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Barnes Wealth Management Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Barnes Wealth Management Group’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
2026
Q2 		$1.32M Buy
22,491
+2,641
+13% +$151K 0.61% 46
2026
Q1 		$1.02M Buy
+19,850
New +$1.07M 0.52% 53

Other funds holding FFLC

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Barnes Wealth Management Group's FFLC Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 13% in Q2 2026, buying an estimated $151K and bringing the position to 22,491 shares worth $1.32M. The position accounts for 0.61% of the portfolio, ranked #46.

Barnes Wealth Management Group first reported a position in FFLC in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Barnes Wealth Management Group held 22,491 shares of Fidelity Fundamental Large Cap Core ETF worth $1.32M as of Q2 2026.
  • Barnes Wealth Management Group bought 2,641 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $151K.
  • Fidelity Fundamental Large Cap Core ETF made up 0.61% of Barnes Wealth Management Group's portfolio in Q2 2026, its #46 holding.
  • Barnes Wealth Management Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.