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Elm3 Financial Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Elm3 Financial Group’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
Q1 		$466K Buy
9,081
+20
+0.2% +$1.07K 0.39% 66
2025
Q4 		$484K Buy
9,061
+571
+7% +$30.1K 0.4% 67
2025
Q3 		$442K Sell
8,490
-68
-0.8% -$3.44K 0.36% 71
2025
Q2 		$418K Buy
8,558
+1
+0% +$45 0.35% 71
2025
Q1 		$372K Buy
8,557
+1,720
+25% +$79.2K 0.33% 68
2024
Q4 		$314K Buy
+6,837
New +$319K 0.27% 68

Other funds holding FFLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Elm3 Financial Group's FFLC Position: Q1 2026 in Review

Elm3 Financial Group increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 0.22% in Q1 2026, buying an estimated $1.07K and bringing the position to 9,081 shares worth $466K. The position accounts for 0.39% of the portfolio, ranked #66.

Elm3 Financial Group first reported a position in FFLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q4 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Elm3 Financial Group held 9,081 shares of Fidelity Fundamental Large Cap Core ETF worth $466K as of Q1 2026.
  • Elm3 Financial Group bought 20 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $1.07K.
  • Fidelity Fundamental Large Cap Core ETF made up 0.39% of Elm3 Financial Group's portfolio in Q1 2026, its #66 holding.
  • Elm3 Financial Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Fidelity Fundamental Large Cap Core ETF position peaked at $484K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.