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Money Concepts Capital’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Money Concepts Capital’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 		$1.41M Buy
28,164
+11,331
+67% +$603K 0.08% 229
2025
Q4 		$923K Buy
+16,833
New +$913K 0.05% 275
2023
Q1 		– Sell
-2,265
Closed -$47.8K – 1263
2022
Q4 		$47.8K Buy
+2,265
New +$49.9K ﹤0.01% 1263
2022
Q2 		– Sell
-2,825
Closed -$85K – 1807
2022
Q1 		$85K Buy
2,825
+2,596
+1,134% +$77.8K ﹤0.01% 1045
2021
Q4 		$8K Buy
+229
New +$7.93K ﹤0.01% 687

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return