UAG
FBCG

United Advisor Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

United Advisor Group’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
2025
Q2 		– Sell
-5,461
Closed -$218K – 387
2025
Q1 		$218K Buy
5,461
+534
+11% +$24.2K 0.04% 329
2024
Q4 		$228K Buy
+4,927
New +$223K 0.05% 336

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

United Advisor Group's FBCG Position: Q2 2025 in Review

United Advisor Group sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2025, closing a stake of 5,461 shares — an estimated $218K sold.

United Advisor Group first reported a position in FBCG in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q4 2024. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

  • United Advisor Group reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 5,461 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $218K.
  • United Advisor Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and held it in 2 quarters.
  • United Advisor Group's Fidelity Blue Chip Growth ETF position peaked at $228K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.