Fiduciary Planning’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Fiduciary Planning’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 Q3	$17M	Buy	287,766 +5,893	+2%	+$350K	4.37%	9
2026 Q2	$16.6M	Buy	281,873 +13,254	+5%	+$758K	4.34%	9
2026 Q1	$13.8M	Buy	268,619 +16,601	+7%	+$891K	4.16%	9
2025 Q4	$13.4M	Buy	252,018 +7,196	+3%	+$379K	4.08%	9
2025 Q3	$12.7M	Buy	244,822 +21,516	+10%	+$1.09M	3.89%	9
2025 Q2	$10.9M	Sell	223,306 -8,124	-4%	-$363K	3.61%	9
2025 Q1	$10.1M	Buy	231,430 +23,415	+11%	+$1.08M	3.32%	8
2024 Q4	$9.55M	Buy	208,015 +28,229	+16%	+$1.32M	3.1%	10
2024 Q3	$8.21M	Buy	179,786 +17,983	+11%	+$789K	2.79%	11
2024 Q2	$7.04M	Buy	+161,803	New	+$6.79M	2.52%	10

Other funds holding FFLC

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAS

Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return

NCTC

New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning's FFLC Position: Q3 2026 in Review

Fiduciary Planning increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 2.1% in Q3 2026, buying an estimated $350K and bringing the position to 287,766 shares worth $17M. The position accounts for 4.37% of the portfolio, ranked #9.

Fiduciary Planning first reported a position in FFLC in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold FFLC as of Q3 2026.

Fiduciary Planning held 287,766 shares of Fidelity Fundamental Large Cap Core ETF worth $17M as of Q3 2026.
Fiduciary Planning bought 5,893 Fidelity Fundamental Large Cap Core ETF shares in Q3 2026, an estimated $350K.
Fidelity Fundamental Large Cap Core ETF made up 4.37% of Fiduciary Planning's portfolio in Q3 2026, its #9 holding.
Fiduciary Planning first reported a position in Fidelity Fundamental Large Cap Core ETF in Q2 2024 and has held it in 10 quarters since.
14 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.