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Briaud Financial Planning’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-248
Closed -$6K – 356
2025
Q2 		$6K Buy
+248
New +$5.84K ﹤0.01% 271

Other funds holding FFLG

Commonwealth Equity Services
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
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Briaud Financial Planning's FFLG Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q3 2025, closing a stake of 248 shares — an estimated $6K sold.

Briaud Financial Planning first reported a position in FFLG in Q2 2025 and held it in 1 quarter. The position peaked at $6K in Q2 2025. 50 funds tracked by Wall St. Rank hold FFLG as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Fundamental Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 248 Fidelity Fundamental Large Cap Growth ETF shares in Q3 2025, an estimated $6K.
  • Briaud Financial Planning first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Fundamental Large Cap Growth ETF position peaked at $6K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.