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WR Wealth Planners’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.91K Hold
167
– – ﹤0.01% 668
2024
Q3 		$5.54K Buy
167
+128
+328% +$4.09K ﹤0.01% 725
2024
Q2 		$1.26K Buy
+39
New +$1.17K ﹤0.01% 937

Other funds holding FELG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's FELG Position: Q4 2024 in Review

WR Wealth Planners held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q4 2024 at 167 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

WR Wealth Planners first reported a position in FELG in Q2 2024 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold FELG as of Q4 2024.

  • WR Wealth Planners held 167 shares of Fidelity Enhanced Large Cap Growth ETF worth $5.91K as of Q4 2024.
  • WR Wealth Planners left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q4 2024.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #668 holding.
  • WR Wealth Planners first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.