Steward Partners Investment Advisory’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-1,137	Closed	-$62.4K	–	4483
2025 Q4	$62.4K	Buy	+1,137	New	+$61.7K	﹤0.01%	2555
2024 Q4	–	Sell	-180	Closed	-$7.7K	–	4009
2024 Q3	$7.7K	Sell	180 -220	-55%	-$9.1K	﹤0.01%	3048
2024 Q2	$17K	Buy	+400	New	+$15.8K	﹤0.01%	2593

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 $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's FBCG Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 1,137 shares — an estimated $62.4K sold.

Steward Partners Investment Advisory first reported a position in FBCG in Q2 2024 and held it in 3 quarters. The position peaked at $62.4K in Q4 2025. 265 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,137 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $62.4K.
Steward Partners Investment Advisory first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and held it in 3 quarters.
Steward Partners Investment Advisory's Fidelity Blue Chip Growth ETF position peaked at $62.4K in Q4 2025.
265 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.