LGT Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

LGT Financial Advisors’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$433K	Buy	+6,975	New	+$414K	2.29%	7
2026 Q1	–	Sell	-5,000	Closed	-$274K	–	256
2025 Q4	$274K	Sell	5,000 -5,000	-50%	-$271K	1.68%	10
2025 Q3	$537K	Sell	10,000 -1,000	-9%	-$50.9K	1.16%	20
2025 Q2	$531K	Hold	11,000	–	–	1.35%	20
2025 Q1	$440K	Buy	+11,000	New	+$498K	1.34%	19
2024 Q4	–	Sell	-16,500	Closed	-$706K	–	739
2024 Q3	$706K	Buy	+16,500	New	+$683K	1.74%	15

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LGT Financial Advisors's FBCG Position: Q2 2026 in Review

LGT Financial Advisors opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026: 6,975 shares worth $433K. The stake represents 2.29% of the portfolio and ranks #7 among its holdings. This is a return to the name: LGT Financial Advisors previously reported a position in FBCG as recently as Q4 2025.

LGT Financial Advisors first reported a position in FBCG in Q3 2024 and has held it in 6 quarters since. The position peaked at $706K in Q3 2024. 146 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

LGT Financial Advisors held 6,975 shares of Fidelity Blue Chip Growth ETF worth $433K as of Q2 2026.
Fidelity Blue Chip Growth ETF was a new LGT Financial Advisors position in Q2 2026.
Fidelity Blue Chip Growth ETF made up 2.29% of LGT Financial Advisors's portfolio in Q2 2026, its #7 holding.
LGT Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 6 quarters since.
LGT Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $706K in Q3 2024.
146 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

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