Creative Planning
FFLC icon

Creative Planning’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Creative Planning’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
Q3 		– Sell
-6,442
Closed -$280K – 3334
2024
Q2 		$280K Buy
+6,442
New +$270K ﹤0.01% 2411

Other funds holding FFLC

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Creative Planning's FFLC Position: Q3 2024 in Review

Creative Planning sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q3 2024, closing a stake of 6,442 shares — an estimated $280K sold.

Creative Planning first reported a position in FFLC in Q2 2024 and held it in 1 quarter. The position peaked at $280K in Q2 2024. 51 funds tracked by Wall St. Rank hold FFLC as of Q3 2024.

  • Creative Planning reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 6,442 Fidelity Fundamental Large Cap Core ETF shares in Q3 2024, an estimated $280K.
  • Creative Planning first reported a position in Fidelity Fundamental Large Cap Core ETF in Q2 2024 and held it in 1 quarter.
  • Creative Planning's Fidelity Fundamental Large Cap Core ETF position peaked at $280K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.