Jeff Yass’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Jeff Yass’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
2025 Q1	–	Sell	-5,150	Closed	-$236K	–	13621
2024 Q4	$236K	Sell	5,150 -174	-3%	-$8.12K	﹤0.01%	10345
2024 Q3	$243K	Sell	5,324 -6,767	-56%	-$297K	﹤0.01%	10075
2024 Q2	$526K	Sell	12,091 -3,667	-23%	-$154K	﹤0.01%	8150
2024 Q1	$658K	Buy	+15,758	New	+$610K	﹤0.01%	7845
2023 Q3	–	Sell	-19,770	Closed	-$662K	–	13157
2023 Q2	$662K	Buy	+19,770	New	+$623K	﹤0.01%	7659
2023 Q1	–	Sell	-12,245	Closed	-$357K	–	13634
2022 Q4	$357K	Buy	+12,245	New	+$354K	﹤0.01%	8679
2022 Q3	–	Sell	-11,192	Closed	-$300K	–	14270
2022 Q2	$300K	Buy	+11,192	New	+$325K	﹤0.01%	9567
2021 Q4	–	Sell	-13,041	Closed	-$372K	–	14043
2021 Q3	$372K	Buy	13,041 +2,860	+28%	+$83.3K	﹤0.01%	10095
2021 Q2	$297K	Buy	10,181 +1,038	+11%	+$30.1K	﹤0.01%	10791
2021 Q1	$252K	Buy	+9,143	New	+$239K	﹤0.01%	10969

Other funds holding FFLC

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jeff Yass's FFLC Position: Q1 2025 in Review

Jeff Yass sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q1 2025, closing a stake of 5,150 shares — an estimated $236K sold.

Jeff Yass first reported a position in FFLC in Q1 2021 and held it in 10 quarters. The position peaked at $662K in Q2 2023. 81 funds tracked by Wall St. Rank hold FFLC as of Q1 2025.

Jeff Yass reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
Jeff Yass sold 5,150 Fidelity Fundamental Large Cap Core ETF shares in Q1 2025, an estimated $236K.
Jeff Yass first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2021 and held it in 10 quarters.
Jeff Yass's Fidelity Fundamental Large Cap Core ETF position peaked at $662K in Q2 2023.
81 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.