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 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return

Novem Group Rochester, New York $870M AUM 16.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return