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Triad Wealth Partners’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Triad Wealth Partners’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 		$769K Buy
14,999
+8,629
+135% +$463K 0.06% 204
2025
Q4 		$340K Buy
6,370
+2,322
+57% +$122K 0.03% 352
2025
Q3 		$211K Buy
+4,048
New +$205K 0.03% 360

Other funds holding FFLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
NG
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
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FP
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

Triad Wealth Partners's FFLC Position: Q1 2026 in Review

Triad Wealth Partners increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 135% in Q1 2026, buying an estimated $463K and bringing the position to 14,999 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #204.

Triad Wealth Partners first reported a position in FFLC in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Triad Wealth Partners held 14,999 shares of Fidelity Fundamental Large Cap Core ETF worth $769K as of Q1 2026.
  • Triad Wealth Partners bought 8,629 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $463K.
  • Fidelity Fundamental Large Cap Core ETF made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #204 holding.
  • Triad Wealth Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.