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

Flagship 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
2026 Q1	$903K	Sell	18,483 -3,637	-16%	-$195K	0.39%	45
2025 Q4	$1.18M	Buy	22,120 +267	+1%	+$14.1K	0.34%	46
2025 Q3	$1.14M	Sell	21,853 -436	-2%	-$22K	0.37%	49
2025 Q2	$1.09M	Buy	22,289 +8,522	+62%	+$381K	0.41%	42
2025 Q1	$599K	Buy	+13,767	New	+$634K	0.25%	58

Other funds holding FFLC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SFG

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

Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return

KAS

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

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

PWP

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

Flagship Wealth Advisors's FFLC Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 16% in Q1 2026, selling an estimated $195K and leaving 18,483 shares worth $903K. The position accounts for 0.39% of the portfolio, ranked #45.

Flagship Wealth Advisors first reported a position in FFLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

Flagship Wealth Advisors held 18,483 shares of Fidelity Fundamental Large Cap Core ETF worth $903K as of Q1 2026.
Flagship Wealth Advisors sold 3,637 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $195K.
Fidelity Fundamental Large Cap Core ETF made up 0.39% of Flagship Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Flagship Wealth Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
Flagship Wealth Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $1.18M in Q4 2025.
107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.