Proficio Capital Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Proficio Capital Partners’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
2025 Q1	–	Sell	-6,842	Closed	-$317K	–	396
2024 Q4	$317K	Buy	6,842 +253	+4%	+$11.5K	0.03%	254
2024 Q3	$282K	Hold	6,589	–	–	0.03%	226
2024 Q2	$280K	Hold	6,589	–	–	0.03%	261
2024 Q1	$253K	Hold	6,589	–	–	0.03%	277
2023 Q4	$219K	Buy	+6,589	New	+$203K	0.03%	280
2022 Q1	–	Sell	-6,059	Closed	-$210K	–	301
2021 Q4	$210K	Buy	+6,059	New	+$210K	0.03%	285

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners's FBCG Position: Q1 2025 in Review

Proficio Capital Partners sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2025, closing a stake of 6,842 shares — an estimated $317K sold.

Proficio Capital Partners first reported a position in FBCG in Q4 2021 and held it in 6 quarters. The position peaked at $317K in Q4 2024. 197 funds tracked by Wall St. Rank hold FBCG as of Q1 2025.

Proficio Capital Partners reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
Proficio Capital Partners sold 6,842 Fidelity Blue Chip Growth ETF shares in Q1 2025, an estimated $317K.
Proficio Capital Partners first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 and held it in 6 quarters.
Proficio Capital Partners's Fidelity Blue Chip Growth ETF position peaked at $317K in Q4 2024.
197 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2025.

Based on Proficio Capital Partners's 13F filing for Q1 2025, filed 6 May 2025.