SHP Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

SHP Wealth Management’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	$547K	Buy	14,586 +11	+0.1%	+$439	0.04%	141
2025 Q4	$608K	Buy	+14,575	New	+$606K	0.05%	126

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's FELG Position: Q1 2026 in Review

SHP Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.08% in Q1 2026, buying an estimated $439 and bringing the position to 14,586 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #141.

SHP Wealth Management first reported a position in FELG in Q4 2025 and has held it in 2 quarters since. The position peaked at $608K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

SHP Wealth Management held 14,586 shares of Fidelity Enhanced Large Cap Growth ETF worth $547K as of Q1 2026.
SHP Wealth Management bought 11 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $439.
Fidelity Enhanced Large Cap Growth ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #141 holding.
SHP Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $608K in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.