Fidelity Investments’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

Fidelity Investments’s Portfolio FFSG Stock Details FFSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$31	–	5605
2022 Q4	$31	Buy	+1	New	+$32	﹤0.01%	5029
2021 Q2	–	Sell	-1	Closed	–	–	5076
2021 Q1	$0	Buy	+1	New	+$33	﹤0.01%	4680
2020 Q2	–	Sell	-1	Closed	–	–	4304
2020 Q1	$0	Buy	+1	New	+$26	﹤0.01%	4385
2019 Q4	–	Sell	-1	Closed	–	–	4381
2019 Q3	$0	Buy	+1	New	+$26	﹤0.01%	4344
2019 Q2	–	Sell	-1	Closed	–	–	4290
2019 Q1	$0	Hold	1	–	–	﹤0.01%	4334
2018 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4298

Other funds holding FFSG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments's FFSG Position: Q1 2023 in Review

Fidelity Investments sold out of FormulaFolios Smart Growth ETF (FFSG) in Q1 2023, closing a stake of 1 share — an estimated $31 sold.

Fidelity Investments first reported a position in FFSG in Q4 2018 and held it in 6 quarters. The position peaked at $31 in Q4 2022. 5 funds tracked by Wall St. Rank hold FFSG as of Q1 2023.

Fidelity Investments reported no remaining FormulaFolios Smart Growth ETF position as of Q1 2023 after selling out during the quarter.
Fidelity Investments sold 1 FormulaFolios Smart Growth ETF share in Q1 2023, an estimated $31.
Fidelity Investments first reported a position in FormulaFolios Smart Growth ETF in Q4 2018 and held it in 6 quarters.
Fidelity Investments's FormulaFolios Smart Growth ETF position peaked at $31 in Q4 2022.
5 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.