Root Financial Partners’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$616K Buy
+10,434
New +$620K 0.02% 192
2026
Q2
– Sell
-2,500
Closed -$128K – 3281
2026
Q1
$128K Buy
+2,500
New +$134K 0.01% 475
2025
Q4
– Sell
-418
Closed -$21.8K – 2539
2025
Q3
$21.8K Buy
+418
New +$21.1K ﹤0.01% 1076

Other funds holding FFLC

Root Financial Partners's FFLC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q3 2026: 10,434 shares worth $616K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FFLC as recently as Q1 2026.

Root Financial Partners first reported a position in FFLC in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold FFLC as of Q3 2026.

  • Root Financial Partners held 10,434 shares of Fidelity Fundamental Large Cap Core ETF worth $616K as of Q3 2026.
  • Fidelity Fundamental Large Cap Core ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Fundamental Large Cap Core ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #192 holding.
  • Root Financial Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.