Envision Financial Transparency’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Envision Financial Transparency’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	$3.26M	Buy	+63,611	New	+$3.41M	3.17%	7

Other funds holding FFLC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Envision Financial Transparency's FFLC Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q1 2026: 63,611 shares worth $3.26M. The stake represents 3.17% of the portfolio and ranks #7 among its holdings.

109 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

Envision Financial Transparency held 63,611 shares of Fidelity Fundamental Large Cap Core ETF worth $3.26M as of Q1 2026.
Fidelity Fundamental Large Cap Core ETF was a new Envision Financial Transparency position in Q1 2026.
Fidelity Fundamental Large Cap Core ETF made up 3.17% of Envision Financial Transparency's portfolio in Q1 2026, its #7 holding.
109 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.