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Concurrent Investment Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Concurrent Investment 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
2026
Q2 		– Sell
-126,263
Closed -$6.48M – 2224
2026
Q1 		$6.48M Sell
126,263
-930
-0.7% -$49.9K 0.07% 296
2025
Q4 		$6.79M Buy
127,193
+25
+0% +$1.32K 0.08% 269
2025
Q3 		$6.62M Sell
127,168
-617
-0.5% -$31.2K 0.11% 190
2025
Q2 		$6.24M Sell
127,785
-198
-0.2% -$8.86K 0.12% 181
2025
Q1 		$5.57M Buy
127,983
+70,275
+122% +$3.24M 0.14% 162
2024
Q4 		$2.65M Buy
57,708
+40,947
+244% +$1.91M 0.07% 263
2024
Q3 		$765K Buy
16,761
+2,425
+17% +$106K 0.02% 528
2024
Q2 		$623K Buy
+14,336
New +$602K 0.02% 535

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

Concurrent Investment Advisors's FFLC Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026, closing a stake of 126,263 shares — an estimated $6.48M sold.

Concurrent Investment Advisors first reported a position in FFLC in Q2 2024 and held it in 8 quarters. The position peaked at $6.79M in Q4 2025. 39 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 126,263 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $6.48M.
  • Concurrent Investment Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q2 2024 and held it in 8 quarters.
  • Concurrent Investment Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $6.79M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.