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Rollins Financial Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Rollins Financial 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 		$1.77M Sell
47,204
-6,025
-11% -$240K 0.28% 46
2025
Q4 		$2.22M Sell
53,229
-683
-1% -$28.4K 0.33% 40
2025
Q3 		$2.22M Sell
53,912
-36
-0.1% -$1.4K 0.34% 41
2025
Q2 		$2M Sell
53,948
-9,638
-15% -$322K 0.32% 42
2025
Q1 		$2M Sell
63,586
-16,073
-20% -$556K 0.35% 41
2024
Q4 		$2.82M Sell
79,659
-3,565
-4% -$124K 0.44% 35
2024
Q3 		$2.76M Sell
83,224
-4,556
-5% -$146K 0.46% 34
2024
Q2 		$2.83M Sell
87,780
-12,723
-13% -$383K 0.49% 30
2024
Q1 		$2.97M Sell
100,503
-48,436
-33% -$1.36M 0.56% 29
2023
Q4 		$3.91M Buy
+148,939
New +$3.83M 0.82% 22

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MML Investors Services
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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return