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McIlrath & Eck’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

McIlrath & Eck’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
2024
Q1 		– Sell
-432
Closed -$11.3K – 947
2023
Q4 		$11.3K Buy
+432
New +$11.1K ﹤0.01% 532

Other funds holding FELG

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McIlrath & Eck's FELG Position: Q1 2024 in Review

McIlrath & Eck sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2024, closing a stake of 432 shares — an estimated $11.3K sold.

McIlrath & Eck first reported a position in FELG in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 86 funds tracked by Wall St. Rank hold FELG as of Q1 2024.

  • McIlrath & Eck reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • McIlrath & Eck sold 432 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2024, an estimated $11.3K.
  • McIlrath & Eck first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • McIlrath & Eck's Fidelity Enhanced Large Cap Growth ETF position peaked at $11.3K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.