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Marshall Investment Management’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Marshall Investment Management’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 		$5.8M Sell
208,552
-79,045
-27% -$2.32M 2.78% 8
2025
Q4 		$8.61M Sell
287,597
-18,542
-6% -$551K 4.33% 7
2025
Q3 		$9.02M Buy
306,139
+289,569
+1,748% +$8.12M 4.78% 2
2025
Q2 		$440K Buy
+16,570
New +$390K 2.09% 15

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Investment Management's FFLG Position: Q1 2026 in Review

Marshall Investment Management reduced its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 27% in Q1 2026, selling an estimated $2.32M and leaving 208,552 shares worth $5.8M. The position accounts for 2.78% of the portfolio, ranked #8.

Marshall Investment Management first reported a position in FFLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.02M in Q3 2025. 56 funds tracked by Wall St. Rank hold FFLG as of Q1 2026.

  • Marshall Investment Management held 208,552 shares of Fidelity Fundamental Large Cap Growth ETF worth $5.8M as of Q1 2026.
  • Marshall Investment Management sold 79,045 Fidelity Fundamental Large Cap Growth ETF shares in Q1 2026, an estimated $2.32M.
  • Fidelity Fundamental Large Cap Growth ETF made up 2.78% of Marshall Investment Management's portfolio in Q1 2026, its #8 holding.
  • Marshall Investment Management first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Marshall Investment Management's Fidelity Fundamental Large Cap Growth ETF position peaked at $9.02M in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.