Financial Perspectives’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Financial Perspectives’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	$72.8K	Hold	2,099	–	–	0.02%	281
2026 Q1	$58.4K	Hold	2,099	–	–	0.02%	292
2025 Q4	$62.9K	Hold	2,099	–	–	0.02%	277
2025 Q3	$61.9K	Hold	2,099	–	–	0.02%	281
2025 Q2	$55.8K	Hold	2,099	–	–	0.02%	287
2025 Q1	$46.5K	Hold	2,099	–	–	0.02%	309
2024 Q4	$52.6K	Hold	2,099	–	–	0.02%	293
2024 Q3	$50.3K	Sell	2,099 -684	-25%	-$15.8K	0.02%	285
2024 Q2	$65.8K	Hold	2,783	–	–	0.02%	244
2024 Q1	$60.8K	Hold	2,783	–	–	0.02%	257
2023 Q4	$52.8K	Hold	2,783	–	–	0.02%	263
2023 Q3	$45.6K	Hold	2,783	–	–	0.02%	266
2023 Q2	$46.8K	Hold	2,783	–	–	0.02%	268
2023 Q1	$41K	Hold	2,783	–	–	0.02%	275
2022 Q4	$35.3K	Hold	2,783	–	–	0.02%	289
2022 Q3	$35.5K	Hold	2,783	–	–	0.02%	274
2022 Q2	$36.2K	Sell	2,783 -5,630	-67%	-$83.8K	0.02%	270
2022 Q1	$151K	Buy	8,413 +6,530	+347%	+$116K	0.07%	149
2021 Q4	$39K	Buy	1,883 +482	+34%	+$10.3K	0.02%	269
2021 Q3	$29.2K	Buy	1,401 +487	+53%	+$10.4K	0.01%	306
2021 Q2	$19.4K	Buy	+914	New	+$18.2K	0.01%	381

Other funds holding FFLG

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 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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Perspectives's FFLG Position: Q2 2026 in Review

Financial Perspectives held its Fidelity Fundamental Large Cap Growth ETF (FFLG) position steady in Q2 2026 at 2,099 shares worth $72.8K. The position accounts for 0.02% of the portfolio, ranked #281.

Financial Perspectives first reported a position in FFLG in Q2 2021 and has held it in 21 quarters since. The position peaked at $151K in Q1 2022. 64 funds tracked by Wall St. Rank hold FFLG as of Q2 2026.

Financial Perspectives held 2,099 shares of Fidelity Fundamental Large Cap Growth ETF worth $72.8K as of Q2 2026.
Financial Perspectives left its Fidelity Fundamental Large Cap Growth ETF share count unchanged in Q2 2026.
Fidelity Fundamental Large Cap Growth ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #281 holding.
Financial Perspectives first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
Financial Perspectives's Fidelity Fundamental Large Cap Growth ETF position peaked at $151K in Q1 2022.
64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.