Fidelity Enh LRG Cap GWTHFELGETF
13F holders, Q3 2024 (September 30)104holders +10
22new positions
9sold out
$33.19avg. 13F price*
At the end of Q3 2024, 104 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 10 from Q2 2024. 22 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($170.1M), MML Investors Services, LLC ($158.6M) and Spectrum Investment Advisors, Inc. ($22.0M).
- Company
- Fidelity Enh LRG Cap GWTH
- CUSIP
- 31609A305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $20.3M |
| Exits | 9 | $3.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,277,296 shares bought and 120,818 shares sold, net +2,156,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Envestnet Asset Management Inc. | 0.05% | Add +3.8% | 5,127,328 | $170.1M |
| MML Investors Services, LLC | 0.58% | Add +4.0% | 4,780,788 | $158.6M |
| Spectrum Investment Advisors, Inc. | 15.10% | Reduce -0.4% | 663,748 | $22.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +68.4% | 607,550 | $20.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +72.1% | 559,270 | $18.6M |
| Kestra Investment Management, LLC | 0.63% | Reduce -2.8% | 444,752 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 406,776 | $13.5M |
| LPL Financial LLC | 0.01% | Add +47.3% | 396,468 | $13.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +8.9% | 362,044 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +375.5% | 333,655 | $11.1M |
| FMR LLC | 0.00% | Add +12.3% | 328,251 | $10.9M |
| Sentinel Pension Advisors, LLC | 1.43% | Add +10.1% | 223,866 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +3.0% | 212,530 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +16.7% | 197,950 | $6.6M |
| Atria Investments, Inc | 0.06% | New | 140,829 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | New | 134,244 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +51.7% | 129,862 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | New | 115,501 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +100.9% | 89,554 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +70.5% | 83,259 | $2.8M |
| Rollins Financial Advisors, LLC | 0.46% | Reduce -5.2% | 83,224 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +58.9% | 78,302 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.04% | New | 71,957 | $2.4M |
| Lido Advisors, LLC | 0.02% | Add +43.2% | 67,393 | $2.2M |
| Financial Partners Group, Inc | 0.27% | Add +87.0% | 54,551 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.7% | 53,465 | $1.8M |
| Verdence Capital Advisors LLC | 0.13% | Add +0.0% | 49,403 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | New | 38,190 | $1.3M |
| Proficio Capital Partners LLC | 0.11% | New | 33,100 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 28,892 | $944K |
| Mariner, LLC | 0.00% | Reduce -4.2% | 28,286 | $939K |
| Key Financial Inc | 0.19% | No change | 26,144 | $867K |
| Silverlake Wealth Management LLC | 0.33% | Reduce -0.8% | 25,571 | $848K |
| Creative Planning | 0.00% | Add +1.5% | 22,228 | $738K |
| Pure Financial Advisors, LLC | 0.02% | Add +12.7% | 21,246 | $705K |
| Creekmur Asset Management LLC | 0.16% | Add +0.0% | 21,042 | $698K |
| Marshall Wace, LLP | 0.00% | Add +79.9% | 20,773 | $689K |
| Morgan Stanley | 0.00% | Reduce -5.4% | 19,996 | $663K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +29.4% | 19,676 | $653K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 18,700 | $620K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.1% | 18,236 | $605K |
| IFG Advisory, LLC | 0.04% | Add +6.2% | 18,026 | $598K |
| Harbour Investments, Inc. | 0.02% | Add +33.9% | 17,252 | $572K |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 17,190 | $569K |
| Gibson Capital, LLC | 0.11% | No change | 16,230 | $539K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.9% | 15,025 | $499K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 14,229 | $472K |
| Private Advisor Group, LLC | 0.00% | Add +64.7% | 14,174 | $470K |
| Sigma Planning Corp | 0.01% | Add +4.9% | 13,966 | $463K |
| Kuhn & Co Investment Counsel | 0.39% | Add +16.1% | 13,726 | $455K |
| Bensler, LLC | 0.06% | Reduce -1.2% | 13,465 | $447K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,697 | $421K |
| NewEdge Advisors, LLC | 0.00% | Add +11246.3% | 12,254 | $407K |
| Sage Capital Management, LLC | 0.20% | Add +0.1% | 12,235 | $406K |
| Security National Bank | 0.05% | No change | 11,175 | $371K |
| TrinityPoint Wealth, LLC | 0.05% | Add +2.0% | 10,752 | $357K |
| Geneva Partners, LLC | 0.15% | New | 10,667 | $354K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 10,577 | $351K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,021 | $332K |
| National Wealth Management Group, LLC | 0.22% | No change | 9,642 | $320K |
| Raymond James & Associates | 0.00% | Add +2.6% | 9,214 | $306K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.1% | 9,188 | $305K |
| Old Mission Capital LLC | 0.01% | New | 9,177 | $304K |
| Vestor Capital, LLC | 0.02% | Add +0.1% | 9,038 | $300K |
| Regal Investment Advisors LLC | 0.02% | Add +0.2% | 8,763 | $291K |
| Belpointe Asset Management LLC | 0.02% | Add +9.3% | 8,736 | $290K |
| UBS Group AG | 0.00% | New | 8,459 | $281K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,412 | $279K |
| FMA Wealth Management, LLC | 0.20% | New | 8,253 | $274K |
| Madrona Financial Services, LLC | 0.07% | Reduce -14.9% | 8,016 | $266K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.1% | 7,595 | $255K |
| Corient Private Wealth LP | 0.00% | No change | 6,967 | $231K |
| Wedbush Securities Inc. | 0.01% | New | 6,684 | $222K |
| Sunbelt Securities, Inc. | 0.02% | Add +20.3% | 5,963 | $198K |
| Richardson Capital Management LLC | 0.13% | No change | 5,777 | $192K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.1% | 4,024 | $134K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.3% | 3,823 | $127K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 3,706 | $123K |
| Allworth Financial LP | 0.00% | Reduce -22.5% | 3,636 | $121K |
| US Bancorp \de | 0.00% | Add +27.1% | 2,823 | $94K |
| Investors Research Corp | 0.02% | New | 2,253 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,151 | $71K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.3% | 1,906 | $63K |
| AdvisorNet Financial, Inc | 0.00% | Add +25.9% | 1,621 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,564 | $52K |
| Wells Fargo & Company | 0.00% | No change | 1,434 | $48K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.1% | 1,348 | $45K |
| Duncker Streett & Co. Inc. | 0.01% | Add +0.1% | 883 | $29K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | New | 737 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 472 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 440 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 364 | $12K |
| Parallel Advisors, LLC | 0.00% | New | 350 | $12K |
| Private Trust Co. NA | 0.00% | New | 326 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 324 | $11K |
| Abich Financial Wealth Management LLC | 0.02% | New | 300 | $10K |
| Fifth Third Bancorp | 0.00% | No change | 231 | $8K |
| WR Wealth Planners, LLC | 0.00% | Add +328.2% | 167 | $6K |
| Bank of America Corp. | 0.00% | No change | 121 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -80.5% | 119 | $4K |
| Principal Securities, Inc. | 0.00% | New | 114 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 42 | $1K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is FELG's weight in each manager's 13F, not the share of Fidelity Enh LRG Cap GWTH the manager owns.