MHS
FBCG

M Holdings Securities’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-73,177
Closed -$4.44M – 192
2026
Q1 		$4.44M Buy
73,177
+26,974
+58% +$1.44M 0.3% 61
2025
Q4 		$2.53M Buy
+46,203
New +$2.51M 0.18% 100

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M Holdings Securities's FBCG Position: Q2 2026 in Review

M Holdings Securities sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026, closing a stake of 73,177 shares — an estimated $4.44M sold.

M Holdings Securities first reported a position in FBCG in Q4 2025 and held it in 2 quarters. The position peaked at $4.44M in Q1 2026. 318 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • M Holdings Securities reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 73,177 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $4.44M.
  • M Holdings Securities first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Fidelity Blue Chip Growth ETF position peaked at $4.44M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.