Foundations Investment Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Foundations Investment 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 Q2	$241K	Sell	4,086 -187	-4%	-$10.7K	﹤0.01%	1067
2026 Q1	$219K	Sell	4,273 -1,217	-22%	-$65.3K	﹤0.01%	1072
2025 Q4	$293K	Sell	5,490 -846	-13%	-$44.6K	﹤0.01%	902
2025 Q3	$330K	Sell	6,336 -425	-6%	-$21.5K	﹤0.01%	814
2025 Q2	$330K	Sell	6,761 -12,070	-64%	-$540K	0.01%	708
2025 Q1	$819K	Buy	18,831 +2,827	+18%	+$130K	0.02%	454
2024 Q4	$734K	Buy	16,004 +411	+3%	+$19.2K	0.01%	463
2024 Q3	$712K	Buy	15,593 +6,251	+67%	+$274K	0.02%	430
2024 Q2	$406K	Buy	+9,342	New	+$392K	0.01%	540

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

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

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

Foundations Investment Advisors's FFLC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 4.4% in Q2 2026, selling an estimated $10.7K and leaving 4,086 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Foundations Investment Advisors first reported a position in FFLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $819K in Q1 2025. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Foundations Investment Advisors held 4,086 shares of Fidelity Fundamental Large Cap Core ETF worth $241K as of Q2 2026.
Foundations Investment Advisors sold 187 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $10.7K.
Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1067 holding.
Foundations Investment Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $819K in Q1 2025.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.