SMI Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

SMI Advisory Services’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
2025 Q1	–	Sell	-195,189	Closed	-$9M	–	47
2024 Q4	$9M	Buy	195,189 +7,016	+4%	+$318K	2.08%	15
2024 Q3	$8.05M	Buy	188,173 +136,667	+265%	+$5.65M	1.78%	15
2024 Q2	$2.25M	Buy	51,506 +16,375	+47%	+$647K	0.56%	26
2024 Q1	$1.34M	Buy	+35,131	New	+$1.27M	0.38%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMI Advisory Services's FBCG Position: Q1 2025 in Review

SMI Advisory Services sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2025, closing a stake of 195,189 shares — an estimated $9M sold.

SMI Advisory Services first reported a position in FBCG in Q1 2024 and held it in 4 quarters. The position peaked at $9M in Q4 2024. 197 funds tracked by Wall St. Rank hold FBCG as of Q1 2025.

SMI Advisory Services reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
SMI Advisory Services sold 195,189 Fidelity Blue Chip Growth ETF shares in Q1 2025, an estimated $9M.
SMI Advisory Services first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and held it in 4 quarters.
SMI Advisory Services's Fidelity Blue Chip Growth ETF position peaked at $9M in Q4 2024.
197 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2025.

Based on SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.