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Fidelity Fundamental Large Cap Growth ETF (FGRO) Institutional Ownership

$20.99 -1.58 (-7.00%)
As of 04/3/2025
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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)
11
Total
Institutional Inflows
(last 12 months)
$12.32M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.25M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2024Cetera Investment Advisers150,757$3.18M0.0%+166.4%1.127%
8/14/2024Marshall Wace LLP11,077$233K0.0%-30.8%0.083%
7/31/2024Commonwealth Equity Services LLC799,725$16.85M0.0%+8.5%5.977%
7/26/2024Cambridge Investment Research Advisors Inc.88,708$1.87M0.0%+5.0%0.663%
7/24/2024&PARTNERS15,306$322K0.0%-6.7%0.114%
7/22/2024Atria Wealth Solutions Inc.140,320$2.96M0.0%+15.4%1.049%
7/19/2024McGlone Suttner Wealth Management Inc.50,622$1.07M0.3%-3.8%0.378%
7/17/2024Investment Advisory Services Inc. TX ADV165,390$3.49M1.3%+4.0%1.236%
7/11/2024Pacifica Partners Inc.1,226$26K0.0%N/A0.009%
5/16/2024Sugar Maple Asset Management LLC38,256$836K0.8%N/A0.286%
5/15/2024Kestra Advisory Services LLC1,024,784$22.40M0.2%+25.3%7.659%
5/8/2024Avantax 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%
4/29/2024Benjamin F. Edwards & Company Inc.19,984$437K0.0%-37.6%0.150%
4/29/2024RWA Wealth Partners LLC11,090$242K0.0%-66.8%0.083%
4/25/2024Investment Advisory Services Inc. TX ADV159,043$3.48M1.3%+2.2%1.193%
4/25/2024Cambridge Investment Research Advisors Inc.84,476$1.85M0.0%-13.0%0.634%
4/22/2024Financial Management Network Inc.178,926$3.86M1.0%+0.8%1.342%
4/15/2024Sunbelt Securities Inc.36,526$798K0.1%+49.6%0.846%
4/11/2024&PARTNERS16,402$359K0.0%-7.9%0.380%
2/9/2024Cambridge Investment Research Advisors Inc.97,106$1.84M0.0%+664.6%2.248%
2/8/2024Empire Life Investments Inc.58,000$1.10M0.1%+47.2%1.343%
2/7/2024Avantax Advisory Services Inc.87,732$1.66M0.0%+1.9%2.031%
2/7/2024Principal Securities Inc.7,597$144K0.0%N/A0.176%
2/5/2024Avaii Wealth Management LLC12,300$233K0.2%N/A0.285%
2/2/2024Atria Wealth Solutions Inc.118,396$2.25M0.0%+17.7%2.741%
2/1/2024CWM LLC6,145$117K0.0%-23.1%0.142%
1/25/2024RFG Advisory LLC18,156$344K0.0%-21.3%0.420%
1/22/2024Financial Management Network Inc.177,520$3.27M1.0%+4.2%4.109%
1/18/2024McGlone Suttner Wealth Management Inc.50,622$960K0.2%+1.3%1.172%
1/11/2024Investment Advisory Services Inc. TX ADV155,668$2.95M1.2%+3.1%3.603%
12/11/2023Sunbelt Securities Inc.13,829$227K0.0%+27.7%0.320%
11/13/2023Kestra Advisory Services LLC676,390$11.09M0.1%+13.2%15.657%
11/8/2023Atria Wealth Solutions Inc.100,632$1.65M0.0%+12.5%2.329%
11/8/2023Avantax Advisory Services Inc.86,126$1.41M0.0%+11.2%1.994%
11/6/2023Sigma Planning Corp16,237$266K0.0%+27.5%0.376%
11/6/2023Lincoln National Corp39,684$651K0.0%-6.0%0.919%
10/24/2023Financial Management Network Inc.170,442$2.78M0.9%+5.2%3.945%
10/24/2023Cambridge 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%
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10/19/2023Investment Advisory Services Inc. TX ADV150,990$2.48M1.1%+5.9%3.495%
10/19/2023McGlone Suttner Wealth Management Inc.49,972$820K0.2%+5.5%1.157%
10/16/2023RFG Advisory LLC23,065$378K0.0%-8.3%0.534%
10/11/2023Adviser 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%
8/3/2023Atria Wealth Solutions Inc.89,441$1.51M0.0%+35.7%2.070%
8/3/2023RFG Advisory LLC25,145$423K0.0%-10.3%0.582%
8/2/2023Sigma Planning Corp12,732$214K0.0%+6.2%0.295%
7/28/2023Financial Management Network Inc.161,997$2.73M1.0%+7.4%3.750%
7/26/2023McGlone Suttner Wealth Management Inc.47,372$797K0.2%+32.1%1.097%
7/13/2023Cambridge Investment Research Advisors Inc.11,836$199K0.0%N/A0.274%
7/5/2023Wiley BROS. Aintree Capital LLC18,264$307K0.1%-5.3%0.423%
5/30/2023BKA 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%
5/9/2023RFG Advisory LLC28,032$413K0.0%N/A0.649%
5/8/2023Empire Life Investments Inc.32,100$472K0.0%-9.3%0.743%
4/28/2023Avantax Advisory Services Inc.75,025$1.11M0.0%-2.8%1.737%
4/28/2023Ameritas Advisory Services LLC2,155$32K0.0%N/A0.050%
4/28/2023Janney Montgomery Scott LLC15,680$231K0.0%N/A0.363%
4/27/2023Benjamin F. Edwards & Company Inc.34,899$514K0.0%+13.5%0.808%
4/26/2023Adviser Investments LLC12,069$178K0.0%N/A0.279%
4/24/2023Investment Advisory Services Inc. TX ADV73,080$1.08M0.5%-1.0%1.692%
4/21/2023BKA Wealth Consulting Inc.150,861$2.22M0.9%N/A3.492%
4/6/2023Wiley BROS. Aintree Capital LLC19,286$284K0.1%-22.7%0.446%
2/13/2023Atria Wealth Solutions Inc.65,918$835K0.0%+224.6%0.000%
2/10/2023Financial Management Network Inc.132,226$1.66M0.7%+28.7%0.000%
2/9/2023McGlone Suttner Wealth Management Inc.35,872$454K0.1%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.27,674$351K0.0%-12.5%0.000%
2/8/2023Lincoln National Corp42,452$538K0.0%-47.2%0.000%
2/7/2023Commonwealth Equity Services LLC476,218$6.03M0.0%+7.8%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.30,737$389K0.0%+175.0%0.000%
2/2/2023Empire 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%
1/30/2023Annex Advisory Services LLC10,210$129K0.0%-98.4%0.000%
1/10/2023Wiley BROS. Aintree Capital LLC24,957$316K0.2%N/A0.000%
11/21/2022Sunbelt Securities Inc.14,068$180K0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC441,634$5.64M0.0%+72.8%0.000%
11/10/2022Sigma Planning Corp11,217$143K0.0%N/A0.000%
11/4/2022Lincoln National Corp80,355$1.03M0.0%-2.2%0.000%
11/3/2022Financial Management Network Inc.102,752$1.40M0.7%+24.9%0.000%
11/2/2022Avantax 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%
10/27/2022Investment Advisory Services Inc. TX ADV71,050$907K0.5%+53.9%0.000%
10/27/2022CWM LLC7,995$102K0.0%-13.7%0.000%
10/24/2022Annex Advisory Services LLC648,784$8.28M0.6%+11.2%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.31,640$404K0.0%N/A0.000%
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8/15/2022Investment Advisory Services Inc. TX ADV46,157$600K0.3%N/A0.000%
8/11/2022Cetera Advisor Networks LLC22,175$288K0.0%N/A0.000%
8/3/2022Empire Life Investments Inc.35,700$464K0.0%N/A0.000%
8/2/2022Avantax Advisory Services Inc.63,806$829K0.0%+10.5%0.000%
8/2/2022Lincoln National Corp82,147$1.07M0.0%+16.7%0.000%
7/27/2022Annex Advisory Services LLC583,292$7.58M0.5%N/A0.000%
7/19/2022Commonwealth Equity Services LLC255,576$3.32M0.0%+22.4%0.000%
7/11/2022Financial Management Network Inc.82,259$1.08M0.6%+94.0%0.000%
5/11/2022Schwarz 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%
(Data available from 1/1/2016 forward)

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FGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FGRO shares?

During the previous two years, 31 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 24 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), BKA Wealth Consulting Inc. ($301.72K), Commonwealth Equity Services LLC ($277.35K), Cambridge Investment Research Advisors Inc. ($101.34K), Cetera Investment Advisers ($94.16K), Atria Wealth Solutions Inc. ($71.24K), and Avantax Advisory Services Inc. ($41.26K).

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

Institutional investors have bought a total of 1,666,690 shares in the last 24 months. This purchase volume represents approximately $30.58M 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: RWA Wealth Partners LLC ($22.35K), Cambridge Investment Research Advisors Inc. ($12.63K), Benjamin F. Edwards & Company Inc. ($12.03K), RFG Advisory LLC ($9.88K), Wiley BROS. Aintree Capital LLC ($6.69K), Marshall Wace LLP ($4.94K), and Cetera Advisor Networks LLC ($4.24K).

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

Institutional investors have sold a total of 87,786 shares in the last 24 months. This volume of shares sold represents approximately $1.76M in transactions.


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This page (BATS:FGRO) was last updated on 4/4/2025 by MarketBeat.com Staff
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