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Blue Trust Inc’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Blue Trust Inc’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 		– Sell
-340
Closed -$14.8K – 3032
2024
Q3 		$14.8K Buy
+340
New +$14.9K ﹤0.01% 2063

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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

Blue Trust Inc's FFLC Position: Q4 2024 in Review

Blue Trust Inc sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q4 2024, closing a stake of 340 shares — an estimated $14.8K sold.

Blue Trust Inc first reported a position in FFLC in Q3 2024 and held it in 1 quarter. The position peaked at $14.8K in Q3 2024. 64 funds tracked by Wall St. Rank hold FFLC as of Q4 2024.

  • Blue Trust Inc reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 340 Fidelity Fundamental Large Cap Core ETF shares in Q4 2024, an estimated $14.8K.
  • Blue Trust Inc first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2024 and held it in 1 quarter.
  • Blue Trust Inc's Fidelity Fundamental Large Cap Core ETF position peaked at $14.8K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.