Lloyd Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Lloyd Advisory Services’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	$30.6K	Buy	+611	New	+$32.5K	0.01%	329

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

Lloyd Advisory Services's FBCG Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026: 611 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Lloyd Advisory Services held 611 shares of Fidelity Blue Chip Growth ETF worth $30.6K as of Q1 2026.
Fidelity Blue Chip Growth ETF was a new Lloyd Advisory Services position in Q1 2026.
Fidelity Blue Chip Growth ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #329 holding.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.