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

Atria Wealth Solutions’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 Q2	–	Sell	-166,571	Closed	-$7.25M	–	1944
2025 Q1	$7.25M	Buy	166,571 +16,557	+11%	+$763K	0.09%	243
2024 Q4	$6.88M	Buy	150,014 +44,925	+43%	+$2.1M	0.08%	272
2024 Q3	$4.8M	Buy	105,089 +35,903	+52%	+$1.58M	0.05%	362
2024 Q2	$3.01M	Buy	69,186 +34,189	+98%	+$1.43M	0.03%	489
2024 Q1	$1.46M	Buy	34,997 +2,578	+8%	+$99.8K	0.02%	747
2023 Q4	$1.17M	Buy	+32,419	New	+$1.1M	0.01%	801

Other funds holding FFLC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Atria Wealth Solutions's FFLC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2025, closing a stake of 166,571 shares — an estimated $7.25M sold.

Atria Wealth Solutions first reported a position in FFLC in Q4 2023 and held it in 6 quarters. The position peaked at $7.25M in Q1 2025. 81 funds tracked by Wall St. Rank hold FFLC as of Q2 2025.

Atria Wealth Solutions reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 166,571 Fidelity Fundamental Large Cap Core ETF shares in Q2 2025, an estimated $7.25M.
Atria Wealth Solutions first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's Fidelity Fundamental Large Cap Core ETF position peaked at $7.25M in Q1 2025.
81 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.