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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
2025
Q1 		– Sell
-4,567
Closed -$210K – 1426
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

SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

B. Riley Wealth Advisors's FFLC Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q1 2025, closing a stake of 4,567 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in FFLC in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 81 funds tracked by Wall St. Rank hold FFLC as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,567 Fidelity Fundamental Large Cap Core ETF shares in Q1 2025, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $210K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.