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Sowell Financial Services’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Sowell Financial Services’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 		$2.06M Buy
46,984
+39,307
+512% +$1.68M 0.07% 305
2026
Q1 		$288K Sell
7,677
-620
-7% -$24.7K 0.01% 845
2025
Q4 		$346K Sell
8,297
-21,231
-72% -$883K 0.01% 767
2025
Q3 		$1.21M Buy
29,528
+3,156
+12% +$123K 0.05% 382
2025
Q2 		$977K Buy
+26,372
New +$880K 0.04% 418

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sowell Financial Services's FELG Position: Q2 2026 in Review

Sowell Financial Services increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 512% in Q2 2026, buying an estimated $1.68M and bringing the position to 46,984 shares worth $2.06M. The position accounts for 0.07% of the portfolio, ranked #305.

Sowell Financial Services first reported a position in FELG in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • Sowell Financial Services held 46,984 shares of Fidelity Enhanced Large Cap Growth ETF worth $2.06M as of Q2 2026.
  • Sowell Financial Services bought 39,307 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $1.68M.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #305 holding.
  • Sowell Financial Services first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.