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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Root Financial Partners's FFLC Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026, closing a stake of 2,500 shares — an estimated $128K sold.

Root Financial Partners first reported a position in FFLC in Q3 2025 and held it in 2 quarters. The position peaked at $128K in Q1 2026. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Root Financial Partners reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,500 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $128K.
Root Financial Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Fidelity Fundamental Large Cap Core ETF position peaked at $128K in Q1 2026.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.