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

Root Financial Partners’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 		$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

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

Root Financial Partners's FFLC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q1 2026: 2,500 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FFLC as recently as Q3 2025.

Root Financial Partners first reported a position in FFLC in Q3 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Root Financial Partners held 2,500 shares of Fidelity Fundamental Large Cap Core ETF worth $128K as of Q1 2026.
  • Fidelity Fundamental Large Cap Core ETF was a new Root Financial Partners position in Q1 2026.
  • Fidelity Fundamental Large Cap Core ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #475 holding.
  • Root Financial Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.