SFWA
FELG icon

Summit Financial Wealth Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Summit Financial Wealth Advisors’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 		$1.52M Buy
34,853
+16,816
+93% +$717K 0.2% 66
2026
Q1 		$676K Buy
18,037
+7,496
+71% +$299K 0.1% 95
2025
Q4 		$440K Buy
+10,541
New +$438K 0.06% 119

Other funds holding FELG

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Summit Financial Wealth Advisors's FELG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 93% in Q2 2026, buying an estimated $717K and bringing the position to 34,853 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #66.

Summit Financial Wealth Advisors first reported a position in FELG in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • Summit Financial Wealth Advisors held 34,853 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.52M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 16,816 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $717K.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.2% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Summit Financial Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.