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 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

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

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Fiduciary Planning's FFLC Position: Q2 2026 in Review

Fiduciary Planning increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 4.9% in Q2 2026, buying an estimated $758K and bringing the position to 281,873 shares worth $16.6M. The position accounts for 4.34% of the portfolio, ranked #9.

Fiduciary Planning first reported a position in FFLC in Q2 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Fiduciary Planning held 281,873 shares of Fidelity Fundamental Large Cap Core ETF worth $16.6M as of Q2 2026.
Fiduciary Planning bought 13,254 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $758K.
Fidelity Fundamental Large Cap Core ETF made up 4.34% of Fiduciary Planning's portfolio in Q2 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 9 quarters since.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.