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

Independent Financial Group’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	$406K	Sell	11,710 -5	-0%	-$164	0.01%	1078
2026 Q1	$326K	Sell	11,715 -1,790	-13%	-$52.5K	0.01%	1117
2025 Q4	$404K	Sell	13,505 -5,165	-28%	-$154K	0.01%	1004
2025 Q3	$550K	Buy	18,670 +1,165	+7%	+$32.7K	0.01%	811
2025 Q2	$465K	Buy	+17,505	New	+$412K	0.01%	810
2025 Q1	–	Sell	-8,165	Closed	-$205K	–	1281
2024 Q4	$205K	Buy	+8,165	New	+$204K	0.01%	1093

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

Independent Financial Group's FFLG Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 0.04% in Q2 2026, selling an estimated $164 and leaving 11,710 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #1078.

Independent Financial Group first reported a position in FFLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $550K in Q3 2025. 64 funds tracked by Wall St. Rank hold FFLG as of Q2 2026.

Independent Financial Group held 11,710 shares of Fidelity Fundamental Large Cap Growth ETF worth $406K as of Q2 2026.
Independent Financial Group sold 5 Fidelity Fundamental Large Cap Growth ETF shares in Q2 2026, an estimated $164.
Fidelity Fundamental Large Cap Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1078 holding.
Independent Financial Group first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Independent Financial Group's Fidelity Fundamental Large Cap Growth ETF position peaked at $550K in Q3 2025.
64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.