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 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

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

Triad Wealth Partners's FFLC Position: Q2 2026 in Review

Triad Wealth Partners increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 219% in Q2 2026, buying an estimated $1.88M and bringing the position to 47,921 shares worth $2.87M. The position accounts for 0.17% of the portfolio, ranked #91.

Triad Wealth Partners first reported a position in FFLC in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Triad Wealth Partners held 47,921 shares of Fidelity Fundamental Large Cap Core ETF worth $2.87M as of Q2 2026.
Triad Wealth Partners bought 32,922 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $1.88M.
Fidelity Fundamental Large Cap Core ETF made up 0.17% of Triad Wealth Partners's portfolio in Q2 2026, its #91 holding.
Triad Wealth Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.