SAX WEALTH ADVISORS, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1846150
PARSIPPANY, NJ
Position in FBCG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$9,404,266
-$885,637 QoQ
Shares Held
187,635
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,404,266 | 187,635 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,289,903 | 187,635 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,845,360 | 146,205 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,151,887 | 106,797 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,328,421 | 83,273 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,076,010 | 44,877 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||