Costello Asset Management’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Costello Asset Management’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
2026 Q1	$463K	Sell	16,643 -3,900	-19%	-$114K	0.16%	71
2025 Q4	$615K	Buy	20,543 +900	+5%	+$26.8K	0.2%	57
2025 Q3	$579K	Buy	+19,643	New	+$551K	0.19%	60

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

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

FMN

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

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

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

IAS

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

MIM

Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 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

Costello Asset Management's FFLG Position: Q1 2026 in Review

Costello Asset Management reduced its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 19% in Q1 2026, selling an estimated $114K and leaving 16,643 shares worth $463K. The position accounts for 0.16% of the portfolio, ranked #71.

Costello Asset Management first reported a position in FFLG in Q3 2025 and has held it in 3 quarters since. The position peaked at $615K in Q4 2025. 56 funds tracked by Wall St. Rank hold FFLG as of Q1 2026.

Costello Asset Management held 16,643 shares of Fidelity Fundamental Large Cap Growth ETF worth $463K as of Q1 2026.
Costello Asset Management sold 3,900 Fidelity Fundamental Large Cap Growth ETF shares in Q1 2026, an estimated $114K.
Fidelity Fundamental Large Cap Growth ETF made up 0.16% of Costello Asset Management's portfolio in Q1 2026, its #71 holding.
Costello Asset Management first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
Costello Asset Management's Fidelity Fundamental Large Cap Growth ETF position peaked at $615K in Q4 2025.
56 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.