Fidelity Fundamental Large Cap Growth ETF (FGRO) Institutional Ownership

$26.02 +0.23 (+0.89%)

(As of 12/24/2024 ET)

Number of Institutional Buyers (last 12 months): 15
Total Institutional Inflows (last 12 months): $15.26M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $1.38M

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FGRO Institutional Buying and Selling by Quarter

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Fidelity Fundamental Large Cap Growth ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2024	Cetera Investment Advisers	150,757	$3.18M	0.0%	+166.4%	1.127%
8/14/2024	Marshall Wace LLP	11,077	$233K	0.0%	-30.8%	0.083%
7/31/2024	Commonwealth Equity Services LLC	799,725	$16.85M	0.0%	+8.5%	5.977%
7/26/2024	Cambridge Investment Research Advisors Inc.	88,708	$1.87M	0.0%	+5.0%	0.663%
7/24/2024	&PARTNERS	15,306	$322K	0.0%	-6.7%	0.114%
7/22/2024	Atria Wealth Solutions Inc.	140,320	$2.96M	0.0%	+15.4%	1.049%
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7/19/2024	McGlone Suttner Wealth Management Inc.	50,622	$1.07M	0.3%	-3.8%	0.378%
7/17/2024	Investment Advisory Services Inc. TX ADV	165,390	$3.49M	1.3%	+4.0%	1.236%
7/11/2024	Pacifica Partners Inc.	1,226	$26K	0.0%	N/A	0.009%
5/16/2024	Sugar Maple Asset Management LLC	38,256	$836K	0.8%	N/A	0.286%
5/15/2024	Kestra Advisory Services LLC	1,024,784	$22.40M	0.2%	+25.3%	7.659%
5/8/2024	Avantax Advisory Services Inc.	118,689	$2.60M	0.0%	+35.3%	0.887%
4/29/2024	Commonwealth Equity Services LLC	737,122	$16.11M	0.0%	+10.2%	5.530%
4/29/2024	Benjamin F. Edwards & Company Inc.	19,984	$437K	0.0%	-37.6%	0.150%
4/29/2024	RWA Wealth Partners LLC	11,090	$242K	0.0%	-66.8%	0.083%
4/25/2024	Investment Advisory Services Inc. TX ADV	159,043	$3.48M	1.3%	+2.2%	1.193%
4/25/2024	Cambridge Investment Research Advisors Inc.	84,476	$1.85M	0.0%	-13.0%	0.634%
4/22/2024	Financial Management Network Inc.	178,926	$3.86M	1.0%	+0.8%	1.342%
4/15/2024	Sunbelt Securities Inc.	36,526	$798K	0.1%	+49.6%	0.846%
4/11/2024	&PARTNERS	16,402	$359K	0.0%	-7.9%	0.380%
2/9/2024	Cambridge Investment Research Advisors Inc.	97,106	$1.84M	0.0%	+664.6%	2.248%
2/8/2024	Empire Life Investments Inc.	58,000	$1.10M	0.1%	+47.2%	1.343%
2/7/2024	Avantax Advisory Services Inc.	87,732	$1.66M	0.0%	+1.9%	2.031%
2/7/2024	Principal Securities Inc.	7,597	$144K	0.0%	N/A	0.176%
2/5/2024	Avaii Wealth Management LLC	12,300	$233K	0.2%	N/A	0.285%
2/2/2024	Atria Wealth Solutions Inc.	118,396	$2.25M	0.0%	+17.7%	2.741%
2/1/2024	CWM LLC	6,145	$117K	0.0%	-23.1%	0.142%
1/25/2024	RFG Advisory LLC	18,156	$344K	0.0%	-21.3%	0.420%
1/22/2024	Financial Management Network Inc.	177,520	$3.27M	1.0%	+4.2%	4.109%
1/18/2024	McGlone Suttner Wealth Management Inc.	50,622	$960K	0.2%	+1.3%	1.172%
1/11/2024	Investment Advisory Services Inc. TX ADV	155,668	$2.95M	1.2%	+3.1%	3.603%
12/11/2023	Sunbelt Securities Inc.	13,829	$227K	0.0%	+27.7%	0.320%
11/13/2023	Kestra Advisory Services LLC	676,390	$11.09M	0.1%	+13.2%	15.657%
11/8/2023	Atria Wealth Solutions Inc.	100,632	$1.65M	0.0%	+12.5%	2.329%
11/8/2023	Avantax Advisory Services Inc.	86,126	$1.41M	0.0%	+11.2%	1.994%
11/6/2023	Sigma Planning Corp	16,237	$266K	0.0%	+27.5%	0.376%
11/6/2023	Lincoln National Corp	39,684	$651K	0.0%	-6.0%	0.919%
10/24/2023	Financial Management Network Inc.	170,442	$2.78M	0.9%	+5.2%	3.945%
10/24/2023	Cambridge Investment Research Advisors Inc.	12,701	$208K	0.0%	+7.3%	0.294%
10/23/2023	Commonwealth Equity Services LLC	622,848	$10.22M	0.0%	+8.1%	14.418%
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10/19/2023	Investment Advisory Services Inc. TX ADV	150,990	$2.48M	1.1%	+5.9%	3.495%
10/19/2023	McGlone Suttner Wealth Management Inc.	49,972	$820K	0.2%	+5.5%	1.157%
10/16/2023	RFG Advisory LLC	23,065	$378K	0.0%	-8.3%	0.534%
10/11/2023	Adviser Investments LLC	32,949	$540K	0.0%	+172.3%	0.763%
8/11/2023	Kestra Advisory Services LLC	597,621	$10.06M	0.1%	+56.9%	13.834%
8/10/2023	Commonwealth Equity Services LLC	575,934	$9.69M	0.0%	+14.6%	13.332%
8/10/2023	Cetera Advisors LLC	29,935	$504K	0.0%	N/A	0.693%
8/10/2023	Cetera Advisor Networks LLC	36,214	$609K	0.0%	-10.5%	0.838%
8/4/2023	IFP Advisors Inc	1,825	$37K	0.0%	+461.5%	0.042%
8/3/2023	Atria Wealth Solutions Inc.	89,441	$1.51M	0.0%	+35.7%	2.070%
8/3/2023	RFG Advisory LLC	25,145	$423K	0.0%	-10.3%	0.582%
8/2/2023	Sigma Planning Corp	12,732	$214K	0.0%	+6.2%	0.295%
7/28/2023	Financial Management Network Inc.	161,997	$2.73M	1.0%	+7.4%	3.750%
7/26/2023	McGlone Suttner Wealth Management Inc.	47,372	$797K	0.2%	+32.1%	1.097%
7/13/2023	Cambridge Investment Research Advisors Inc.	11,836	$199K	0.0%	N/A	0.274%
7/5/2023	Wiley BROS. Aintree Capital LLC	18,264	$307K	0.1%	-5.3%	0.423%
5/30/2023	BKA Wealth Consulting Inc.	150,861	$2.22M	0.9%	N/A	3.492%
5/11/2023	Commonwealth Equity Services LLC	502,775	$7.41M	0.0%	+5.6%	11.638%
5/9/2023	RFG Advisory LLC	28,032	$413K	0.0%	N/A	0.649%
5/8/2023	Empire Life Investments Inc.	32,100	$472K	0.0%	-9.3%	0.743%
4/28/2023	Avantax Advisory Services Inc.	75,025	$1.11M	0.0%	-2.8%	1.737%
4/28/2023	Ameritas Advisory Services LLC	2,155	$32K	0.0%	N/A	0.050%
4/28/2023	Janney Montgomery Scott LLC	15,680	$231K	0.0%	N/A	0.363%
4/27/2023	Benjamin F. Edwards & Company Inc.	34,899	$514K	0.0%	+13.5%	0.808%
4/26/2023	Adviser Investments LLC	12,069	$178K	0.0%	N/A	0.279%
4/24/2023	Investment Advisory Services Inc. TX ADV	73,080	$1.08M	0.5%	-1.0%	1.692%
4/21/2023	BKA Wealth Consulting Inc.	150,861	$2.22M	0.9%	N/A	3.492%
4/6/2023	Wiley BROS. Aintree Capital LLC	19,286	$284K	0.1%	-22.7%	0.446%
2/13/2023	Atria Wealth Solutions Inc.	65,918	$835K	0.0%	+224.6%	0.000%
2/10/2023	Financial Management Network Inc.	132,226	$1.66M	0.7%	+28.7%	0.000%
2/9/2023	McGlone Suttner Wealth Management Inc.	35,872	$454K	0.1%	N/A	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	27,674	$351K	0.0%	-12.5%	0.000%
2/8/2023	Lincoln National Corp	42,452	$538K	0.0%	-47.2%	0.000%
2/7/2023	Commonwealth Equity Services LLC	476,218	$6.03M	0.0%	+7.8%	0.000%
2/7/2023	Benjamin F. Edwards & Company Inc.	30,737	$389K	0.0%	+175.0%	0.000%
2/2/2023	Empire Life Investments Inc.	35,400	$449K	0.0%	+2.0%	0.000%
1/31/2023	Kestra Advisory Services LLC	115,475	$1.46M	0.0%	-1.2%	0.000%
1/30/2023	Annex Advisory Services LLC	10,210	$129K	0.0%	-98.4%	0.000%
1/10/2023	Wiley BROS. Aintree Capital LLC	24,957	$316K	0.2%	N/A	0.000%
11/21/2022	Sunbelt Securities Inc.	14,068	$180K	0.0%	N/A	0.000%
11/15/2022	Commonwealth Equity Services LLC	441,634	$5.64M	0.0%	+72.8%	0.000%
11/10/2022	Sigma Planning Corp	11,217	$143K	0.0%	N/A	0.000%
11/4/2022	Lincoln National Corp	80,355	$1.03M	0.0%	-2.2%	0.000%
11/3/2022	Financial Management Network Inc.	102,752	$1.40M	0.7%	+24.9%	0.000%
11/2/2022	Avantax Advisory Services Inc.	71,515	$913K	0.0%	+12.1%	0.000%
11/1/2022	Kestra Advisory Services LLC	116,821	$1.49M	0.0%	+97.3%	0.000%
10/27/2022	Investment Advisory Services Inc. TX ADV	71,050	$907K	0.5%	+53.9%	0.000%
10/27/2022	CWM LLC	7,995	$102K	0.0%	-13.7%	0.000%
10/24/2022	Annex Advisory Services LLC	648,784	$8.28M	0.6%	+11.2%	0.000%
10/17/2022	Cambridge Investment Research Advisors Inc.	31,640	$404K	0.0%	N/A	0.000%
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8/15/2022	Investment Advisory Services Inc. TX ADV	46,157	$600K	0.3%	N/A	0.000%
8/11/2022	Cetera Advisor Networks LLC	22,175	$288K	0.0%	N/A	0.000%
8/3/2022	Empire Life Investments Inc.	35,700	$464K	0.0%	N/A	0.000%
8/2/2022	Avantax Advisory Services Inc.	63,806	$829K	0.0%	+10.5%	0.000%
8/2/2022	Lincoln National Corp	82,147	$1.07M	0.0%	+16.7%	0.000%
7/27/2022	Annex Advisory Services LLC	583,292	$7.58M	0.5%	N/A	0.000%
7/19/2022	Commonwealth Equity Services LLC	255,576	$3.32M	0.0%	+22.4%	0.000%
7/11/2022	Financial Management Network Inc.	82,259	$1.08M	0.6%	+94.0%	0.000%
5/11/2022	Schwarz Dygos Wheeler Investment Advisors LLC	10,617	$190K	0.1%	-21.5%	0.000%
5/9/2022	Beaumont Financial Partners LLC	11,173	$200K	0.0%	-92.7%	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, 32 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 ($16.85M), Financial Management Network Inc. ($3.86M), Investment Advisory Services Inc. TX ADV ($3.49M), Cetera Investment Advisers ($3.18M), Atria Wealth Solutions Inc. ($2.96M), and Avantax Advisory Services Inc. ($2.60M).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: Kestra Advisory Services LLC ($502.26K), Commonwealth Equity Services LLC ($311.94K), BKA Wealth Consulting Inc. ($301.72K), Atria Wealth Solutions Inc. ($116.85K), Cambridge Investment Research Advisors Inc. ($101.34K), Cetera Investment Advisers ($94.16K), and Financial Management Network Inc. ($57.54K).
How much institutional buying is happening at Fidelity Fundamental Large Cap Growth ETF?: Institutional investors have bought a total of 1,857,446 shares in the last 24 months. This purchase volume represents approximately $32.99M in transactions.

Which Fidelity Fundamental Large Cap Growth ETF major shareholders have been selling company stock?: Of the 16 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 ($40.43K), 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 769,575 shares in the last 24 months. This volume of shares sold represents approximately $10.40M in transactions.

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This page (BATS:FGRO) was last updated on 12/25/2024 by MarketBeat.com Staff

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Fidelity Fundamental Large Cap Growth ETF (FGRO) Institutional Ownership

FGRO Institutional Buying and Selling by Quarter

Fidelity Fundamental Large Cap Growth ETF Major Shareholders & Ownership History

FGRO Institutional Ownership - Frequently Asked Questions

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Fidelity Fundamental Large Cap Growth ETF (FGRO) Institutional Ownership

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

FGRO Institutional Buying and Selling by Quarter

Fidelity Fundamental Large Cap Growth ETF Major Shareholders & Ownership History

FGRO Institutional Ownership - Frequently Asked Questions

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