Sugar Maple Asset Management’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Sugar Maple Asset 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
2025 Q1	–	Sell	-1,105	Closed	-$27.7K	–	478
2024 Q4	$27.7K	Buy	+1,105	New	+$27.7K	0.02%	159
2024 Q3	–	Sell	-12,371	Closed	-$293K	–	73
2024 Q2	$293K	Sell	12,371 -25,885	-68%	-$576K	0.28%	42
2024 Q1	$836K	Buy	+38,256	New	+$785K	0.81%	25

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

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

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

HCM

Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return

Sugar Maple Asset Management's FFLG Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q1 2025, closing a stake of 1,105 shares — an estimated $27.7K sold.

Sugar Maple Asset Management first reported a position in FFLG in Q1 2024 and held it in 3 quarters. The position peaked at $836K in Q1 2024. 51 funds tracked by Wall St. Rank hold FFLG as of Q1 2025.

Sugar Maple Asset Management reported no remaining Fidelity Fundamental Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 1,105 Fidelity Fundamental Large Cap Growth ETF shares in Q1 2025, an estimated $27.7K.
Sugar Maple Asset Management first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q1 2024 and held it in 3 quarters.
Sugar Maple Asset Management's Fidelity Fundamental Large Cap Growth ETF position peaked at $836K in Q1 2024.
51 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.