LVW Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

LVW Advisors’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	$227K	Hold	5,043	–	–	0.02%	419
2026 Q2	$221K	Buy	+5,043	New	+$215K	0.02%	425
2026 Q1	–	Sell	-5,043	Closed	-$210K	–	447
2025 Q4	$210K	Hold	5,043	–	–	0.02%	324
2025 Q3	$207K	Buy	+5,043	New	+$196K	0.02%	335

Other funds holding FELG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

LVW Advisors's FELG Position: Q3 2026 in Review

LVW Advisors held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q3 2026 at 5,043 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #419.

LVW Advisors first reported a position in FELG in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

LVW Advisors held 5,043 shares of Fidelity Enhanced Large Cap Growth ETF worth $227K as of Q3 2026.
LVW Advisors left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q3 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #419 holding.
LVW Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.