Elm3 Financial Group’s Fidelity Fundamental Global ex-U.S. ETF FFGX Stock Holding History

Elm3 Financial Group’s Portfolio FFGX Stock Details FFGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Buy	14,426 +168	+1%	+$5.65K	0.34%	72
2026 Q1	$435K	Sell	14,258 -42	-0.3%	-$1.34K	0.37%	72
2025 Q4	$436K	Buy	14,300 +427	+3%	+$12.9K	0.36%	70
2025 Q3	$415K	Buy	13,873 +3,864	+39%	+$112K	0.34%	75
2025 Q2	$289K	Buy	+10,009	New	+$271K	0.24%	91

Other funds holding FFGX

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Elm3 Financial Group's FFGX Position: Q2 2026 in Review

Elm3 Financial Group increased its Fidelity Fundamental Global ex-U.S. ETF (FFGX) stake by 1.2% in Q2 2026, buying an estimated $5.65K and bringing the position to 14,426 shares worth $502K. The position accounts for 0.34% of the portfolio, ranked #72.

Elm3 Financial Group first reported a position in FFGX in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold FFGX as of Q2 2026.

Elm3 Financial Group held 14,426 shares of Fidelity Fundamental Global ex-U.S. ETF worth $502K as of Q2 2026.
Elm3 Financial Group bought 168 Fidelity Fundamental Global ex-U.S. ETF shares in Q2 2026, an estimated $5.65K.
Fidelity Fundamental Global ex-U.S. ETF made up 0.34% of Elm3 Financial Group's portfolio in Q2 2026, its #72 holding.
Elm3 Financial Group first reported a position in Fidelity Fundamental Global ex-U.S. ETF in Q2 2025 and has held it in 5 quarters since.
10 funds tracked by Wall St. Rank held Fidelity Fundamental Global ex-U.S. ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.