WE
FBCG icon

Wealth Effects’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Wealth Effects’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 		$1.08M Buy
21,643
+4,447
+26% +$237K 0.38% 56
2025
Q4 		$943K Buy
17,196
+6,886
+67% +$374K 0.3% 59
2025
Q3 		$553K Buy
10,310
+549
+6% +$28K 0.18% 104
2025
Q2 		$471K Sell
9,761
-300
-3% -$12.8K 0.18% 106
2025
Q1 		$402K Buy
10,061
+1,050
+12% +$47.5K 0.17% 113
2024
Q4 		$417K Buy
9,011
+311
+4% +$14.1K 0.15% 124
2024
Q3 		$372K Hold
8,700
– – 0.13% 137
2024
Q2 		$369K Buy
+8,700
New +$344K 0.13% 125

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 $1.47T 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return