Cadence Bank’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Cadence Bank’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
2024 Q3	–	Sell	-12,042	Closed	-$285K	–	342
2024 Q2	$285K	Hold	12,042	–	–	0.02%	247
2024 Q1	$263K	Hold	12,042	–	–	0.02%	298
2023 Q4	$228K	Buy	+12,042	New	+$209K	0.02%	306

Other funds holding FFLG

KAS

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

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Cadence Bank's FFLG Position: Q3 2024 in Review

Cadence Bank sold out of Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q3 2024, closing a stake of 12,042 shares — an estimated $285K sold.

Cadence Bank first reported a position in FFLG in Q4 2023 and held it in 3 quarters. The position peaked at $285K in Q2 2024. 41 funds tracked by Wall St. Rank hold FFLG as of Q3 2024.

Cadence Bank reported no remaining Fidelity Fundamental Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Cadence Bank sold 12,042 Fidelity Fundamental Large Cap Growth ETF shares in Q3 2024, an estimated $285K.
Cadence Bank first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2023 and held it in 3 quarters.
Cadence Bank's Fidelity Fundamental Large Cap Growth ETF position peaked at $285K in Q2 2024.
41 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q3 2024.

Based on Cadence Bank's 13F filing for Q3 2024, filed 13 Nov 2024.