced Large Cap Growth ETF worth $63.1M as of Q3 2026.
Independence Financial Advisors bought 58,871 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $2.58M.
Fidelity Enhanced Large Cap Growth ETF made up 15.84% of Independence Financial Advisors's portfolio in Q3 2026, its #1 holding.
Independence Financial Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.