Key Financial Inc’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Key Financial Inc’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	$455K	Hold	10,082	–	–	0.07%	201
2026 Q2	$441K	Sell	10,082 -13,753	-58%	-$586K	0.07%	203
2026 Q1	$894K	Hold	23,835	–	–	0.16%	120
2025 Q4	$994K	Hold	23,835	–	–	0.18%	103
2025 Q3	$985K	Sell	23,835 -2,309	-9%	-$89.7K	0.18%	104
2025 Q2	$968K	Hold	26,144	–	–	0.19%	99
2025 Q1	$824K	Hold	26,144	–	–	0.18%	106
2024 Q4	$924K	Hold	26,144	–	–	0.21%	90
2024 Q3	$867K	Hold	26,144	–	–	0.19%	100
2024 Q2	$843K	Hold	26,144	–	–	0.2%	90
2024 Q1	$773K	Hold	26,144	–	–	0.2%	92
2023 Q4	$686K	Buy	+26,144	New	+$671K	0.19%	97

Other funds holding FELG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Key Financial Inc's FELG Position: Q3 2026 in Review

Key Financial Inc held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q3 2026 at 10,082 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #201.

Key Financial Inc first reported a position in FELG in Q4 2023 and has held it in 12 quarters since. The position peaked at $994K in Q4 2025. 188 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Key Financial Inc held 10,082 shares of Fidelity Enhanced Large Cap Growth ETF worth $455K as of Q3 2026.
Key Financial Inc left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q3 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.07% of Key Financial Inc's portfolio in Q3 2026, its #201 holding.
Key Financial Inc first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Key Financial Inc's Fidelity Enhanced Large Cap Growth ETF position peaked at $994K in Q4 2025.
188 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.