Merit Financial Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Merit Financial Group’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	$5.42M	Sell	123,883 -5,597	-4%	-$239K	0.03%	409
2026 Q1	$4.85M	Buy	129,480 +86,086	+198%	+$3.43M	0.04%	394
2025 Q4	$1.81M	Buy	43,394 +6,686	+18%	+$278K	0.01%	687
2025 Q3	$1.51M	Buy	36,708 +12,147	+49%	+$472K	0.01%	681
2025 Q2	$909K	Buy	24,561 +11,263	+85%	+$376K	0.01%	839
2025 Q1	$419K	Buy	+13,298	New	+$460K	0.01%	1011

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Merit Financial Group's FELG Position: Q2 2026 in Review

Merit Financial Group reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 4.3% in Q2 2026, selling an estimated $239K and leaving 123,883 shares worth $5.42M. The position accounts for 0.03% of the portfolio, ranked #409.

Merit Financial Group first reported a position in FELG in Q1 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Merit Financial Group held 123,883 shares of Fidelity Enhanced Large Cap Growth ETF worth $5.42M as of Q2 2026.
Merit Financial Group sold 5,597 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $239K.
Fidelity Enhanced Large Cap Growth ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #409 holding.
Merit Financial Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.