SVWAG
FFLC icon

Sound View Wealth Advisors Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Sound View Wealth Advisors 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
Q2 		$245K Buy
+4,161
New +$238K 0.02% 397

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
NG
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
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Sound View Wealth Advisors Group's FFLC Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026: 4,161 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Sound View Wealth Advisors Group held 4,161 shares of Fidelity Fundamental Large Cap Core ETF worth $245K as of Q2 2026.
  • Fidelity Fundamental Large Cap Core ETF was a new Sound View Wealth Advisors Group position in Q2 2026.
  • Fidelity Fundamental Large Cap Core ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #397 holding.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.