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 Q2	$1.03M	Buy	23,547 +7,328	+45%	+$312K	0.01%	1276
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

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's FELG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 45% in Q2 2026, buying an estimated $312K and bringing the position to 23,547 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1276.

Steward Partners Investment Advisory first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Steward Partners Investment Advisory held 23,547 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.03M as of Q2 2026.
Steward Partners Investment Advisory bought 7,328 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $312K.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1276 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.