LongView Wealth Management
FELG icon

LongView Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

LongView Wealth Management’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 		$299K Buy
6,636
+452
+7% +$19.8K 0.07% 184
2026
Q2 		$271K Buy
+6,184
New +$264K 0.07% 194

Other funds holding FELG

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
InTrack Investment Management
InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return
Infinity Wealth Counsel
Infinity Wealth Counsel Loveland, Ohio $124M AUM 7.66% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

LongView Wealth Management's FELG Position: Q3 2026 in Review

LongView Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 7.3% in Q3 2026, buying an estimated $19.8K and bringing the position to 6,636 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #184.

LongView Wealth Management first reported a position in FELG in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

  • LongView Wealth Management held 6,636 shares of Fidelity Enhanced Large Cap Growth ETF worth $299K as of Q3 2026.
  • LongView Wealth Management bought 452 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $19.8K.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #184 holding.
  • LongView Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.