RFG Bristol Wealth Advisors LLC Grows Holdings in Fidelity Fundamental Large Cap Core ETF $FFLC

RFG Bristol Wealth Advisors LLC boosted its stake in shares of Fidelity Fundamental Large Cap Core ETF (BATS:FFLC) by 77.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 76,267 shares of the company’s stock after buying an additional 33,171 shares during the period. Fidelity Fundamental Large Cap Core ETF makes up about 1.2% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its 21st largest holding. RFG Bristol Wealth Advisors LLC owned 0.48% of Fidelity Fundamental Large Cap Core ETF worth $3,969,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. PNC Financial Services Group Inc. raised its position in shares of Fidelity Fundamental Large Cap Core ETF by 19.9% in the 2nd quarter. PNC Financial Services Group Inc. now owns 1,810 shares of the company’s stock worth $88,000 after purchasing an additional 300 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in Fidelity Fundamental Large Cap Core ETF during the 2nd quarter valued at about $157,000. CWM LLC raised its holdings in Fidelity Fundamental Large Cap Core ETF by 14.4% in the second quarter. CWM LLC now owns 3,354 shares of the company’s stock worth $164,000 after buying an additional 421 shares during the last quarter. Belpointe Asset Management LLC bought a new position in shares of Fidelity Fundamental Large Cap Core ETF in the first quarter worth approximately $230,000. Finally, Integrated Wealth Concepts LLC boosted its stake in Fidelity Fundamental Large Cap Core ETF by 10.7% during the 1st quarter. Integrated Wealth Concepts LLC now owns 8,330 shares of the company’s stock valued at $362,000 after purchasing an additional 804 shares during the last quarter.

Fidelity Fundamental Large Cap Core ETF Price Performance

FFLC stock opened at $54.10 on Tuesday. Fidelity Fundamental Large Cap Core ETF has a 1-year low of $37.32 and a 1-year high of $50.38. The business has a fifty day moving average price of $52.93 and a 200-day moving average price of $51.47. The stock has a market capitalization of $854.84 million, a P/E ratio of 24.24 and a beta of 0.94.

Fidelity Fundamental Large Cap Core ETF Company Profile

The Fidelity Fundamental Large Cap Core ETF (FFLC) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed core portfolio of large-cap stocks from US and foreign issuers. Stocks are selected based on fundamental factors. FFLC was launched on Jun 3, 2020 and is issued by Fidelity.