Avantax Advisory Services’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Avantax Advisory Services’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	$433K	Buy	8,857 +1,356	+18%	+$60.7K	﹤0.01%	1672
2025 Q1	$326K	Buy	7,501 +1,823	+32%	+$84K	﹤0.01%	1776
2024 Q4	$261K	Buy	+5,678	New	+$265K	﹤0.01%	1878
2022 Q3	–	Sell	-12,058	Closed	-$323K	–	1392
2022 Q2	$323K	Buy	12,058 +3,107	+35%	+$90.2K	﹤0.01%	978
2022 Q1	$270K	Buy	+8,951	New	+$267K	﹤0.01%	1053

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

Avantax Advisory Services's FFLC Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 18% in Q2 2025, buying an estimated $60.7K and bringing the position to 8,857 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Avantax Advisory Services first reported a position in FFLC in Q1 2022 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold FFLC as of Q2 2025.

Avantax Advisory Services held 8,857 shares of Fidelity Fundamental Large Cap Core ETF worth $433K as of Q2 2025.
Avantax Advisory Services bought 1,356 Fidelity Fundamental Large Cap Core ETF shares in Q2 2025, an estimated $60.7K.
Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1672 holding.
Avantax Advisory Services first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2022 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.