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

Root Financial Partners’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 Q3	$122K	Buy	+2,698	New	+$118K	﹤0.01%	645

Other funds holding FELG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Root Financial Partners opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2026: 2,698 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

222 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Root Financial Partners held 2,698 shares of Fidelity Enhanced Large Cap Growth ETF worth $122K as of Q3 2026.
Fidelity Enhanced Large Cap Growth ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #645 holding.
222 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

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