SNB
FELG icon

Security National Bank’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Security National Bank’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
Q1 		$414K Hold
11,056
– – 0.06% 107
2025
Q4 		$461K Sell
11,056
-119
-1% -$4.95K 0.07% 102
2025
Q3 		$460K Hold
11,175
– – 0.07% 98
2025
Q2 		$414K Hold
11,175
– – 0.07% 95
2025
Q1 		$352K Hold
11,175
– – 0.07% 95
2024
Q4 		$395K Hold
11,175
– – 0.06% 86
2024
Q3 		$371K Hold
11,175
– – 0.05% 94
2024
Q2 		$361K Hold
11,175
– – 0.05% 92
2024
Q1 		$330K Hold
11,175
– – 0.05% 93
2023
Q4 		$293K Buy
+11,175
New +$287K 0.07% 95

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Commonwealth Equity Services
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LPL Financial
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Raymond James Financial
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return