Sigma Planning Corp’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Sigma Planning Corp’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	$417K	Sell	7,075 -95	-1%	-$5.43K	0.01%	1000
2026 Q1	$368K	Sell	7,170 -2,430	-25%	-$130K	0.01%	968
2025 Q4	$512K	Buy	9,600 +1,451	+18%	+$76.4K	0.01%	788
2025 Q3	$424K	Sell	8,149 -157	-2%	-$7.94K	0.01%	885
2025 Q2	$406K	Sell	8,306 -195	-2%	-$8.72K	0.01%	866
2025 Q1	$370K	Sell	8,501 -4,214	-33%	-$194K	0.01%	854
2024 Q4	$583K	Buy	12,715 +897	+8%	+$41.9K	0.02%	679
2024 Q3	$540K	Buy	+11,818	New	+$519K	0.02%	717

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

Sigma Planning Corp's FFLC Position: Q2 2026 in Review

Sigma Planning Corp reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 1.3% in Q2 2026, selling an estimated $5.43K and leaving 7,075 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1000.

Sigma Planning Corp first reported a position in FFLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $583K in Q4 2024. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Sigma Planning Corp held 7,075 shares of Fidelity Fundamental Large Cap Core ETF worth $417K as of Q2 2026.
Sigma Planning Corp sold 95 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $5.43K.
Fidelity Fundamental Large Cap Core ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1000 holding.
Sigma Planning Corp first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2024 and has held it in 8 quarters since.
Sigma Planning Corp's Fidelity Fundamental Large Cap Core ETF position peaked at $583K in Q4 2024.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.