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
2026
Q2 		$269K Buy
+4,558
New +$261K ﹤0.01% 3662
2024
Q3 		– Sell
-6,442
Closed -$280K – 3334
2024
Q2 		$280K Buy
+6,442
New +$270K ﹤0.01% 2411

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

Creative Planning's FFLC Position: Q2 2026 in Review

Creative Planning opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026: 4,558 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #3662 among its holdings. This is a return to the name: Creative Planning previously reported a position in FFLC as recently as Q2 2024.

Creative Planning first reported a position in FFLC in Q2 2024 and has held it in 2 quarters since. The position peaked at $280K in Q2 2024. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Creative Planning held 4,558 shares of Fidelity Fundamental Large Cap Core ETF worth $269K as of Q2 2026.
  • Fidelity Fundamental Large Cap Core ETF was a new Creative Planning position in Q2 2026.
  • Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3662 holding.
  • Creative Planning first reported a position in Fidelity Fundamental Large Cap Core ETF in Q2 2024 and has held it in 2 quarters since.
  • Creative Planning's Fidelity Fundamental Large Cap Core ETF position peaked at $280K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.