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

Summit Financial’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 		– Sell
-10,012
Closed -$375K – 1594
2026
Q1 		$375K Buy
+10,012
New +$399K ﹤0.01% 1087

Other funds holding FELG

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MML Investors Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's FELG Position: Q2 2026 in Review

Summit Financial sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2026, closing a stake of 10,012 shares — an estimated $375K sold.

Summit Financial first reported a position in FELG in Q1 2026 and held it in 1 quarter. The position peaked at $375K in Q1 2026. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • Summit Financial reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 10,012 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $375K.
  • Summit Financial first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial's Fidelity Enhanced Large Cap Growth ETF position peaked at $375K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.