Sigma Planning Corp’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Sigma Planning Corp’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	$1.86M	Buy	66,807 +2,370	+4%	+$69.6K	0.05%	355
2025 Q4	$1.93M	Buy	64,437 +2,491	+4%	+$74.1K	0.05%	345
2025 Q3	$1.83M	Buy	61,946 +8,461	+16%	+$237K	0.05%	347
2025 Q2	$1.42M	Buy	53,485 +11,125	+26%	+$262K	0.04%	392
2025 Q1	$938K	Buy	42,360 +6,741	+19%	+$167K	0.03%	512
2024 Q4	$893K	Buy	35,619 +2,846	+9%	+$71.2K	0.03%	532
2024 Q3	$785K	Buy	32,773 +3,097	+10%	+$71.7K	0.02%	574
2024 Q2	$702K	Buy	29,676 +8,760	+42%	+$195K	0.02%	591
2024 Q1	$457K	Buy	+20,916	New	+$429K	0.01%	796
2023 Q4	–	Sell	-16,237	Closed	-$266K	–	1198
2023 Q3	$266K	Buy	16,237 +3,505	+28%	+$59.7K	0.01%	972
2023 Q2	$214K	Buy	12,732 +740	+6%	+$11.4K	0.01%	1070
2023 Q1	$177K	Buy	11,992 +335	+3%	+$4.67K	0.01%	1189
2022 Q4	$148K	Buy	11,657 +440	+4%	+$5.79K	0.01%	1165
2022 Q3	$143K	Buy	+11,217	New	+$159K	0.01%	1162

Other funds holding FFLG

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

MIM

Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 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

Sigma Planning Corp's FFLG Position: Q1 2026 in Review

Sigma Planning Corp increased its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 3.7% in Q1 2026, buying an estimated $69.6K and bringing the position to 66,807 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #355.

Sigma Planning Corp first reported a position in FFLG in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q4 2025. 56 funds tracked by Wall St. Rank hold FFLG as of Q1 2026.

Sigma Planning Corp held 66,807 shares of Fidelity Fundamental Large Cap Growth ETF worth $1.86M as of Q1 2026.
Sigma Planning Corp bought 2,370 Fidelity Fundamental Large Cap Growth ETF shares in Q1 2026, an estimated $69.6K.
Fidelity Fundamental Large Cap Growth ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #355 holding.
Sigma Planning Corp first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q3 2022 and has held it in 14 quarters since.
Sigma Planning Corp's Fidelity Fundamental Large Cap Growth ETF position peaked at $1.93M in Q4 2025.
56 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.