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

Kestra Private Wealth 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	$481K	Buy	12,827 +8	+0.1%	+$319	0.01%	1230
2025 Q4	$535K	Sell	12,819 -5,424	-30%	-$226K	0.01%	1128
2025 Q3	$750K	Sell	18,243 -3,763	-17%	-$146K	0.01%	902
2025 Q2	$815K	Buy	22,006 +6,051	+38%	+$202K	0.01%	821
2025 Q1	$503K	Sell	15,955 -3,641	-19%	-$126K	0.01%	957
2024 Q4	$693K	Sell	19,596 -52,361	-73%	-$1.81M	0.01%	786
2024 Q3	$2.39M	Buy	+71,957	New	+$2.3M	0.04%	380

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

Kestra Private Wealth Services's FELG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.06% in Q1 2026, buying an estimated $319 and bringing the position to 12,827 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #1230.

Kestra Private Wealth Services first reported a position in FELG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q3 2024. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Kestra Private Wealth Services held 12,827 shares of Fidelity Enhanced Large Cap Growth ETF worth $481K as of Q1 2026.
Kestra Private Wealth Services bought 8 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $319.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1230 holding.
Kestra Private Wealth Services first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's Fidelity Enhanced Large Cap Growth ETF position peaked at $2.39M in Q3 2024.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.