Milestone Investment Advisors LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1967018
MIDDLETON, WI
Position in FBCG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,360,772
+$1,326,602 QoQ
Shares Held
54,110
+33.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.10%
of 13F equity value
Holder Rank
#33
of 91 holders
Holding Since
Mar 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,360,772 | 54,110 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,034,170 | 40,586 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,732,614 | 31,594 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,641,405 | 30,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,451,059 | 30,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $636,482 | 15,924 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||