LPL Financial’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

LPL Financial’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 Q1	$144M	Buy	3,832,606 +1,065,295	+38%	+$42.5M	0.04%	440
2025 Q4	$115M	Buy	2,767,311 +864,527	+45%	+$35.9M	0.03%	494
2025 Q3	$78.2M	Buy	1,902,784 +66,202	+4%	+$2.57M	0.02%	634
2025 Q2	$68M	Buy	1,836,582 +592,630	+48%	+$19.8M	0.02%	632
2025 Q1	$39.2M	Buy	1,243,952 +669,864	+117%	+$23.2M	0.02%	800
2024 Q4	$20.3M	Buy	574,088 +177,620	+45%	+$6.15M	0.01%	1078
2024 Q3	$13.2M	Buy	396,468 +127,251	+47%	+$4.07M	0.01%	1278
2024 Q2	$8.68M	Buy	269,217 +135,587	+101%	+$4.08M	﹤0.01%	1472
2024 Q1	$3.95M	Buy	133,630 +9,409	+8%	+$264K	﹤0.01%	1962
2023 Q4	$3.26M	Buy	+124,221	New	+$3.19M	﹤0.01%	2017

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial's FELG Position: Q1 2026 in Review

LPL Financial increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 38% in Q1 2026, buying an estimated $42.5M and bringing the position to 3,832,606 shares worth $144M. The position accounts for 0.04% of the portfolio, ranked #440.

LPL Financial first reported a position in FELG in Q4 2023 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

LPL Financial held 3,832,606 shares of Fidelity Enhanced Large Cap Growth ETF worth $144M as of Q1 2026.
LPL Financial bought 1,065,295 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $42.5M.
Fidelity Enhanced Large Cap Growth ETF made up 0.04% of LPL Financial's portfolio in Q1 2026, its #440 holding.
LPL Financial first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.