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Steward Partners Investment Advisory’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$608K Buy
16,219
+2,731
+20% +$109K ﹤0.01% 1414
2025
Q4 		$562K Buy
13,488
+4,001
+42% +$166K ﹤0.01% 1354
2025
Q3 		$390K Buy
9,487
+7,800
+462% +$303K ﹤0.01% 1509
2025
Q2 		$62.5K Buy
1,687
+1,279
+313% +$42.7K ﹤0.01% 2364
2025
Q1 		$12.9K Sell
408
-11,772
-97% -$407K ﹤0.01% 2985
2024
Q4 		$431K Buy
12,180
+8,156
+203% +$283K ﹤0.01% 1232
2024
Q3 		$134K Sell
4,024
-262
-6% -$8.38K ﹤0.01% 1727
2024
Q2 		$138K Sell
4,286
-650
-13% -$19.6K ﹤0.01% 1627
2024
Q1 		$146K Buy
4,936
+1,700
+53% +$47.7K ﹤0.01% 1575
2023
Q4 		$84.9K Buy
+3,236
New +$83.1K ﹤0.01% 1759

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MML Investors Services
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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $94B AUM 20.14% 1-Year Est. Return