UBS Group
FELG icon

UBS Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

UBS Group’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 		$223K Sell
5,949
-1,174
-16% -$46.8K ﹤0.01% 6579
2025
Q4 		$297K Buy
7,123
+612
+9% +$25.4K ﹤0.01% 6365
2025
Q3 		$268K Buy
6,511
+4,860
+294% +$189K ﹤0.01% 6501
2025
Q2 		$61.1K Hold
1,651
– – ﹤0.01% 7607
2025
Q1 		$52K Sell
1,651
-4,979
-75% -$172K ﹤0.01% 7561
2024
Q4 		$234K Sell
6,630
-1,829
-22% -$63.4K ﹤0.01% 6357
2024
Q3 		$281K Buy
+8,459
New +$271K ﹤0.01% 5622
2024
Q1 		– Sell
-4,259
Closed -$112K – 9520
2023
Q4 		$112K Buy
+4,259
New +$109K ﹤0.01% 6111

Other funds holding FELG

VIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return