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Principia Wealth Advisory’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Principia Wealth Advisory’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 		– Sell
-930
Closed -$49.6K – 1089
2025
Q4 		$49.6K Sell
930
-100
-10% -$5.27K 0.03% 126
2025
Q3 		$53.6K Sell
1,030
-20
-2% -$1.01K 0.04% 115
2025
Q2 		$51.3K Buy
1,050
+120
+13% +$5.37K 0.04% 109
2025
Q1 		$39.3K Buy
930
+705
+313% +$32.5K 0.04% 92
2024
Q4 		$10.3K Buy
+225
New +$10.5K 0.01% 126

Other funds holding FFLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Principia Wealth Advisory's FFLC Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q1 2026, closing a stake of 930 shares — an estimated $49.6K sold.

Principia Wealth Advisory first reported a position in FFLC in Q4 2024 and held it in 5 quarters. The position peaked at $53.6K in Q3 2025. 109 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 930 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $49.6K.
  • Principia Wealth Advisory first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2024 and held it in 5 quarters.
  • Principia Wealth Advisory's Fidelity Fundamental Large Cap Core ETF position peaked at $53.6K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.