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Plante Moran Financial Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-33
Closed -$1.44K – 872
2025
Q1 		$1.44K Buy
+33
New +$1.52K ﹤0.01% 704

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Plante Moran Financial Advisors's FFLC Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2025, closing a stake of 33 shares — an estimated $1.44K sold.

Plante Moran Financial Advisors first reported a position in FFLC in Q1 2025 and held it in 1 quarter. The position peaked at $1.44K in Q1 2025. 81 funds tracked by Wall St. Rank hold FFLC as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 33 Fidelity Fundamental Large Cap Core ETF shares in Q2 2025, an estimated $1.44K.
  • Plante Moran Financial Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $1.44K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.