Sunbelt Securities’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Sunbelt Securities’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	$1.66M	Buy	33,155 +4,303	+15%	+$229K	0.1%	169
2025 Q4	$1.58M	Sell	28,852 -3,337	-10%	-$181K	0.11%	167
2025 Q3	$1.73M	Buy	32,189 +13,544	+73%	+$690K	0.12%	148
2025 Q2	$863K	Sell	18,645 -903	-5%	-$38.5K	0.08%	226
2025 Q1	$781K	Buy	19,548 +903	+5%	+$40.9K	0.07%	233
2024 Q4	$872K	Sell	18,645 -5,685	-23%	-$258K	0.08%	223
2024 Q3	$1.04M	Sell	24,330 -6,165	-20%	-$255K	0.1%	196
2024 Q2	$1.29M	Buy	30,495 +2,004	+7%	+$79.1K	0.13%	153
2024 Q1	$1.1M	Buy	28,491 +4,554	+19%	+$164K	0.12%	171
2023 Q4	$797K	Buy	23,937 +16,630	+228%	+$512K	0.1%	216
2023 Q3	$212K	Buy	7,307 +4,090	+127%	+$123K	0.03%	468
2023 Q2	$95.7K	Buy	+3,217	New	+$86.4K	0.01%	660

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 $79.5B AUM 27.1% 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

Sunbelt Securities's FBCG Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 15% in Q1 2026, buying an estimated $229K and bringing the position to 33,155 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #169.

Sunbelt Securities first reported a position in FBCG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q3 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Sunbelt Securities held 33,155 shares of Fidelity Blue Chip Growth ETF worth $1.66M as of Q1 2026.
Sunbelt Securities bought 4,303 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $229K.
Fidelity Blue Chip Growth ETF made up 0.1% of Sunbelt Securities's portfolio in Q1 2026, its #169 holding.
Sunbelt Securities first reported a position in Fidelity Blue Chip Growth ETF in Q2 2023 and has held it in 12 quarters since.
Sunbelt Securities's Fidelity Blue Chip Growth ETF position peaked at $1.73M in Q3 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.