Moors & Cabot’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Moors & Cabot’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	–	Sell	-4,706	Closed	-$258K	–	945
2025 Q4	$258K	Buy	4,706 +500	+12%	+$27.1K	0.01%	756
2025 Q3	$226K	Buy	+4,206	New	+$214K	0.01%	792
2025 Q2	–	Sell	-5,806	Closed	-$232K	–	915
2025 Q1	$232K	Sell	5,806 -180	-3%	-$8.14K	0.01%	730
2024 Q4	$277K	Buy	+5,986	New	+$271K	0.01%	685

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

Moors & Cabot's FBCG Position: Q1 2026 in Review

Moors & Cabot sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 4,706 shares — an estimated $258K sold.

Moors & Cabot first reported a position in FBCG in Q4 2024 and held it in 4 quarters. The position peaked at $277K in Q4 2024. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Moors & Cabot reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
Moors & Cabot sold 4,706 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $258K.
Moors & Cabot first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and held it in 4 quarters.
Moors & Cabot's Fidelity Blue Chip Growth ETF position peaked at $277K in Q4 2024.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.