Smith Shellnut Wilson’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Smith Shellnut Wilson’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	$1.06M	Buy	18,056 +3,849	+27%	+$220K	0.4%	53
2026 Q1	$729K	Sell	14,207 -5,349	-27%	-$287K	0.32%	60
2025 Q4	$1.04M	Buy	+19,556	New	+$1.03M	0.4%	50

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

Smith Shellnut Wilson's FFLC Position: Q2 2026 in Review

Smith Shellnut Wilson increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 27% in Q2 2026, buying an estimated $220K and bringing the position to 18,056 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #53.

Smith Shellnut Wilson first reported a position in FFLC in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Smith Shellnut Wilson held 18,056 shares of Fidelity Fundamental Large Cap Core ETF worth $1.06M as of Q2 2026.
Smith Shellnut Wilson bought 3,849 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $220K.
Fidelity Fundamental Large Cap Core ETF made up 0.4% of Smith Shellnut Wilson's portfolio in Q2 2026, its #53 holding.
Smith Shellnut Wilson first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.