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Sound Income Strategies’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Sound Income Strategies’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
2025
Q3 		– Sell
-1,006
Closed -$37.3K – 1744
2025
Q2 		$37.3K Hold
1,006
– – ﹤0.01% 593
2025
Q1 		$31.7K Buy
+1,006
New +$34.8K ﹤0.01% 614

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sound Income Strategies's FELG Position: Q3 2025 in Review

Sound Income Strategies sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2025, closing a stake of 1,006 shares — an estimated $37.3K sold.

Sound Income Strategies first reported a position in FELG in Q1 2025 and held it in 2 quarters. The position peaked at $37.3K in Q2 2025. 186 funds tracked by Wall St. Rank hold FELG as of Q3 2025.

  • Sound Income Strategies reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,006 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2025, an estimated $37.3K.
  • Sound Income Strategies first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and held it in 2 quarters.
  • Sound Income Strategies's Fidelity Enhanced Large Cap Growth ETF position peaked at $37.3K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.