Regal Investment Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Regal Investment Advisors’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 Q1	$421K	Buy	11,217 +6	+0.1%	+$239	0.02%	464
2025 Q4	$468K	Buy	11,211 +9	+0.1%	+$374	0.03%	437
2025 Q3	$461K	Buy	11,202 +9	+0.1%	+$350	0.03%	392
2025 Q2	$414K	Buy	11,193 +312	+3%	+$10.4K	0.03%	366
2025 Q1	$343K	Buy	10,881 +912	+9%	+$31.5K	0.03%	379
2024 Q4	$353K	Buy	9,969 +1,206	+14%	+$41.8K	0.03%	382
2024 Q3	$291K	Buy	8,763 +15	+0.2%	+$480	0.02%	456
2024 Q2	$282K	Buy	+8,748	New	+$263K	0.02%	476

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Regal Investment Advisors's FELG Position: Q1 2026 in Review

Regal Investment Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.05% in Q1 2026, buying an estimated $239 and bringing the position to 11,217 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #464.

Regal Investment Advisors first reported a position in FELG in Q2 2024 and has held it in 8 quarters since. The position peaked at $468K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Regal Investment Advisors held 11,217 shares of Fidelity Enhanced Large Cap Growth ETF worth $421K as of Q1 2026.
Regal Investment Advisors bought 6 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $239.
Fidelity Enhanced Large Cap Growth ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #464 holding.
Regal Investment Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Regal Investment Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $468K in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.