AWE
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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

Other funds holding FFLC

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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.