SWM
FBCG icon

Spire Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Spire Wealth Management’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
2026
Q2 		$60.4K Buy
973
+142
+17% +$8.43K ﹤0.01% 1126
2026
Q1 		$41.7K Buy
831
+320
+63% +$17K ﹤0.01% 1217
2025
Q4 		$28K Hold
511
– – ﹤0.01% 1356
2025
Q3 		$27.4K Hold
511
– – ﹤0.01% 1420
2025
Q2 		$24.7K Sell
511
-7
-1% -$299 ﹤0.01% 1441
2025
Q1 		$20.7K Buy
+518
New +$23.4K ﹤0.01% 1602
2024
Q2 		– Sell
-38,340
Closed -$1.47M – 2271
2024
Q1 		$1.47M Sell
38,340
-1,101
-3% -$39.7K 0.03% 293
2023
Q4 		$1.35M Buy
39,441
+16,229
+70% +$499K 0.04% 294
2023
Q3 		$672K Buy
23,212
+7,685
+49% +$231K 0.03% 415
2023
Q2 		$462K Buy
15,527
+4,415
+40% +$119K 0.02% 508
2023
Q1 		$283K Buy
+11,112
New +$263K 0.01% 628
2022
Q3 		– Sell
-330
Closed -$7K – 2308
2022
Q2 		$7K Sell
330
-7,966
-96% -$199K ﹤0.01% 2021
2022
Q1 		$251K Sell
8,296
-8,219
-50% -$246K 0.01% 791
2021
Q4 		$572K Buy
16,515
+263
+2% +$9.11K 0.01% 647
2021
Q3 		$528K Buy
+16,252
New +$541K 0.01% 571

Other funds holding FBCG

RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return