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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.01M Buy
50,909
+2,988
+6% +$178K 0.17% 85
2026
Q2
$2.87M Buy
47,921
+32,922
+219% +$1.88M 0.17% 91
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

Triad Wealth Partners's FFLC Position: Q3 2026 in Review

Triad Wealth Partners increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 6.2% in Q3 2026, buying an estimated $178K and bringing the position to 50,909 shares worth $3.01M. The position accounts for 0.17% of the portfolio, ranked #85.

Triad Wealth Partners first reported a position in FFLC in Q3 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold FFLC as of Q3 2026.

  • Triad Wealth Partners held 50,909 shares of Fidelity Fundamental Large Cap Core ETF worth $3.01M as of Q3 2026.
  • Triad Wealth Partners bought 2,988 Fidelity Fundamental Large Cap Core ETF shares in Q3 2026, an estimated $178K.
  • Fidelity Fundamental Large Cap Core ETF made up 0.17% of Triad Wealth Partners's portfolio in Q3 2026, its #85 holding.
  • Triad Wealth Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 5 quarters since.
  • 35 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.