Root Financial Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Root Financial 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
2026 Q3	$66.9K	Buy	+1,058	New	+$65.2K	﹤0.01%	933

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Root Financial Partners's FBCG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q3 2026: 1,058 shares worth $66.9K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

309 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

Root Financial Partners held 1,058 shares of Fidelity Blue Chip Growth ETF worth $66.9K as of Q3 2026.
Fidelity Blue Chip Growth ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #933 holding.
309 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.