Sigma Planning Corp’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Sigma Planning Corp’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	$6.22M	Buy	124,060 +6,031	+5%	+$321K	0.17%	116
2025 Q4	$6.47M	Buy	118,029 +3,800	+3%	+$206K	0.18%	102
2025 Q3	$6.13M	Buy	114,229 +8,773	+8%	+$447K	0.17%	110
2025 Q2	$5.09M	Buy	105,456 +80	+0.1%	+$3.41K	0.15%	128
2025 Q1	$4.21M	Buy	105,376 +9,827	+10%	+$445K	0.13%	159
2024 Q4	$4.42M	Buy	95,549 +2,061	+2%	+$93.4K	0.14%	151
2024 Q3	$4M	Buy	93,488 +12,775	+16%	+$529K	0.12%	166
2024 Q2	$3.43M	Buy	80,713 +13,162	+19%	+$520K	0.11%	190
2024 Q1	$2.6M	Buy	67,551 +46,622	+223%	+$1.68M	0.08%	241
2023 Q4	$697K	Buy	20,929 +9,333	+80%	+$287K	0.05%	350
2023 Q3	$336K	Buy	11,596 +2,424	+26%	+$73K	0.01%	877
2023 Q2	$273K	Buy	9,172 +1,120	+14%	+$30.1K	0.01%	977
2023 Q1	$205K	Buy	+8,052	New	+$190K	0.01%	1168
2021 Q4	–	Sell	-17,102	Closed	-$556K	–	1415
2021 Q3	$556K	Buy	17,102 +4,992	+41%	+$166K	0.02%	770
2021 Q2	$395K	Buy	+12,110	New	+$371K	0.01%	936

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

Sigma Planning Corp's FBCG Position: Q1 2026 in Review

Sigma Planning Corp increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 5.1% in Q1 2026, buying an estimated $321K and bringing the position to 124,060 shares worth $6.22M. The position accounts for 0.17% of the portfolio, ranked #116.

Sigma Planning Corp first reported a position in FBCG in Q2 2021 and has held it in 15 quarters since. The position peaked at $6.47M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Sigma Planning Corp held 124,060 shares of Fidelity Blue Chip Growth ETF worth $6.22M as of Q1 2026.
Sigma Planning Corp bought 6,031 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $321K.
Fidelity Blue Chip Growth ETF made up 0.17% of Sigma Planning Corp's portfolio in Q1 2026, its #116 holding.
Sigma Planning Corp first reported a position in Fidelity Blue Chip Growth ETF in Q2 2021 and has held it in 15 quarters since.
Sigma Planning Corp's Fidelity Blue Chip Growth ETF position peaked at $6.47M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.