Root Financial Partners’s Fidelity Fundamental Global ex-U.S. ETF FFGX Stock Holding History

Root Financial Partners’s Portfolio FFGX Stock Details FFGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8	Closed	-$239	–	2542
2025 Q3	$239	Buy	+8	New	+$232	﹤0.01%	2202

Other funds holding FFGX

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's FFGX Position: Q4 2025 in Review

Root Financial Partners sold out of Fidelity Fundamental Global ex-U.S. ETF (FFGX) in Q4 2025, closing a stake of 8 shares — an estimated $239 sold.

Root Financial Partners first reported a position in FFGX in Q3 2025 and held it in 1 quarter. The position peaked at $239 in Q3 2025. 7 funds tracked by Wall St. Rank hold FFGX as of Q4 2025.

Root Financial Partners reported no remaining Fidelity Fundamental Global ex-U.S. ETF position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 8 Fidelity Fundamental Global ex-U.S. ETF shares in Q4 2025, an estimated $239.
Root Financial Partners first reported a position in Fidelity Fundamental Global ex-U.S. ETF in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Fidelity Fundamental Global ex-U.S. ETF position peaked at $239 in Q3 2025.
7 funds tracked by Wall St. Rank held Fidelity Fundamental Global ex-U.S. ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.