Valmark Advisers’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Valmark Advisers’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	$14.5M	Buy	330,476 +25,483	+8%	+$1.09M	0.15%	72
2026 Q1	$11.4M	Buy	304,993 +93,870	+44%	+$3.74M	0.14%	80
2025 Q4	$8.8M	Buy	211,123 +70,135	+50%	+$2.92M	0.11%	91
2025 Q3	$5.8M	Buy	140,988 +38,659	+38%	+$1.5M	0.07%	111
2025 Q2	$3.79M	Buy	102,329 +40,274	+65%	+$1.34M	0.05%	142
2025 Q1	$1.95M	Buy	62,055 +44,808	+260%	+$1.55M	0.03%	211
2024 Q4	$610K	Buy	+17,247	New	+$598K	0.01%	385

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Valmark Advisers's FELG Position: Q2 2026 in Review

Valmark Advisers increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 8.4% in Q2 2026, buying an estimated $1.09M and bringing the position to 330,476 shares worth $14.5M. The position accounts for 0.15% of the portfolio, ranked #72.

Valmark Advisers first reported a position in FELG in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Valmark Advisers held 330,476 shares of Fidelity Enhanced Large Cap Growth ETF worth $14.5M as of Q2 2026.
Valmark Advisers bought 25,483 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $1.09M.
Fidelity Enhanced Large Cap Growth ETF made up 0.15% of Valmark Advisers's portfolio in Q2 2026, its #72 holding.
Valmark Advisers first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.