LPL Financial
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LPL Financial’s Fidelity Corporate Bond ETF FCOR Stock Holding History

LPL Financial’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
2026
Q1 		$3.46M Buy
73,473
+8,000
+12% +$383K ﹤0.01% 2967
2025
Q4 		$3.13M Buy
65,473
+26,647
+69% +$1.28M ﹤0.01% 2968
2025
Q3 		$1.86M Buy
38,826
+7,476
+24% +$356K ﹤0.01% 3386
2025
Q2 		$1.48M Buy
31,350
+6,894
+28% +$321K ﹤0.01% 3393
2025
Q1 		$1.15M Buy
24,456
+5,322
+28% +$248K ﹤0.01% 3437
2024
Q4 		$887K Sell
19,134
-86,328
-82% -$4.08M ﹤0.01% 3595
2024
Q3 		$5.1M Buy
105,462
+15,313
+17% +$728K ﹤0.01% 1974
2024
Q2 		$4.15M Buy
90,149
+7,291
+9% +$335K ﹤0.01% 2008
2024
Q1 		$3.85M Sell
82,858
-6,108
-7% -$283K ﹤0.01% 1985
2023
Q4 		$4.18M Sell
88,966
-2,973
-3% -$133K ﹤0.01% 1804
2023
Q3 		$4.02M Sell
91,939
-1,219
-1% -$54.8K ﹤0.01% 1723
2023
Q2 		$4.26M Sell
93,158
-492
-0.5% -$22.5K ﹤0.01% 1668
2023
Q1 		$4.32M Sell
93,650
-36,649
-28% -$1.68M ﹤0.01% 1603
2022
Q4 		$5.84M Sell
130,299
-7,512
-5% -$334K 0.01% 1357
2022
Q3 		$6.04M Buy
137,811
+5,966
+5% +$277K 0.01% 1250
2022
Q2 		$6.12M Buy
131,845
+27,284
+26% +$1.3M 0.01% 1254
2022
Q1 		$5.29M Buy
104,561
+31,467
+43% +$1.64M ﹤0.01% 1400
2021
Q4 		$4.02M Buy
73,094
+4,646
+7% +$257K ﹤0.01% 1594
2021
Q3 		$3.79M Buy
68,448
+17,419
+34% +$978K ﹤0.01% 1577
2021
Q2 		$2.84M Buy
51,029
+4,086
+9% +$225K ﹤0.01% 1717
2021
Q1 		$2.54M Buy
46,943
+4,732
+11% +$263K ﹤0.01% 1669
2020
Q4 		$2.42M Buy
42,211
+8,892
+27% +$502K ﹤0.01% 1552
2020
Q3 		$1.86M Buy
33,319
+21,594
+184% +$1.22M ﹤0.01% 1506
2020
Q2 		$650K Buy
11,725
+4,132
+54% +$221K ﹤0.01% 2161
2020
Q1 		$380K Buy
7,593
+1,160
+18% +$61.3K ﹤0.01% 2299
2019
Q4 		$341K Buy
6,433
+40
+0.6% +$2.12K ﹤0.01% 2682
2019
Q3 		$339K Buy
6,393
+267
+4% +$14K ﹤0.01% 2574
2019
Q2 		$317K Buy
6,126
+1,496
+32% +$75.6K ﹤0.01% 2656
2019
Q1 		$232K Buy
+4,630
New +$226K ﹤0.01% 2836
2018
Q1 		– Sell
-3,954
Closed -$201K – 3212
2017
Q4 		$201K Buy
+3,954
New +$201K ﹤0.01% 2819

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return

LPL Financial's FCOR Position: Q1 2026 in Review

LPL Financial increased its Fidelity Corporate Bond ETF (FCOR) stake by 12% in Q1 2026, buying an estimated $383K and bringing the position to 73,473 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

LPL Financial first reported a position in FCOR in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.12M in Q2 2022. 70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

  • LPL Financial held 73,473 shares of Fidelity Corporate Bond ETF worth $3.46M as of Q1 2026.
  • LPL Financial bought 8,000 Fidelity Corporate Bond ETF shares in Q1 2026, an estimated $383K.
  • Fidelity Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2967 holding.
  • LPL Financial first reported a position in Fidelity Corporate Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • LPL Financial's Fidelity Corporate Bond ETF position peaked at $6.12M in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.