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B. Riley Wealth Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$210K Buy
4,567
+3
+0.1% +$140 0.01% 1024
2024
Q3 		$208K Buy
+4,564
New +$200K 0.01% 1121

Other funds holding FFLC

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

B. Riley Wealth Advisors's FFLC Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 0.07% in Q4 2024, buying an estimated $140 and bringing the position to 4,567 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1024.

B. Riley Wealth Advisors first reported a position in FFLC in Q3 2024 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold FFLC as of Q4 2024.

  • B. Riley Wealth Advisors held 4,567 shares of Fidelity Fundamental Large Cap Core ETF worth $210K as of Q4 2024.
  • B. Riley Wealth Advisors bought 3 Fidelity Fundamental Large Cap Core ETF shares in Q4 2024, an estimated $140.
  • Fidelity Fundamental Large Cap Core ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1024 holding.
  • B. Riley Wealth Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2024 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.