FFN
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Focus Financial Network’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Focus Financial Network’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
2021
Q4 		– Sell
-5,249
Closed -$291K – 387
2021
Q3 		$291K Buy
5,249
+587
+13% +$33K 0.04% 344
2021
Q2 		$260K Buy
+4,662
New +$256K 0.03% 359

Other funds holding FCOR

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Financial Network's FCOR Position: Q4 2021 in Review

Focus Financial Network sold out of Fidelity Corporate Bond ETF (FCOR) in Q4 2021, closing a stake of 5,249 shares — an estimated $291K sold.

Focus Financial Network first reported a position in FCOR in Q2 2021 and held it in 2 quarters. The position peaked at $291K in Q3 2021. 46 funds tracked by Wall St. Rank hold FCOR as of Q4 2021.

  • Focus Financial Network reported no remaining Fidelity Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Focus Financial Network sold 5,249 Fidelity Corporate Bond ETF shares in Q4 2021, an estimated $291K.
  • Focus Financial Network first reported a position in Fidelity Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Focus Financial Network's Fidelity Corporate Bond ETF position peaked at $291K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q4 2021.

Based on Focus Financial Network's 13F filing for Q4 2021, filed 24 Jul 2024.