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Integrated Wealth Concepts’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Integrated Wealth Concepts’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 		$517K Buy
8,781
+17
+0.2% +$972 ﹤0.01% 1759
2026
Q1 		$449K Buy
+8,764
New +$470K ﹤0.01% 1605
2025
Q4 		– Sell
-8,296
Closed -$432K – 2064
2025
Q3 		$432K Buy
8,296
+589
+8% +$29.8K ﹤0.01% 1437
2025
Q2 		$377K Sell
7,707
-623
-7% -$27.9K ﹤0.01% 1430
2025
Q1 		$362K Buy
8,330
+804
+11% +$37K ﹤0.01% 1304
2024
Q4 		$345K Buy
+7,526
New +$351K ﹤0.01% 1298

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
NG
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
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Integrated Wealth Concepts's FFLC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 0.19% in Q2 2026, buying an estimated $972 and bringing the position to 8,781 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Integrated Wealth Concepts first reported a position in FFLC in Q4 2024 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Integrated Wealth Concepts held 8,781 shares of Fidelity Fundamental Large Cap Core ETF worth $517K as of Q2 2026.
  • Integrated Wealth Concepts bought 17 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $972.
  • Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1759 holding.
  • Integrated Wealth Concepts first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.