Sowell Financial Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Sowell Financial 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 Q3	–	Sell	-157,832	Closed	-$7.61M	–	1093
2025 Q2	$7.61M	Buy	+157,832	New	+$6.73M	0.31%	65
2022 Q1	–	Sell	-94,162	Closed	-$3.26M	–	261
2021 Q4	$3.26M	Buy	94,162 +19,495	+26%	+$675K	0.19%	123
2021 Q3	$2.43M	Buy	+74,667	New	+$2.49M	0.16%	153
2021 Q2	–	Sell	-7,479	Closed	-$224K	–	1227
2021 Q1	$224K	Buy	7,479 +573	+8%	+$17K	0.01%	988
2020 Q4	$197K	Sell	6,906 -9,738	-59%	-$258K	0.01%	851
2020 Q3	$410K	Buy	+16,644	New	+$391K	0.02%	519

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

Sowell Financial Services's FBCG Position: Q3 2025 in Review

Sowell Financial Services sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2025, closing a stake of 157,832 shares — an estimated $7.61M sold.

Sowell Financial Services first reported a position in FBCG in Q3 2020 and held it in 6 quarters. The position peaked at $7.61M in Q2 2025. 221 funds tracked by Wall St. Rank hold FBCG as of Q3 2025.

Sowell Financial Services reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2025 after selling out during the quarter.
Sowell Financial Services sold 157,832 Fidelity Blue Chip Growth ETF shares in Q3 2025, an estimated $7.61M.
Sowell Financial Services first reported a position in Fidelity Blue Chip Growth ETF in Q3 2020 and held it in 6 quarters.
Sowell Financial Services's Fidelity Blue Chip Growth ETF position peaked at $7.61M in Q2 2025.
221 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.