Milestone Investment Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Milestone Investment Advisors’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	$2.03M	Buy	40,586 +8,992	+28%	+$478K	0.49%	42
2025 Q4	$1.73M	Buy	31,594 +1,005	+3%	+$54.5K	0.42%	42
2025 Q3	$1.64M	Buy	30,589 +509	+2%	+$25.9K	0.41%	43
2025 Q2	$1.45M	Buy	30,080 +14,156	+89%	+$604K	0.38%	45
2025 Q1	$636K	Buy	+15,924	New	+$720K	0.18%	57

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

Milestone Investment Advisors's FBCG Position: Q1 2026 in Review

Milestone Investment Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 28% in Q1 2026, buying an estimated $478K and bringing the position to 40,586 shares worth $2.03M. The position accounts for 0.49% of the portfolio, ranked #42.

Milestone Investment Advisors first reported a position in FBCG in Q1 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Milestone Investment Advisors held 40,586 shares of Fidelity Blue Chip Growth ETF worth $2.03M as of Q1 2026.
Milestone Investment Advisors bought 8,992 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $478K.
Fidelity Blue Chip Growth ETF made up 0.49% of Milestone Investment Advisors's portfolio in Q1 2026, its #42 holding.
Milestone Investment Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.