KAS
FELG icon

Kestra Advisory Services’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Kestra Advisory Services’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 		$56.9M Buy
1,517,007
+727,523
+92% +$29M 0.22% 87
2025
Q4 		$32.9M Buy
789,484
+166,432
+27% +$6.92M 0.14% 139
2025
Q3 		$25.6M Buy
623,052
+72,735
+13% +$2.83M 0.12% 171
2025
Q2 		$20.4M Buy
550,317
+72,126
+15% +$2.41M 0.1% 195
2025
Q1 		$15.1M Buy
478,191
+84,724
+22% +$2.93M 0.07% 245
2024
Q4 		$13.9M Buy
393,467
+31,423
+9% +$1.09M 0.08% 263
2024
Q3 		$12M Buy
362,044
+29,587
+9% +$947K 0.07% 310
2024
Q2 		$10.7M Buy
332,457
+114,759
+53% +$3.45M 0.06% 343
2024
Q1 		$6.43M Buy
217,698
+78,364
+56% +$2.2M 0.04% 438
2023
Q4 		$3.65M Buy
+139,334
New +$3.58M 0.03% 563

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IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
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Northwestern Mutual Wealth Management
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