Socha Financial Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Socha Financial Group’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	$30.1M	Sell	586,099 -7,309	-1%	-$392K	15.25%	3
2025 Q4	$31.7M	Sell	593,408 -325,737	-35%	-$17.2M	15.45%	3
2025 Q3	$47.8M	Sell	919,145 -25,171	-3%	-$1.27M	20.21%	3
2025 Q2	$46.1M	Sell	944,316 -232,203	-20%	-$10.4M	20.54%	3
2025 Q1	$51.2M	Buy	1,176,519 +138,992	+13%	+$6.4M	25.01%	2
2024 Q4	$47.6M	Buy	+1,037,527	New	+$48.4M	22.32%	3

Other funds holding FFLC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Socha Financial Group's FFLC Position: Q1 2026 in Review

Socha Financial Group reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 1.2% in Q1 2026, selling an estimated $392K and leaving 586,099 shares worth $30.1M. The position accounts for 15.25% of the portfolio, ranked #3.

Socha Financial Group first reported a position in FFLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.2M in Q1 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

Socha Financial Group held 586,099 shares of Fidelity Fundamental Large Cap Core ETF worth $30.1M as of Q1 2026.
Socha Financial Group sold 7,309 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $392K.
Fidelity Fundamental Large Cap Core ETF made up 15.25% of Socha Financial Group's portfolio in Q1 2026, its #3 holding.
Socha Financial Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
Socha Financial Group's Fidelity Fundamental Large Cap Core ETF position peaked at $51.2M in Q1 2025.
107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Socha Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.