Atlas Private Wealth Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Atlas Private Wealth Advisors’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
2026 Q1	$703K	Buy	13,705 +4,405	+47%	+$236K	0.17%	71
2025 Q4	$496K	Buy	9,300 +2,440	+36%	+$129K	0.12%	82
2025 Q3	$357K	Buy	+6,860	New	+$347K	0.09%	105

Other funds holding FFLC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Atlas Private Wealth Advisors's FFLC Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 47% in Q1 2026, buying an estimated $236K and bringing the position to 13,705 shares worth $703K. The position accounts for 0.17% of the portfolio, ranked #71.

Atlas Private Wealth Advisors first reported a position in FFLC in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

Atlas Private Wealth Advisors held 13,705 shares of Fidelity Fundamental Large Cap Core ETF worth $703K as of Q1 2026.
Atlas Private Wealth Advisors bought 4,405 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $236K.
Fidelity Fundamental Large Cap Core ETF made up 0.17% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Atlas Private Wealth Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.