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Atria Investments’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Atria Investments’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
Q3 		– Sell
-125,344
Closed -$6.12M – 2165
2025
Q2 		$6.12M Sell
125,344
-131,420
-51% -$5.88M 0.07% 316
2025
Q1 		$11.2M Sell
256,764
-17,322
-6% -$798K 0.14% 164
2024
Q4 		$12.6M Buy
274,086
+258,089
+1,613% +$12M 0.16% 142
2024
Q3 		$730K Buy
+15,997
New +$702K 0.01% 1139

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Atria Investments's FFLC Position: Q3 2025 in Review

Atria Investments sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q3 2025, closing a stake of 125,344 shares — an estimated $6.12M sold.

Atria Investments first reported a position in FFLC in Q3 2024 and held it in 4 quarters. The position peaked at $12.6M in Q4 2024. 90 funds tracked by Wall St. Rank hold FFLC as of Q3 2025.

  • Atria Investments reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 125,344 Fidelity Fundamental Large Cap Core ETF shares in Q3 2025, an estimated $6.12M.
  • Atria Investments first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2024 and held it in 4 quarters.
  • Atria Investments's Fidelity Fundamental Large Cap Core ETF position peaked at $12.6M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.