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	0.29%	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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Effects's FBCG Position: Q1 2026 in Review

Wealth Effects increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 26% in Q1 2026, buying an estimated $237K and bringing the position to 21,643 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #56.

Wealth Effects first reported a position in FBCG in Q2 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Wealth Effects held 21,643 shares of Fidelity Blue Chip Growth ETF worth $1.08M as of Q1 2026.
Wealth Effects bought 4,447 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $237K.
Fidelity Blue Chip Growth ETF made up 0.38% of Wealth Effects's portfolio in Q1 2026, its #56 holding.
Wealth Effects first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 8 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.