McGlone Suttner Wealth Management’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

McGlone Suttner Wealth 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 Q3	$1.92M	Buy	56,279 +3	+0%	+$99	0.22%	54
2026 Q2	$1.95M	Buy	56,276 +2	+0%	+$66	0.23%	49
2026 Q1	$1.56M	Sell	56,274 -71	-0.1%	-$2.08K	0.21%	52
2025 Q4	$1.69M	Buy	56,345 +1	+0%	+$30	0.23%	48
2025 Q3	$1.66M	Buy	56,344 +1,010	+2%	+$28.3K	0.23%	47
2025 Q2	$1.47M	Buy	55,334 +3	+0%	+$71	0.22%	49
2025 Q1	$1.23M	Buy	55,331 +1,500	+3%	+$37.1K	0.2%	54
2024 Q4	$1.35M	Buy	53,831 +678	+1%	+$17K	0.23%	47
2024 Q3	$1.27M	Buy	53,153 +2,531	+5%	+$58.6K	0.26%	48
2024 Q2	$960K	Sell	50,622 -2,000	-4%	-$44.5K	0.2%	54
2024 Q1	$1.15M	Buy	52,622 +2,000	+4%	+$41.1K	0.22%	54
2023 Q4	$960K	Buy	50,622 +650	+1%	+$11.3K	0.19%	54
2023 Q3	$820K	Buy	49,972 +2,600	+5%	+$44.3K	0.19%	59
2023 Q2	$797K	Buy	47,372 +11,500	+32%	+$177K	0.18%	60
2023 Q1	$528K	Hold	35,872	–	–	0.14%	68
2022 Q4	$454K	Buy	+35,872	New	+$472K	0.14%	72

Other funds holding FFLG

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $355M AUM 19.46% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Hicks Capital Management Columbus, Ohio $122M AUM 10.6% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

McGlone Suttner Wealth Management's FFLG Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 0.01% in Q3 2026, buying an estimated $99 and bringing the position to 56,279 shares worth $1.92M. The position accounts for 0.22% of the portfolio, ranked #54.

McGlone Suttner Wealth Management first reported a position in FFLG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q2 2026. 20 funds tracked by Wall St. Rank hold FFLG as of Q3 2026.

McGlone Suttner Wealth Management held 56,279 shares of Fidelity Fundamental Large Cap Growth ETF worth $1.92M as of Q3 2026.
McGlone Suttner Wealth Management bought 3 Fidelity Fundamental Large Cap Growth ETF shares in Q3 2026, an estimated $99.
Fidelity Fundamental Large Cap Growth ETF made up 0.22% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #54 holding.
McGlone Suttner Wealth Management first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
McGlone Suttner Wealth Management's Fidelity Fundamental Large Cap Growth ETF position peaked at $1.95M in Q2 2026.
20 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.