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 Q2	$6.85M	Sell	197,558 -10,994	-5%	-$361K	2.85%	8
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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marshall Investment Management's FFLG Position: Q2 2026 in Review

Marshall Investment Management reduced its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 5.3% in Q2 2026, selling an estimated $361K and leaving 197,558 shares worth $6.85M. The position accounts for 2.85% of the portfolio, ranked #8.

Marshall Investment Management first reported a position in FFLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.02M in Q3 2025. 64 funds tracked by Wall St. Rank hold FFLG as of Q2 2026.

Marshall Investment Management held 197,558 shares of Fidelity Fundamental Large Cap Growth ETF worth $6.85M as of Q2 2026.
Marshall Investment Management sold 10,994 Fidelity Fundamental Large Cap Growth ETF shares in Q2 2026, an estimated $361K.
Fidelity Fundamental Large Cap Growth ETF made up 2.85% of Marshall Investment Management's portfolio in Q2 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 5 quarters since.
Marshall Investment Management's Fidelity Fundamental Large Cap Growth ETF position peaked at $9.02M in Q3 2025.
64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.