Sunbelt Securities’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Sunbelt Securities’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	$1.3M	Sell	34,585 -5,920	-15%	-$236K	0.08%	213
2025 Q4	$1.69M	Buy	40,505 +24,595	+155%	+$1.02M	0.11%	153
2025 Q3	$654K	Buy	15,910 +9,941	+167%	+$386K	0.05%	321
2025 Q2	$211K	Sell	5,969 -1,271	-18%	-$42.4K	0.02%	567
2025 Q1	$228K	Buy	7,240 +1,271	+21%	+$44K	0.02%	533
2024 Q4	$213K	Buy	5,969 +6	+0.1%	+$208	0.02%	567
2024 Q3	$198K	Buy	5,963 +1,006	+20%	+$32.2K	0.02%	592
2024 Q2	$160K	Buy	4,957 +7	+0.1%	+$211	0.02%	624
2024 Q1	$146K	Sell	4,950 -70	-1%	-$1.97K	0.02%	623
2023 Q4	$132K	Buy	+5,020	New	+$129K	0.02%	602

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sunbelt Securities's FELG Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 15% in Q1 2026, selling an estimated $236K and leaving 34,585 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #213.

Sunbelt Securities first reported a position in FELG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Sunbelt Securities held 34,585 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.3M as of Q1 2026.
Sunbelt Securities sold 5,920 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $236K.
Fidelity Enhanced Large Cap Growth ETF made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #213 holding.
Sunbelt Securities first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sunbelt Securities's Fidelity Enhanced Large Cap Growth ETF position peaked at $1.69M in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

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