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Onyx Bridge Wealth Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Onyx Bridge Wealth Group’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
Q1 		$7.14M Sell
139,309
-30,365
-18% -$1.63M 0.77% 34
2025
Q4 		$9.05M Sell
169,674
-7,232
-4% -$381K 0.96% 25
2025
Q3 		$9.21M Sell
176,906
-203
-0.1% -$10.3K 1% 25
2025
Q2 		$8.65M Buy
177,109
+24,442
+16% +$1.09M 1.14% 24
2025
Q1 		$6.64M Buy
+152,667
New +$7.03M 0.95% 28

Other funds holding FFLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Onyx Bridge Wealth Group's FFLC Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 18% in Q1 2026, selling an estimated $1.63M and leaving 139,309 shares worth $7.14M. The position accounts for 0.77% of the portfolio, ranked #34.

Onyx Bridge Wealth Group first reported a position in FFLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.21M in Q3 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Onyx Bridge Wealth Group held 139,309 shares of Fidelity Fundamental Large Cap Core ETF worth $7.14M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 30,365 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $1.63M.
  • Fidelity Fundamental Large Cap Core ETF made up 0.77% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #34 holding.
  • Onyx Bridge Wealth Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's Fidelity Fundamental Large Cap Core ETF position peaked at $9.21M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.