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Concord Wealth Partners’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Concord Wealth Partners’s Portfolio FFLG Stock Details FFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$737 – 1070
2023
Q1 		$737 Buy
+50
New +$696 ﹤0.01% 921

Other funds holding FFLG

KAS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Concord Wealth Partners's FFLG Position: Q2 2023 in Review

Concord Wealth Partners sold out of Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q2 2023, closing a stake of 50 shares — an estimated $737 sold.

Concord Wealth Partners first reported a position in FFLG in Q1 2023 and held it in 1 quarter. The position peaked at $737 in Q1 2023. 31 funds tracked by Wall St. Rank hold FFLG as of Q2 2023.

  • Concord Wealth Partners reported no remaining Fidelity Fundamental Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Fidelity Fundamental Large Cap Growth ETF shares in Q2 2023, an estimated $737.
  • Concord Wealth Partners first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Fundamental Large Cap Growth ETF position peaked at $737 in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.