Sigma Planning Corp’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Sigma Planning Corp’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 Q2	$416K	Buy	9,506 +169	+2%	+$7.2K	0.01%	1002
2026 Q1	$350K	Sell	9,337 -1,265	-12%	-$50.5K	0.01%	984
2025 Q4	$442K	Sell	10,602 -787	-7%	-$32.7K	0.01%	843
2025 Q3	$468K	Sell	11,389 -433	-4%	-$16.8K	0.01%	846
2025 Q2	$438K	Sell	11,822 -160	-1%	-$5.34K	0.01%	839
2025 Q1	$377K	Sell	11,982 -2,165	-15%	-$74.9K	0.01%	842
2024 Q4	$500K	Buy	14,147 +181	+1%	+$6.27K	0.02%	742
2024 Q3	$463K	Buy	13,966 +647	+5%	+$20.7K	0.01%	767
2024 Q2	$430K	Sell	13,319 -445	-3%	-$13.4K	0.01%	793
2024 Q1	$407K	Buy	+13,764	New	+$386K	0.01%	848

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 $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $110B AUM 26.29% 1-Year Est. Return

Sigma Planning Corp's FELG Position: Q2 2026 in Review

Sigma Planning Corp increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 1.8% in Q2 2026, buying an estimated $7.2K and bringing the position to 9,506 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1002.

Sigma Planning Corp first reported a position in FELG in Q1 2024 and has held it in 10 quarters since. The position peaked at $500K in Q4 2024. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Sigma Planning Corp held 9,506 shares of Fidelity Enhanced Large Cap Growth ETF worth $416K as of Q2 2026.
Sigma Planning Corp bought 169 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $7.2K.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1002 holding.
Sigma Planning Corp first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's Fidelity Enhanced Large Cap Growth ETF position peaked at $500K in Q4 2024.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.