EWA
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EverSource Wealth Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

EverSource Wealth Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$928 – 4074
2024
Q4 		$928 Hold
20
– – ﹤0.01% 2994
2024
Q3 		$967 Buy
+20
New +$951 ﹤0.01% 2737

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

EverSource Wealth Advisors's FCOR Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Fidelity Corporate Bond ETF (FCOR) in Q1 2025, closing a stake of 20 shares — an estimated $928 sold.

EverSource Wealth Advisors first reported a position in FCOR in Q3 2024 and held it in 2 quarters. The position peaked at $967 in Q3 2024. 63 funds tracked by Wall St. Rank hold FCOR as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Fidelity Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 20 Fidelity Corporate Bond ETF shares in Q1 2025, an estimated $928.
  • EverSource Wealth Advisors first reported a position in Fidelity Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's Fidelity Corporate Bond ETF position peaked at $967 in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.