Atria Wealth Solutions’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Atria Wealth Solutions’s Portfolio FFLG Stock Details FFLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$489K	Sell	18,414 -132,695	-88%	-$3.13M	0.01%	921
2025 Q1	$3.35M	Buy	151,109 +4,060	+3%	+$101K	0.04%	456
2024 Q4	$3.69M	Buy	147,049 +5,735	+4%	+$144K	0.04%	437
2024 Q3	$3.38M	Buy	141,314 +994	+0.7%	+$23K	0.04%	455
2024 Q2	$3.32M	Buy	140,320 +18,765	+15%	+$417K	0.04%	452
2024 Q1	$2.66M	Buy	121,555 +3,159	+3%	+$64.9K	0.03%	542
2023 Q4	$2.25M	Buy	118,396 +17,764	+18%	+$309K	0.03%	567
2023 Q3	$1.65M	Buy	100,632 +11,191	+13%	+$191K	0.02%	626
2023 Q2	$1.51M	Buy	89,441 +5,218	+6%	+$80.4K	0.02%	676
2023 Q1	$1.24M	Buy	84,223 +18,305	+28%	+$255K	0.02%	720
2022 Q4	$835K	Buy	65,918 +45,610	+225%	+$601K	0.01%	836
2022 Q3	$259K	Buy	+20,308	New	+$287K	﹤0.01%	1392

Other funds holding FFLG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Atria Wealth Solutions's FFLG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 88% in Q2 2025, selling an estimated $3.13M and leaving 18,414 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #921.

Atria Wealth Solutions first reported a position in FFLG in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.69M in Q4 2024. 51 funds tracked by Wall St. Rank hold FFLG as of Q2 2025.

Atria Wealth Solutions held 18,414 shares of Fidelity Fundamental Large Cap Growth ETF worth $489K as of Q2 2025.
Atria Wealth Solutions sold 132,695 Fidelity Fundamental Large Cap Growth ETF shares in Q2 2025, an estimated $3.13M.
Fidelity Fundamental Large Cap Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #921 holding.
Atria Wealth Solutions first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Fidelity Fundamental Large Cap Growth ETF position peaked at $3.69M in Q4 2024.
51 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.