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Marshall Financial Group (Maryland)’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Marshall Financial Group (Maryland)’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 		$391K Sell
8,306
-4,194
-34% -$201K 0.06% 218
2025
Q4 		$598K Sell
12,500
-598
-5% -$28.8K 0.12% 188
2025
Q3 		$629K Sell
13,098
-1,466
-10% -$69.7K 0.12% 175
2025
Q2 		$685K Sell
14,564
-1,930
-12% -$89.9K 0.13% 170
2025
Q1 		$775K Sell
16,494
-225
-1% -$10.5K 0.17% 143
2024
Q4 		$775K Sell
16,719
-171
-1% -$8.07K 0.19% 135
2024
Q3 		$816K Buy
+16,890
New +$803K 0.2% 137

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

Marshall Financial Group (Maryland)'s FCOR Position: Q1 2026 in Review

Marshall Financial Group (Maryland) reduced its Fidelity Corporate Bond ETF (FCOR) stake by 34% in Q1 2026, selling an estimated $201K and leaving 8,306 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #218.

Marshall Financial Group (Maryland) first reported a position in FCOR in Q3 2024 and has held it in 7 quarters since. The position peaked at $816K in Q3 2024. 70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

  • Marshall Financial Group (Maryland) held 8,306 shares of Fidelity Corporate Bond ETF worth $391K as of Q1 2026.
  • Marshall Financial Group (Maryland) sold 4,194 Fidelity Corporate Bond ETF shares in Q1 2026, an estimated $201K.
  • Fidelity Corporate Bond ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #218 holding.
  • Marshall Financial Group (Maryland) first reported a position in Fidelity Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Marshall Financial Group (Maryland)'s Fidelity Corporate Bond ETF position peaked at $816K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.