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 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 $11.8B AUM 9.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Sigma Planning Corp reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 12% in Q1 2026, selling an estimated $50.5K and leaving 9,337 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #984.

Sigma Planning Corp first reported a position in FELG in Q1 2024 and has held it in 9 quarters since. The position peaked at $500K in Q4 2024. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Sigma Planning Corp held 9,337 shares of Fidelity Enhanced Large Cap Growth ETF worth $350K as of Q1 2026.
Sigma Planning Corp sold 1,265 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $50.5K.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #984 holding.
Sigma Planning Corp first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Sigma Planning Corp's Fidelity Enhanced Large Cap Growth ETF position peaked at $500K in Q4 2024.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

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