Fidelity Fndmntl L/C GRW ETFFFLGETF

13F holders, Q1 2024 (March 31)
40holders
1famous investor
$21.84avg. 13F price*

At the end of Q1 2024, 40 institutions reported holding Fidelity Fndmntl L/C GRW ETF (FFLG) in their 13F filings. The largest holders were Kestra Advisory Services, LLC ($22.4M), Commonwealth Equity Services, LLC ($16.1M) and Financial Management Network Inc. ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity Fndmntl L/C GRW ETF
CUSIP
316092337
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 40Q1 2024Q2 2024: 43Q2 2024Q3 2024: 41Q3 2024Q4 2024: 46Q4 2024Q1 2025: 51Q1 2025Q2 2025: 51Q2 2025Q3 2025: 50Q3 2025Q4 2025: 56Q4 2025Q1 2026: 56Q1 2026Q2 2026: 64Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$6.4M
Exits3$372K

Ownership 40 holders

Kestra Advisory Services, LLC 0.15% Add +25.3% 1,024,784 $22.4M
Commonwealth Equity Services, LLC 0.03% Add +10.2% 737,122 $16.1M
Financial Management Network Inc. 0.97% Add +0.8% 178,926 $3.9M
Investment Advisory Services Inc. /TX 1.28% Add +2.2% 159,043 $3.5M
Atria Wealth Solutions, Inc. 0.03% Add +2.7% 121,555 $2.7M
JPMorgan Chase & Co. 0.00% New 118,724 $2.6M
Avantax Advisory Services, Inc. 0.02% Add +35.3% 118,689 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.0% 84,476 $1.8M
Citadel Advisors 0.00% New 56,978 $1.2M
Cetera Investment Advisers 0.00% New 56,598 $1.2M
Empire Life Investments Inc. 0.07% Reduce -7.4% 53,700 $1.2M
McGlone Suttner Wealth Management, Inc. 0.22% Add +4.0% 52,622 $1.2M
Lincoln National Corp. 0.01% Reduce -1.0% 39,476 $863K
Sugar Maple Asset Management, LLC 0.81% — 38,256 $836K
Sunbelt Securities, Inc. 0.09% Add +49.6% 36,526 $798K
Stifel Financial Corp. 0.00% Reduce -1.4% 29,928 $654K
Sigma Planning Corp 0.01% New 20,916 $457K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -37.6% 19,984 $437K
RFG Advisory, LLC 0.01% Add +1.4% 18,401 $402K
Janney Montgomery Scott LLC 0.00% Add +0.6% 16,780 $367K
&partners 0.05% Reduce -8.0% 16,402 $359K
Marshall Wace, LLP 0.00% New 16,012 $350K
Avaii Wealth Management, LLC 0.17% Add +10.0% 13,535 $296K
Envestnet Asset Management Inc. 0.00% New 12,770 $279K
Cadence Bank 0.02% No change 12,042 $263K
Two Sigma Investments, LP 0.00% Add +6.5% 11,400 $249K
Rwa Wealth Partners, LLC 0.00% Reduce -66.8% 11,090 $242K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 10,497 $229K
Royal Bank of Canada 0.00% Reduce -48.8% 10,485 $229K
DAVENPORT & Co LLC 0.00% New 9,860 $216K
IFP Advisors, Inc 0.01% No change 9,525 $208K
Principal Securities, Inc. 0.01% Reduce -1.9% 7,454 $163K
Morgan Stanley 0.00% No change 6,927 $151K
Financial Perspectives, Inc 0.02% No change 2,783 $61K
Glen Eagle Advisors, LLC 0.01% No change 1,597 $35K
Osaic Holdings, Inc. 0.00% New 965 $21K
Cwm, LLC 0.00% Reduce -86.3% 845 $18K
National Bank of Canada 0.00% No change 550 $12K
Qube Research & Technologies Ltd 0.00% Reduce -77.7% 236 $5K
Venturi Wealth Management, LLC 0.00% No change 155 $3K

"% of holder's portfolio" is FFLG's weight in each manager's 13F, not the share of Fidelity Fndmntl L/C GRW ETF the manager owns.