LI
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LRI Investments’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

LRI Investments’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
Q2 		$2.23K Hold
51
– – ﹤0.01% 1262
2026
Q1 		$1.91K Hold
51
– – ﹤0.01% 1265
2025
Q4 		$2.13K Hold
51
– – ﹤0.01% 1200
2025
Q3 		$2.1K Buy
+51
New +$1.98K ﹤0.01% 1196

Other funds holding FELG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LRI Investments's FELG Position: Q2 2026 in Review

LRI Investments held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 51 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

LRI Investments first reported a position in FELG in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • LRI Investments held 51 shares of Fidelity Enhanced Large Cap Growth ETF worth $2.23K as of Q2 2026.
  • LRI Investments left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1262 holding.
  • LRI Investments first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.