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Fidelity Fundamental Large Cap Growth ETF (FGRO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Large Cap Growth ETF (BATS:FGRO)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$21.78M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.40M
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FGRO Institutional Buying and Selling by Quarter

Fidelity Fundamental Large Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Kestra Advisory Services LLC1,024,784$22.40M0.2%+25.3%7.659%
5/8/2024 Avantax Advisory Services Inc.118,689$2.60M0.0%+35.3%0.887%
4/29/2024Commonwealth Equity Services LLC737,122$16.11M0.0%+10.2%5.530%
4/29/2024 Benjamin F. Edwards & Company Inc.19,984$437K0.0%-37.6%0.150%
4/29/2024 RWA Wealth Partners LLC11,090$242K0.0%-66.8%0.083%
4/25/2024 Investment Advisory Services Inc. TX ADV159,043$3.48M1.3%+2.2%1.193%
4/25/2024 Cambridge Investment Research Advisors Inc.84,476$1.85M0.0%-13.0%0.634%
4/22/2024 Financial Management Network Inc.178,926$3.86M1.0%+0.8%1.342%
4/15/2024 Sunbelt Securities Inc.36,526$798K0.1%+49.6%0.846%
4/11/2024 &PARTNERS16,402$359K0.0%-7.9%0.380%
2/9/2024 Cambridge Investment Research Advisors Inc.97,106$1.84M0.0%+664.6%2.248%
2/8/2024 Empire Life Investments Inc.58,000$1.10M0.1%+47.2%1.343%
2/7/2024 Avantax Advisory Services Inc.87,732$1.66M0.0%+1.9%2.031%
2/7/2024 Principal Securities Inc.7,597$144K0.0%N/A0.176%
2/5/2024 Avaii Wealth Management LLC12,300$233K0.2%N/A0.285%
2/2/2024 Atria Wealth Solutions Inc.118,396$2.25M0.0%+17.7%2.741%
2/1/2024 CWM LLC6,145$117K0.0%-23.1%0.142%
1/25/2024 RFG Advisory LLC18,156$344K0.0%-21.3%0.420%
1/22/2024 Financial Management Network Inc.177,520$3.27M1.0%+4.2%4.109%
1/18/2024 McGlone Suttner Wealth Management Inc.50,622$960K0.2%+1.3%1.172%
1/11/2024 Investment Advisory Services Inc. TX ADV155,668$2.95M1.2%+3.1%3.603%
12/11/2023 Sunbelt Securities Inc.13,829$227K0.0%+27.7%0.320%
11/13/2023Kestra Advisory Services LLC676,390$11.09M0.1%+13.2%15.657%
11/8/2023 Atria Wealth Solutions Inc.100,632$1.65M0.0%+12.5%2.329%
11/8/2023 Avantax Advisory Services Inc.86,126$1.41M0.0%+11.2%1.994%
11/6/2023 Sigma Planning Corp16,237$266K0.0%+27.5%0.376%
11/6/2023 Lincoln National Corp39,684$651K0.0%-6.0%0.919%
10/24/2023 Financial Management Network Inc.170,442$2.78M0.9%+5.2%3.945%
10/24/2023 Cambridge Investment Research Advisors Inc.12,701$208K0.0%+7.3%0.294%
10/23/2023Commonwealth Equity Services LLC622,848$10.22M0.0%+8.1%14.418%
10/19/2023 Investment Advisory Services Inc. TX ADV150,990$2.48M1.1%+5.9%3.495%
10/19/2023 McGlone Suttner Wealth Management Inc.49,972$820K0.2%+5.5%1.157%
10/16/2023 RFG Advisory LLC23,065$378K0.0%-8.3%0.534%
10/11/2023 Adviser Investments LLC32,949$540K0.0%+172.3%0.763%
8/11/2023Kestra Advisory Services LLC597,621$10.06M0.1%+56.9%13.834%
8/10/2023Commonwealth Equity Services LLC575,934$9.69M0.0%+14.6%13.332%
8/10/2023Cetera Advisors LLC29,935$504K0.0%N/A0.693%
8/10/2023Cetera Advisor Networks LLC36,214$609K0.0%-10.5%0.838%
8/4/2023IFP Advisors Inc1,825$37K0.0%+461.5%0.042%
8/3/2023 Atria Wealth Solutions Inc.89,441$1.51M0.0%+35.7%2.070%
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8/3/2023 RFG Advisory LLC25,145$423K0.0%-10.3%0.582%
8/2/2023 Sigma Planning Corp12,732$214K0.0%+6.2%0.295%
7/28/2023 Financial Management Network Inc.161,997$2.73M1.0%+7.4%3.750%
7/26/2023 McGlone Suttner Wealth Management Inc.47,372$797K0.2%+32.1%1.097%
7/13/2023 Cambridge Investment Research Advisors Inc.11,836$199K0.0%N/A0.274%
7/5/2023 Wiley BROS. Aintree Capital LLC18,264$307K0.1%-5.3%0.423%
5/30/2023 BKA Wealth Consulting Inc.150,861$2.22M0.9%N/A3.492%
5/11/2023Commonwealth Equity Services LLC502,775$7.41M0.0%+5.6%11.638%
5/9/2023 RFG Advisory LLC28,032$413K0.0%N/A0.649%
5/8/2023 Empire Life Investments Inc.32,100$472K0.0%-9.3%0.743%
4/28/2023 Avantax Advisory Services Inc.75,025$1.11M0.0%-2.8%1.737%
4/28/2023Ameritas Advisory Services LLC2,155$32K0.0%N/A0.050%
4/28/2023 Janney Montgomery Scott LLC15,680$231K0.0%N/A0.363%
4/27/2023 Benjamin F. Edwards & Company Inc.34,899$514K0.0%+13.5%0.808%
4/26/2023 Adviser Investments LLC12,069$178K0.0%N/A0.279%
4/24/2023 Investment Advisory Services Inc. TX ADV73,080$1.08M0.5%-1.0%1.692%
4/21/2023 BKA Wealth Consulting Inc.150,861$2.22M0.9%N/A3.492%
4/6/2023 Wiley BROS. Aintree Capital LLC19,286$284K0.1%-22.7%0.446%
2/13/2023 Atria Wealth Solutions Inc.65,918$835K0.0%+224.6%0.000%
2/10/2023 Financial Management Network Inc.132,226$1.66M0.7%+28.7%0.000%
2/9/2023 McGlone Suttner Wealth Management Inc.35,872$454K0.1%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.27,674$351K0.0%-12.5%0.000%
2/8/2023 Lincoln National Corp42,452$538K0.0%-47.2%0.000%
2/7/2023Commonwealth Equity Services LLC476,218$6.03M0.0%+7.8%0.000%
2/7/2023 Benjamin F. Edwards & Company Inc.30,737$389K0.0%+175.0%0.000%
2/2/2023 Empire Life Investments Inc.35,400$449K0.0%+2.0%0.000%
1/31/2023Kestra Advisory Services LLC115,475$1.46M0.0%-1.2%0.000%
1/30/2023 Annex Advisory Services LLC10,210$129K0.0%-98.4%0.000%
1/10/2023 Wiley BROS. Aintree Capital LLC24,957$316K0.2%N/A0.000%
11/21/2022 Sunbelt Securities Inc.14,068$180K0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC441,634$5.64M0.0%+72.8%0.000%
11/10/2022 Sigma Planning Corp11,217$143K0.0%N/A0.000%
11/4/2022 Lincoln National Corp80,355$1.03M0.0%-2.2%0.000%
11/3/2022 Financial Management Network Inc.102,752$1.40M0.7%+24.9%0.000%
11/2/2022 Avantax Advisory Services Inc.71,515$913K0.0%+12.1%0.000%
11/1/2022Kestra Advisory Services LLC116,821$1.49M0.0%+97.3%0.000%
10/27/2022 Investment Advisory Services Inc. TX ADV71,050$907K0.5%+53.9%0.000%
10/27/2022 CWM LLC7,995$102K0.0%-13.7%0.000%
10/24/2022 Annex Advisory Services LLC648,784$8.28M0.6%+11.2%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.31,640$404K0.0%N/A0.000%
8/15/2022 Investment Advisory Services Inc. TX ADV46,157$600K0.3%N/A0.000%
8/11/2022Cetera Advisor Networks LLC22,175$288K0.0%N/A0.000%
8/3/2022 Empire Life Investments Inc.35,700$464K0.0%N/A0.000%
8/2/2022 Avantax Advisory Services Inc.63,806$829K0.0%+10.5%0.000%
8/2/2022 Lincoln National Corp82,147$1.07M0.0%+16.7%0.000%
7/27/2022 Annex Advisory Services LLC583,292$7.58M0.5%N/A0.000%
7/19/2022Commonwealth Equity Services LLC255,576$3.32M0.0%+22.4%0.000%
7/11/2022 Financial Management Network Inc.82,259$1.08M0.6%+94.0%0.000%
5/11/2022 Schwarz Dygos Wheeler Investment Advisors LLC10,617$190K0.1%-21.5%0.000%
5/9/2022Beaumont Financial Partners LLC11,173$200K0.0%-92.7%0.000%
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5/9/2022 Lincoln National Corp70,400$1.26M0.0%+176.7%0.000%
5/4/2022Commonwealth Equity Services LLC208,740$3.74M0.0%+74.6%0.000%
5/4/2022 Benjamin F. Edwards & Company Inc.6,654$119K0.0%+394.4%0.000%
4/27/2022 Avantax Advisory Services Inc.57,761$1.04M0.0%+9.3%0.000%
4/21/2022 Financial Management Network Inc.42,395$784K0.4%+174.1%0.000%
4/21/2022 CWM LLC8,925$160K0.0%+82.1%0.000%
2/8/2022 Schwarz Dygos Wheeler Investment Advisors LLC13,517$280K0.1%-11.2%0.000%
2/7/2022Beaumont Financial Partners LLC153,041$3.17M0.2%N/A0.000%
1/31/2022 CWM LLC4,900$101K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC119,546$2.47M0.0%+196.7%0.000%
(Data available from 1/1/2016 forward)

FGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FGRO shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Fidelity Fundamental Large Cap Growth ETF. The most heavily invested institutionals were Kestra Advisory Services LLC ($22.40M), Commonwealth Equity Services LLC ($16.11M), Financial Management Network Inc. ($3.86M), Investment Advisory Services Inc. TX ADV ($3.48M), Avantax Advisory Services Inc. ($2.60M), Atria Wealth Solutions Inc. ($2.25M), and BKA Wealth Consulting Inc. ($2.22M).Learn more on FGRO's institutional investors.

Which institutional investors have been buying Fidelity Fundamental Large Cap Growth ETF stock?

Of the 25 institutional investors that purchased Fidelity Fundamental Large Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($648.78K), Kestra Advisory Services LLC ($559.87K), Commonwealth Equity Services LLC ($482.23K), BKA Wealth Consulting Inc. ($301.72K), Cambridge Investment Research Advisors Inc. ($128.75K), Financial Management Network Inc. ($117.90K), and Atria Wealth Solutions Inc. ($98.09K).

How much institutional buying is happening at Fidelity Fundamental Large Cap Growth ETF?

Institutional investors have bought a total of 2,842,850 shares in the last 24 months. This purchase volume represents approximately $43.36M in transactions.

Which Fidelity Fundamental Large Cap Growth ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold Fidelity Fundamental Large Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($638.57K), Lincoln National Corp ($42.23K), RWA Wealth Partners LLC ($22.35K), Cambridge Investment Research Advisors Inc. ($16.60K), Benjamin F. Edwards & Company Inc. ($12.03K), RFG Advisory LLC ($9.88K), and Wiley BROS. Aintree Capital LLC ($6.69K).

How much institutional selling is happening at Fidelity Fundamental Large Cap Growth ETF?

Institutional investors have sold a total of 764,601 shares in the last 24 months. This volume of shares sold represents approximately $10.25M in transactions.


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This page (BATS:FGRO) was last updated on 5/15/2024 by MarketBeat.com Staff

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