AWM
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AE Wealth Management’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

AE Wealth Management’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-108
Closed -$5.63K – 2564
2025
Q3 		$5.63K Buy
+108
New +$5.46K ﹤0.01% 2062

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's FFLC Position: Q4 2025 in Review

AE Wealth Management sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q4 2025, closing a stake of 108 shares — an estimated $5.63K sold.

AE Wealth Management first reported a position in FFLC in Q3 2025 and held it in 1 quarter. The position peaked at $5.63K in Q3 2025. 93 funds tracked by Wall St. Rank hold FFLC as of Q4 2025.

  • AE Wealth Management reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 108 Fidelity Fundamental Large Cap Core ETF shares in Q4 2025, an estimated $5.63K.
  • AE Wealth Management first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and held it in 1 quarter.
  • AE Wealth Management's Fidelity Fundamental Large Cap Core ETF position peaked at $5.63K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.