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Foundations Investment Advisors’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Foundations Investment Advisors’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
Q1 		$297K Buy
10,684
+3,021
+39% +$88.7K ﹤0.01% 913
2025
Q4 		$229K Buy
+7,663
New +$228K ﹤0.01% 1004

Other funds holding FFLG

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $208M AUM 30.96% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Foundations Investment Advisors's FFLG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 39% in Q1 2026, buying an estimated $88.7K and bringing the position to 10,684 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Foundations Investment Advisors first reported a position in FFLG in Q4 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold FFLG as of Q1 2026.

  • Foundations Investment Advisors held 10,684 shares of Fidelity Fundamental Large Cap Growth ETF worth $297K as of Q1 2026.
  • Foundations Investment Advisors bought 3,021 Fidelity Fundamental Large Cap Growth ETF shares in Q1 2026, an estimated $88.7K.
  • Fidelity Fundamental Large Cap Growth ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #913 holding.
  • Foundations Investment Advisors first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.