Steward Partners Investment Advisory’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Steward Partners Investment Advisory’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	$36.8K	Hold	625	–	–	﹤0.01%	3119
2026 Q1	$32.1K	Hold	625	–	–	﹤0.01%	3015
2025 Q4	$33.4K	Buy	625 +495	+381%	+$26.1K	﹤0.01%	2895
2025 Q3	$6.76K	Hold	130	–	–	﹤0.01%	3555
2025 Q2	$6.35K	Hold	130	–	–	﹤0.01%	3396
2025 Q1	$5.66K	Hold	130	–	–	﹤0.01%	3340
2024 Q4	$5.97K	Hold	130	–	–	﹤0.01%	3303
2024 Q3	$5.94K	Hold	130	–	–	﹤0.01%	3130
2024 Q2	$5.65K	Hold	130	–	–	﹤0.01%	3002
2024 Q1	$5.43K	Hold	130	–	–	﹤0.01%	3015
2023 Q4	$4.71K	Hold	130	–	–	﹤0.01%	2982
2023 Q3	$4.22K	Hold	130	–	–	﹤0.01%	2882
2023 Q2	$4.35K	Hold	130	–	–	﹤0.01%	2829
2023 Q1	$4K	Hold	130	–	–	﹤0.01%	2848
2022 Q4	$3.79K	Hold	130	–	–	﹤0.01%	2864
2022 Q3	$3K	Buy	+130	New	+$3.67K	﹤0.01%	2979

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

Steward Partners Investment Advisory's FFLC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Fidelity Fundamental Large Cap Core ETF (FFLC) position steady in Q2 2026 at 625 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Steward Partners Investment Advisory first reported a position in FFLC in Q3 2022 and has held it in 16 quarters since. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Steward Partners Investment Advisory held 625 shares of Fidelity Fundamental Large Cap Core ETF worth $36.8K as of Q2 2026.
Steward Partners Investment Advisory left its Fidelity Fundamental Large Cap Core ETF share count unchanged in Q2 2026.
Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3119 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2022 and has held it in 16 quarters since.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.