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Crestwood Advisors Group’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Crestwood Advisors Group’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
Q2 		$224K Buy
+6,455
New +$212K ﹤0.01% 801

Other funds holding FFLG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 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 $241M AUM 30.53% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crestwood Advisors Group's FFLG Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q2 2026: 6,455 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

64 funds tracked by Wall St. Rank hold FFLG as of Q2 2026.

  • Crestwood Advisors Group held 6,455 shares of Fidelity Fundamental Large Cap Growth ETF worth $224K as of Q2 2026.
  • Fidelity Fundamental Large Cap Growth ETF was a new Crestwood Advisors Group position in Q2 2026.
  • Fidelity Fundamental Large Cap Growth ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #801 holding.
  • 64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.