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Fidelity Fundamental Large Cap Core ETF (FFLC) Institutional Ownership

$45.52
+0.09 (+0.20%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Large Cap Core ETF (BATS:FFLC)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$36.71M
Number of
Institutional Sellers
(last 12 months)
0
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FFLC Institutional Buying and Selling by Quarter

Fidelity Fundamental Large Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Sigma Planning Corp11,818$540K0.0%N/A0.172%
11/1/2024Atria Investments Inc15,997$730K0.0%N/A0.233%
10/31/2024 Concurrent Investment Advisors LLC16,761$765K0.0%N/A0.244%
10/29/2024 New Covenant Trust Company N.A.35,375$1.61M1.6%N/A0.514%
10/25/2024 MONECO Advisors LLC7,245$331K0.0%N/A0.105%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,101$461K0.1%N/A0.147%
10/24/2024 J.W. Cole Advisors Inc.6,248$285K0.0%N/A0.091%
10/23/2024 Fiduciary Planning LLC179,786$8.21M2.8%N/A2.613%
10/21/2024 Foundations Investment Advisors LLC15,593$712K0.0%N/A0.227%
10/9/2024 Beaumont Financial Advisors LLC509,594$23.27M1.8%N/A7.407%
10/8/2024 CWM LLC1,219$56K0.0%N/A0.018%
(Data available from 1/1/2016 forward)

FFLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FFLC shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Fidelity Fundamental Large Cap Core ETF. The most heavily invested institutionals were Beaumont Financial Advisors LLC ($23.27M), Fiduciary Planning LLC ($8.21M), New Covenant Trust Company N.A. ($1.61M), Concurrent Investment Advisors LLC ($765K), Atria Investments Inc ($730K), Foundations Investment Advisors LLC ($712K), and Sigma Planning Corp ($540K).Learn more on FFLC's institutional investors.

Which institutional investors have been buying Fidelity Fundamental Large Cap Core ETF stock?

Of the 11 institutional investors that purchased Fidelity Fundamental Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beaumont Financial Advisors LLC ($509.59K), Fiduciary Planning LLC ($179.79K), New Covenant Trust Company N.A. ($35.38K), Concurrent Investment Advisors LLC ($16.76K), Atria Investments Inc ($16.00K), Foundations Investment Advisors LLC ($15.59K), and Sigma Planning Corp ($11.82K).

How much institutional buying is happening at Fidelity Fundamental Large Cap Core ETF?

Institutional investors have bought a total of 809,737 shares in the last 24 months. This purchase volume represents approximately $36.71M in transactions.



This page (BATS:FFLC) was last updated on 11/4/2024 by MarketBeat.com Staff
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