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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
Q2 		– Sell
-63,611
Closed -$3.26M – 91
2026
Q1 		$3.26M Buy
+63,611
New +$3.41M 3.17% 7

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 20.84% 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 22.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Envision Financial Transparency's FFLC Position: Q2 2026 in Review

Envision Financial Transparency sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026, closing a stake of 63,611 shares — an estimated $3.26M sold.

Envision Financial Transparency first reported a position in FFLC in Q1 2026 and held it in 1 quarter. The position peaked at $3.26M in Q1 2026. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Envision Financial Transparency reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 63,611 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $3.26M.
  • Envision Financial Transparency first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's Fidelity Fundamental Large Cap Core ETF position peaked at $3.26M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.