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

Rollins Financial’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
2023 Q4	$3.91M	Buy	+148,939	New	+$3.83M	0.82%	22

Other funds holding FELG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RFA

Rollins Financial Advisors New York City, New York $759M AUM 31.13% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rollins Financial's FELG Position: Q4 2023 in Review

Rollins Financial opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q4 2023: 148,939 shares worth $3.91M. The stake represents 0.82% of the portfolio and ranks #22 among its holdings.

80 funds tracked by Wall St. Rank hold FELG as of Q4 2023.

Rollins Financial held 148,939 shares of Fidelity Enhanced Large Cap Growth ETF worth $3.91M as of Q4 2023.
Fidelity Enhanced Large Cap Growth ETF was a new Rollins Financial position in Q4 2023.
Fidelity Enhanced Large Cap Growth ETF made up 0.82% of Rollins Financial's portfolio in Q4 2023, its #22 holding.
80 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.