BFG
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Berger Financial Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Berger Financial 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 		$224K Buy
+3,797
New +$217K 0.01% 441
2026
Q1 		– Sell
-3,784
Closed -$202K – 505
2025
Q4 		$202K Buy
+3,784
New +$199K 0.01% 452

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

Berger Financial Group's FFLC Position: Q2 2026 in Review

Berger Financial Group opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026: 3,797 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in FFLC as recently as Q4 2025.

Berger Financial Group first reported a position in FFLC in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Berger Financial Group held 3,797 shares of Fidelity Fundamental Large Cap Core ETF worth $224K as of Q2 2026.
  • Fidelity Fundamental Large Cap Core ETF was a new Berger Financial Group position in Q2 2026.
  • Fidelity Fundamental Large Cap Core ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #441 holding.
  • Berger Financial Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2025 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 Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.