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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M Holdings Securities's FBCG Position: Q1 2026 in Review

M Holdings Securities increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 58% in Q1 2026, buying an estimated $1.44M and bringing the position to 73,177 shares worth $4.44M. The position accounts for 0.3% of the portfolio, ranked #61.

M Holdings Securities first reported a position in FBCG in Q4 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

M Holdings Securities held 73,177 shares of Fidelity Blue Chip Growth ETF worth $4.44M as of Q1 2026.
M Holdings Securities bought 26,974 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.44M.
Fidelity Blue Chip Growth ETF made up 0.3% of M Holdings Securities's portfolio in Q1 2026, its #61 holding.
M Holdings Securities first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 2 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.