Wealth Enhancement Advisory Services
FBCG icon

Wealth Enhancement Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$15.8M Buy
253,815
+171,410
+208% +$10.2M 0.03% 511
2026
Q1 		$4.2M Buy
82,405
+7,148
+9% +$380K 0.01% 973
2025
Q4 		$4.18M Buy
75,257
+5,484
+8% +$297K 0.01% 1109
2025
Q3 		$3.73M Buy
69,773
+611
+0.9% +$31.1K 0.01% 1108
2025
Q2 		$3.37M Sell
69,162
-164,928
-70% -$7.04M 0.01% 1088
2025
Q1 		$9.36M Buy
234,090
+76,195
+48% +$3.45M 0.02% 604
2024
Q4 		$7.3M Buy
157,895
+39,406
+33% +$1.79M 0.01% 668
2024
Q3 		$5.07M Buy
118,489
+18,371
+18% +$760K 0.01% 716
2024
Q2 		$4.25M Sell
100,118
-10,808
-10% -$427K 0.01% 729
2024
Q1 		$4.27M Buy
110,926
+14,721
+15% +$531K 0.01% 707
2023
Q4 		$3.2M Sell
96,205
-96,966
-50% -$2.98M 0.01% 741
2023
Q3 		$5.59M Buy
+193,171
New +$5.82M 0.02% 552

Other funds holding FBCG

RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return