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FFLG Institutional Ownership

Fidelity Fundamental Large Cap Growth ETF
1W: +0.4% 1M: +4.9% 3M: +2.2% YTD: +14.7% 1Y: +16.8% 3Y: +113.4% 5Y: +61.0%
$34.48
+0.34 (+1.00%)
 
Weekly Expected Move ±2.3%
$33 $34 $34 $35 $36
ETF CBOE · AUM $613.4M

Institutional Ownership — FFLG

73
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
298M
Total Invested
17
New Positions
20
Increased
25
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (76 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 2,767,865 95M +1,522,153 +122.2% 21Q SEC ↗
2 Kestra Advisory Services, LLC 1,868,111 64M -1,733 -0.1% 20Q SEC ↗
3 LPL Financial LLC 1,104,413 38M +282,989 +34.5% 8Q SEC ↗
4 FINANCIAL MANAGEMENT NETWORK INC 321,546 11M +34,362 +12.0% 19Q SEC ↗
5 INVESTMENT ADVISORY SERVICES INC /TX / 278,352 10M +16,943 +6.5% 17Q SEC ↗
6 MARSHALL INVESTMENT MANAGEMENT, LLC 197,558 7M -10,994 -5.3% 5Q SEC ↗
7 Traynor Capital Management, Inc. 179,939 6M -5,627 -3.0% 8Q SEC ↗
8 Cetera Investment Advisers 169,453 6M -110,338 -39.4% 10Q SEC ↗
9 Larson Financial Group LLC 167,460 6M +8,280 +5.2% 9Q SEC ↗
10 JPMORGAN CHASE & CO 158,359 5M +12,702 +8.7% 10Q SEC ↗
11 OSAIC HOLDINGS, INC. 126,139 4M +79,339 +169.5% 10Q SEC ↗
12 KINGSWOOD WEALTH ADVISORS, LLC NEW 120,628 4M — +0.0% 1Q SEC ↗
13 Cambridge Investment Research Advisors 120,586 4M +9,723 +8.8% 13Q SEC ↗
14 Empire Life Investments Inc. 91,864 3M +54,975 +149.0% 17Q SEC ↗
15 HICKS CAPITAL MANAGEMENT LLC 88,301 3M -298 -0.3% 4Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 79,425 3M +41,368 +108.7% 4Q SEC ↗
17 Sigma Planning Corp 73,971 3M +7,164 +10.7% 10Q SEC ↗
18 McGlone Suttner Wealth Management, Inc 56,276 2M +2 +0.0% 15Q SEC ↗
19 Essex Financial Services, Inc. NEW 49,529 2M — +0.0% 1Q SEC ↗
20 HARBOUR INVESTMENTS, INC. 48,340 2M -2,583 -5.1% 8Q SEC ↗
21 Ameritas Advisory Services, LLC NEW 42,637 1M — +0.0% 1Q SEC ↗
22 RAYMOND JAMES FINANCIAL INC 37,898 1M +15,557 +69.6% 5Q SEC ↗
23 GOLDMAN SACHS GROUP INC NEW 36,219 1M — +0.0% 1Q SEC ↗
24 Keating Financial Advisory Services, I NEW 32,312 1M — +0.0% 1Q SEC ↗
25 ROYAL BANK OF CANADA 26,600 917K +22,263 +513.3% 4Q SEC ↗
26 STIFEL FINANCIAL CORP 26,130 901K -1,977 -7.0% 14Q SEC ↗
27 WADDELL & ASSOCIATES, LLC 19,999 690K — +0.0% 4Q SEC ↗
28 BENJAMIN EDWARDS INC 19,716 680K -130 -0.7% 8Q SEC ↗
29 Dedeker Financial LLC 19,591 675K -495 -2.5% 3Q SEC ↗
30 Private Advisor Group, LLC 17,080 589K +300 +1.8% 6Q SEC ↗
31 JANE STREET GROUP, LLC NEW 16,569 571K — +0.0% 1Q SEC ↗
32 PRINCIPAL SECURITIES, INC. 16,281 561K +10 +0.1% 11Q SEC ↗
33 Costello Asset Management, INC 16,118 556K -525 -3.2% 4Q SEC ↗
34 Regal Investment Advisors LLC 15,523 535K — +0.0% 3Q SEC ↗
35 AVAII WEALTH MANAGEMENT, LLC 14,591 503K — +0.0% 11Q SEC ↗
36 ENVESTNET ASSET MANAGEMENT INC 14,435 498K -450 -3.0% 10Q SEC ↗
37 PKS Advisory Services, LLC 14,142 488K +644 +4.8% 6Q SEC ↗
38 J.W. COLE ADVISORS, INC. NEW 13,522 466K — +0.0% 1Q SEC ↗
39 MML INVESTORS SERVICES, LLC 12,837 443K +3,563 +38.4% 8Q SEC ↗
40 CLG LLC 12,054 416K -108 -0.9% 7Q SEC ↗
41 HERBST GROUP, LLC 12,000 414K — +0.0% 5Q SEC ↗
42 &PARTNERS 11,769 406K — +0.0% 15Q SEC ↗
43 INDEPENDENT FINANCIAL GROUP, LLC 11,710 404K -5 -0.0% 5Q SEC ↗
44 MGO ONE SEVEN LLC 11,126 384K +95 +0.9% 6Q SEC ↗
45 MORGAN STANLEY 10,909 376K -92 -0.8% 14Q SEC ↗
46 Foundations Investment Advisors, LLC 10,650 367K -34 -0.3% 3Q SEC ↗
47 FLOW TRADERS U.S. LLC NEW 9,175 316K — +0.0% 1Q SEC ↗
48 SCHWARZ DYGOS WHEELER INVESTMENT ADVIS 7,827 270K -170 -2.1% 21Q SEC ↗
49 High Point Wealth Management, LLC 7,019 242K +2 +0.0% 3Q SEC ↗
50 Ausdal Financial Partners, Inc. NEW 6,918 239K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC +1,522,153 +122.2% 2,767,865
LPL Financial LLC +282,989 +34.5% 1,104,413
OSAIC HOLDINGS, INC. +79,339 +169.5% 126,139
Empire Life Investments Inc. +54,975 +149.0% 91,864
NORTHWESTERN MUTUAL WEALTH MANAGEME +41,368 +108.7% 79,425
FINANCIAL MANAGEMENT NETWORK INC +34,362 +12.0% 321,546
ROYAL BANK OF CANADA +22,263 +513.3% 26,600
INVESTMENT ADVISORY SERVICES INC /T +16,943 +6.5% 278,352
RAYMOND JAMES FINANCIAL INC +15,557 +69.6% 37,898
JPMORGAN CHASE & CO +12,702 +8.7% 158,359
Cambridge Investment Research Advis +9,723 +8.8% 120,586
Larson Financial Group LLC +8,280 +5.2% 167,460
Sigma Planning Corp +7,164 +10.7% 73,971
MML INVESTORS SERVICES, LLC +3,563 +38.4% 12,837
PKS Advisory Services, LLC +644 +4.8% 14,142
Private Advisor Group, LLC +300 +1.8% 17,080
MGO ONE SEVEN LLC +95 +0.9% 11,126
PRINCIPAL SECURITIES, INC. +10 +0.1% 16,281
High Point Wealth Management, LLC +2 +0.0% 7,019
McGlone Suttner Wealth Management, +2 +0.0% 56,276
Biggest Decreases (18)
HolderReducedChange %Total Shares
Cetera Investment Advisers -110,338 -39.4% 169,453
MARSHALL INVESTMENT MANAGEMENT, LLC -10,994 -5.3% 197,558
Traynor Capital Management, Inc. -5,627 -3.0% 179,939
HARBOUR INVESTMENTS, INC. -2,583 -5.1% 48,340
STIFEL FINANCIAL CORP -1,977 -7.0% 26,130
Kestra Advisory Services, LLC -1,733 -0.1% 1,868,111
Sunbelt Securities, Inc. -903 -14.6% 5,262
Costello Asset Management, INC -525 -3.2% 16,118
Dedeker Financial LLC -495 -2.5% 19,591
ENVESTNET ASSET MANAGEMENT INC -450 -3.0% 14,435
HICKS CAPITAL MANAGEMENT LLC -298 -0.3% 88,301
SCHWARZ DYGOS WHEELER INVESTMENT AD -170 -2.1% 7,827
BENJAMIN EDWARDS INC -130 -0.7% 19,716
CLG LLC -108 -0.9% 12,054
MORGAN STANLEY -92 -0.8% 10,909
Foundations Investment Advisors, LL -34 -0.3% 10,650
PRIVATE TRUST CO NA -10 -0.3% 3,176
INDEPENDENT FINANCIAL GROUP, LLC -5 -0.0% 11,710

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms