Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Avidian Wealth Enterprises’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
2024
Q2 		– Sell
-16,034
Closed -$669K – 524
2024
Q1 		$669K Sell
16,034
-141,080
-90% -$5.46M 0.03% 217
2023
Q4 		$5.69M Buy
+157,114
New +$5.32M 0.35% 59

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Kestra Advisory Services
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FP
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Kovack Advisors
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Envestnet Asset Management
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MML Investors Services
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Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Harbour Investments
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Avidian Wealth Enterprises's FFLC Position: Q2 2024 in Review

Avidian Wealth Enterprises sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2024, closing a stake of 16,034 shares — an estimated $669K sold.

Avidian Wealth Enterprises first reported a position in FFLC in Q4 2023 and held it in 2 quarters. The position peaked at $5.69M in Q4 2023. 37 funds tracked by Wall St. Rank hold FFLC as of Q2 2024.

  • Avidian Wealth Enterprises reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,034 Fidelity Fundamental Large Cap Core ETF shares in Q2 2024, an estimated $669K.
  • Avidian Wealth Enterprises first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2023 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Fidelity Fundamental Large Cap Core ETF position peaked at $5.69M in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2024, filed 6 Aug 2024.