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

Salus 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	$10.4M	Buy	206,806 +22,022	+12%	+$1.17M	6.04%	5
2025 Q4	$10.1M	Sell	184,784 -10,645	-5%	-$577K	6.07%	5
2025 Q3	$10.5M	Sell	195,429 -21,392	-10%	-$1.09M	6.47%	5
2025 Q2	$10.5M	Buy	216,821 +41,576	+24%	+$1.77M	7.03%	5
2025 Q1	$7M	Buy	+175,245	New	+$7.93M	5.3%	5

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

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

Salus Financial Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 12% in Q1 2026, buying an estimated $1.17M and bringing the position to 206,806 shares worth $10.4M. The position accounts for 6.04% of the portfolio, ranked #5.

Salus Financial Advisors first reported a position in FBCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q3 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Salus Financial Advisors held 206,806 shares of Fidelity Blue Chip Growth ETF worth $10.4M as of Q1 2026.
Salus Financial Advisors bought 22,022 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.17M.
Fidelity Blue Chip Growth ETF made up 6.04% of Salus Financial Advisors's portfolio in Q1 2026, its #5 holding.
Salus Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 5 quarters since.
Salus Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $10.5M in Q3 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.