Stifel Financial’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Stifel Financial’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	$782K	Buy	28,107 +619	+2%	+$18.2K	﹤0.01%	2595
2025 Q4	$823K	Sell	27,488 -3,215	-10%	-$95.6K	﹤0.01%	2563
2025 Q3	$905K	Sell	30,703 -1,005	-3%	-$28.2K	﹤0.01%	2454
2025 Q2	$842K	Buy	31,708 +16,913	+114%	+$398K	﹤0.01%	2452
2025 Q1	$328K	Sell	14,795 -14,796	-50%	-$366K	﹤0.01%	2922
2024 Q4	$742K	Buy	29,591 +596	+2%	+$14.9K	﹤0.01%	2439
2024 Q3	$694K	Sell	28,995 -1,000	-3%	-$23.2K	﹤0.01%	2466
2024 Q2	$709K	Buy	29,995 +67	+0.2%	+$1.49K	﹤0.01%	2393
2024 Q1	$654K	Sell	29,928 -420	-1%	-$8.62K	﹤0.01%	2455
2023 Q4	$576K	Hold	30,348	–	–	﹤0.01%	2486
2023 Q3	$498K	Buy	30,348 +18,089	+148%	+$308K	﹤0.01%	2491
2023 Q2	$206K	Hold	12,259	–	–	﹤0.01%	3038
2023 Q1	$181K	Buy	+12,259	New	+$171K	﹤0.01%	3075

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

Stifel Financial's FFLG Position: Q1 2026 in Review

Stifel Financial increased its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 2.3% in Q1 2026, buying an estimated $18.2K and bringing the position to 28,107 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Stifel Financial first reported a position in FFLG in Q1 2023 and has held it in 13 quarters since. The position peaked at $905K in Q3 2025. 56 funds tracked by Wall St. Rank hold FFLG as of Q1 2026.

Stifel Financial held 28,107 shares of Fidelity Fundamental Large Cap Growth ETF worth $782K as of Q1 2026.
Stifel Financial bought 619 Fidelity Fundamental Large Cap Growth ETF shares in Q1 2026, an estimated $18.2K.
Fidelity Fundamental Large Cap Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2595 holding.
Stifel Financial first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Stifel Financial's Fidelity Fundamental Large Cap Growth ETF position peaked at $905K in Q3 2025.
56 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.