National Wealth Management Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

National Wealth Management Group’s Portfolio FELG Stock Details FELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$383K	Hold	8,762	–	–	0.12%	145
2026 Q1	$328K	Sell	8,762 -300	-3%	-$12K	0.12%	151
2025 Q4	$378K	Sell	9,062 -490	-5%	-$20.4K	0.13%	157
2025 Q3	$393K	Sell	9,552 -250	-3%	-$9.71K	0.15%	156
2025 Q2	$363K	Buy	9,802 +160	+2%	+$5.34K	0.2%	113
2025 Q1	$304K	Hold	9,642	–	–	0.2%	112
2024 Q4	$341K	Hold	9,642	–	–	0.23%	96
2024 Q3	$320K	Hold	9,642	–	–	0.22%	111
2024 Q2	$311K	Hold	9,642	–	–	0.24%	95
2024 Q1	$285K	Hold	9,642	–	–	0.22%	112
2023 Q4	$253K	Buy	+9,642	New	+$248K	0.24%	115

Other funds holding FELG

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

National Wealth Management Group's FELG Position: Q2 2026 in Review

National Wealth Management Group held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 8,762 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #145.

National Wealth Management Group first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. The position peaked at $393K in Q3 2025. 52 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

National Wealth Management Group held 8,762 shares of Fidelity Enhanced Large Cap Growth ETF worth $383K as of Q2 2026.
National Wealth Management Group left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.12% of National Wealth Management Group's portfolio in Q2 2026, its #145 holding.
National Wealth Management Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
National Wealth Management Group's Fidelity Enhanced Large Cap Growth ETF position peaked at $393K in Q3 2025.
52 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.