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EP Wealth Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-2,600
Closed -$109K – 893
2024
Q1 		$109K Buy
+2,600
New +$101K ﹤0.01% 804

Other funds holding FFLC

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
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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

EP Wealth Advisors's FFLC Position: Q2 2024 in Review

EP Wealth Advisors sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2024, closing a stake of 2,600 shares — an estimated $109K sold.

EP Wealth Advisors first reported a position in FFLC in Q1 2024 and held it in 1 quarter. The position peaked at $109K in Q1 2024. 37 funds tracked by Wall St. Rank hold FFLC as of Q2 2024.

  • EP Wealth Advisors reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 2,600 Fidelity Fundamental Large Cap Core ETF shares in Q2 2024, an estimated $109K.
  • EP Wealth Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $109K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.