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Regal Investment Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Regal Investment 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
2026
Q1 		$273K Sell
5,319
-1,389
-21% -$74.5K 0.02% 553
2025
Q4 		$358K Sell
6,708
-17,350
-72% -$914K 0.02% 479
2025
Q3 		$1.25M Buy
+24,058
New +$1.22M 0.08% 225

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 $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
NG
Novem Group Rochester, New York $988M AUM 20.85% 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 $374B AUM 17.66% 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

Regal Investment Advisors's FFLC Position: Q1 2026 in Review

Regal Investment Advisors reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 21% in Q1 2026, selling an estimated $74.5K and leaving 5,319 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #553.

Regal Investment Advisors first reported a position in FFLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q3 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Regal Investment Advisors held 5,319 shares of Fidelity Fundamental Large Cap Core ETF worth $273K as of Q1 2026.
  • Regal Investment Advisors sold 1,389 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $74.5K.
  • Fidelity Fundamental Large Cap Core ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #553 holding.
  • Regal Investment Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • Regal Investment Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $1.25M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.