NATIONS FINANCIAL GROUP INC, /IA/ /ADV FFLC β€” FIDELITY FUNDAMENTAL LARGE CAP CORE ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  Β·  6 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FIDELITY FUNDAMENTAL LARGE CAP CORE ETF (FFLC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q1. The latest visible filing shows FFLC at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FFLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in FIDELITY FUNDAMENTAL LARGE CAP CORE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FFLC was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FFLC stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held FFLC β€” position size vs. price
% of Fund (quarterly)    FFLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 135,846 +1,505 +1.1% 0.36% $7.0M 2026-04-15 $55.68
2025 Q4 REDUCED β€” β€” β€” 134,341 -2,473 -1.8% 0.38% $7.2M 2026-01-26 $54.56
2025 Q3 REDUCED β€” β€” β€” 136,814 -3,920 -2.8% 0.44% $7.1M 2025-10-28 $53.30
2025 Q2 REDUCED β€” β€” β€” 140,734 -4,327 -3.0% 0.47% $6.9M 2025-08-11 $49.94
2025 Q1 ADDED β€” β€” β€” 145,061 +11,371 +8.5% 0.48% $6.3M 2025-05-13 $45.42
2024 Q4 INITIATED β€” β€” β€” 133,690 β€” β€” 0.45% $6.1M 2025-01-30 $46.78

🏒 Other funds also holding FFLC

As of 2026 Q1 β€” sorted by position size

Socha Financial Group, LLC 3Y 15.25% Dedeker Financial LLC 5.31% Fiduciary Planning LLC 3Y 4.16% Prasad Wealth Partners, LLC 3.65% Tactive Advisors, LLC 3.44% NOVEM GROUP 2.67% CORE WEALTH ADVISORS, LLC 2.24% Onyx Bridge Wealth Group LLC 3Y 0.77% New Covenant Trust Company, N.A. 0.55% Elm3 Financial Group, LLC 0.39%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and FFLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning FFLC?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FFLC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FFLC position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for FFLC was 0.48% in 2025 Q1.

What is the latest reported FFLC position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 135,846 shares, equal to 0.36% of portfolio, with an estimated market value of $7.0M.

What does the chart on this FFLC ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly FFLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their FFLC position?

Based on 13F filing dates vs. subsequent FFLC price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FFLC relative to SPY over the holding period was +1.2%.

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