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

Rollins Financial 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	$3.32M	Sell	66,165 -199	-0.3%	-$10.6K	0.52%	34
2025 Q4	$3.64M	Sell	66,364 -2,661	-4%	-$144K	0.53%	34
2025 Q3	$3.7M	Buy	69,025 +1,854	+3%	+$94.4K	0.56%	33
2025 Q2	$3.24M	Sell	67,171 -15,715	-19%	-$670K	0.52%	34
2025 Q1	$3.31M	Buy	82,886 +8,552	+12%	+$387K	0.58%	32
2024 Q4	$3.44M	Buy	74,334 +8,717	+13%	+$395K	0.54%	31
2024 Q3	$2.81M	Buy	65,617 +53,011	+421%	+$2.19M	0.47%	33
2024 Q2	$535K	Buy	+12,606	New	+$498K	0.09%	73

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

Rollins Financial Advisors's FBCG Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.3% in Q1 2026, selling an estimated $10.6K and leaving 66,165 shares worth $3.32M. The position accounts for 0.52% of the portfolio, ranked #34.

Rollins Financial Advisors first reported a position in FBCG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.7M in Q3 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Rollins Financial Advisors held 66,165 shares of Fidelity Blue Chip Growth ETF worth $3.32M as of Q1 2026.
Rollins Financial Advisors sold 199 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $10.6K.
Fidelity Blue Chip Growth ETF made up 0.52% of Rollins Financial Advisors's portfolio in Q1 2026, its #34 holding.
Rollins Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 8 quarters since.
Rollins Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $3.7M in Q3 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.