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

Salus 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
2025
Q3 		– Sell
-6,772
Closed -$251K – 33
2025
Q2 		$251K Sell
6,772
-1,454
-18% -$48.5K 0.17% 30
2025
Q1 		$259K Sell
8,226
-184,994
-96% -$6.4M 0.2% 31
2024
Q4 		$6.83M Buy
+193,220
New +$6.69M 5.35% 6

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Salus Financial Advisors's FELG Position: Q3 2025 in Review

Salus Financial Advisors sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2025, closing a stake of 6,772 shares — an estimated $251K sold.

Salus Financial Advisors first reported a position in FELG in Q4 2024 and held it in 3 quarters. The position peaked at $6.83M in Q4 2024. 186 funds tracked by Wall St. Rank hold FELG as of Q3 2025.

  • Salus Financial Advisors reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Salus Financial Advisors sold 6,772 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2025, an estimated $251K.
  • Salus Financial Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Salus Financial Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $6.83M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2025.

Based on Salus Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.