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 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Financial Inc's FELG Position: Q2 2026 in Review

Key Financial Inc reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 58% in Q2 2026, selling an estimated $586K and leaving 10,082 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #203.

Key Financial Inc first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. The position peaked at $994K in Q4 2025. 247 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Key Financial Inc held 10,082 shares of Fidelity Enhanced Large Cap Growth ETF worth $441K as of Q2 2026.
Key Financial Inc sold 13,753 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $586K.
Fidelity Enhanced Large Cap Growth ETF made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #203 holding.
Key Financial Inc first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Key Financial Inc's Fidelity Enhanced Large Cap Growth ETF position peaked at $994K in Q4 2025.
247 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.