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 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

Money Concepts Capital's FBCG Position: Q1 2026 in Review

Money Concepts Capital increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 67% in Q1 2026, buying an estimated $603K and bringing the position to 28,164 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #229.

Money Concepts Capital first reported a position in FBCG in Q4 2021 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Money Concepts Capital held 28,164 shares of Fidelity Blue Chip Growth ETF worth $1.41M as of Q1 2026.
Money Concepts Capital bought 11,331 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $603K.
Fidelity Blue Chip Growth ETF made up 0.08% of Money Concepts Capital's portfolio in Q1 2026, its #229 holding.
Money Concepts Capital first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 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 Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.