Lindbrook Capital’s Fidelity Magellan ETF FMAG Stock Holding History

Lindbrook Capital’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.37K	Buy	+116	New	+$3.61K	﹤0.01%	2109
2024 Q4	–	Sell	-115	Closed	-$3.52K	–	2824
2024 Q3	$3.52K	Buy	115 +1	+0.9%	+$30	﹤0.01%	2153
2024 Q2	$3.38K	Buy	114 +8	+8%	+$226	﹤0.01%	2167
2024 Q1	$2.98K	Buy	106 +33	+45%	+$866	﹤0.01%	2102
2023 Q4	$1.76K	Buy	73 +47	+181%	+$1.06K	﹤0.01%	2304
2023 Q3	$563	Hold	26	–	–	﹤0.01%	2517
2023 Q2	$577	Hold	26	–	–	﹤0.01%	2479
2023 Q1	$528	Hold	26	–	–	﹤0.01%	2596
2022 Q4	$487	Hold	26	–	–	﹤0.01%	2606
2022 Q3	$0	Buy	+26	New	+$515	﹤0.01%	2717

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lindbrook Capital's FMAG Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Fidelity Magellan ETF (FMAG) in Q1 2025: 116 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #2109 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in FMAG as recently as Q3 2024.

Lindbrook Capital first reported a position in FMAG in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.52K in Q3 2024. 28 funds tracked by Wall St. Rank hold FMAG as of Q1 2025.

Lindbrook Capital held 116 shares of Fidelity Magellan ETF worth $3.37K as of Q1 2025.
Fidelity Magellan ETF was a new Lindbrook Capital position in Q1 2025.
Fidelity Magellan ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2109 holding.
Lindbrook Capital first reported a position in Fidelity Magellan ETF in Q3 2022 and has held it in 10 quarters since.
Lindbrook Capital's Fidelity Magellan ETF position peaked at $3.52K in Q3 2024.
28 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.