LJI Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

LJI Wealth Management’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 Q1	$481K	Hold	9,590	–	–	0.08%	107
2025 Q4	$526K	Sell	9,590 -6	-0.1%	-$325	0.08%	106
2025 Q3	$515K	Hold	9,596	–	–	0.09%	86
2025 Q2	$463K	Hold	9,596	–	–	0.08%	100
2025 Q1	$384K	Hold	9,596	–	–	0.08%	110
2024 Q4	$444K	Sell	9,596 -4,674	-33%	-$212K	0.09%	100
2024 Q3	$610K	Buy	14,270 +361	+3%	+$14.9K	0.12%	86
2024 Q2	$590K	Buy	13,909 +895	+7%	+$35.3K	0.13%	83
2024 Q1	$501K	Buy	13,014 +319	+3%	+$11.5K	0.13%	79
2023 Q4	$423K	Hold	12,695	–	–	0.11%	98
2023 Q3	$368K	Buy	12,695 +2,212	+21%	+$66.6K	0.11%	102
2023 Q2	$312K	Sell	10,483 -744	-7%	-$20K	0.09%	114
2023 Q1	$286K	Buy	+11,227	New	+$265K	0.09%	119

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LJI Wealth Management's FBCG Position: Q1 2026 in Review

LJI Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q1 2026 at 9,590 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #107.

LJI Wealth Management first reported a position in FBCG in Q1 2023 and has held it in 13 quarters since. The position peaked at $610K in Q3 2024. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

LJI Wealth Management held 9,590 shares of Fidelity Blue Chip Growth ETF worth $481K as of Q1 2026.
LJI Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q1 2026.
Fidelity Blue Chip Growth ETF made up 0.08% of LJI Wealth Management's portfolio in Q1 2026, its #107 holding.
LJI Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2023 and has held it in 13 quarters since.
LJI Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $610K in Q3 2024.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.