FP
FFLG icon

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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 23 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.
  • 23 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.