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

Mutual 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	$3.99M	Buy	79,639 +982	+1%	+$52.2K	0.09%	227
2025 Q4	$4.31M	Buy	78,657 +3,570	+5%	+$194K	0.09%	212
2025 Q3	$4.02M	Buy	75,087 +31,626	+73%	+$1.61M	0.09%	222
2025 Q2	$2.17M	Buy	43,461 +1,512	+4%	+$64.5K	0.05%	301
2025 Q1	$1.7M	Sell	41,949 -2,776	-6%	-$126K	0.05%	325
2024 Q4	$2.09M	Buy	44,725 +490	+1%	+$22.2K	0.06%	274
2024 Q3	$1.93M	Buy	+44,235	New	+$1.83M	0.06%	288

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

Mutual Advisors's FBCG Position: Q1 2026 in Review

Mutual Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.2% in Q1 2026, buying an estimated $52.2K and bringing the position to 79,639 shares worth $3.99M. The position accounts for 0.09% of the portfolio, ranked #227.

Mutual Advisors first reported a position in FBCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.31M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Mutual Advisors held 79,639 shares of Fidelity Blue Chip Growth ETF worth $3.99M as of Q1 2026.
Mutual Advisors bought 982 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $52.2K.
Fidelity Blue Chip Growth ETF made up 0.09% of Mutual Advisors's portfolio in Q1 2026, its #227 holding.
Mutual Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 7 quarters since.
Mutual Advisors's Fidelity Blue Chip Growth ETF position peaked at $4.31M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.