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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity Quality Factor ETF (NYSEARCA:FQAL)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$217.33M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$50.45M
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FQAL Institutional Buying and Selling by Quarter

Fidelity Quality Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Great Lakes Retirement Inc.260,692$15.37M2.3%-2.1%1.676%
5/6/2024 Envestnet Portfolio Solutions Inc.3,434$202K0.0%N/A0.022%
5/2/2024 Almanack Investment Partners LLC.5,287$312K0.1%+20.3%0.034%
4/29/2024Commonwealth Equity Services LLC143,053$8.43M0.0%-35.7%0.954%
4/29/2024 RWA Wealth Partners LLC11,960$705K0.0%-19.4%0.080%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.11,667$688K0.5%-95.5%0.078%
4/25/2024 Smith Chas P & Associates PA Cpas249,806$14.72M0.9%-3.1%1.665%
4/16/2024 Wealth Enhancement Advisory Services LLC11,313$667K0.0%+8.4%0.075%
4/15/2024 Orgel Wealth Management LLC2,034,771$119.93M3.3%N/A13.565%
4/15/2024 Sunbelt Securities Inc.95,859$5.65M0.6%-5.7%0.639%
4/12/2024 Navalign LLC5,632$332K0.1%-31.0%0.089%
4/8/2024 Atlas Brown Inc.6,519$384K0.1%+9.9%0.103%
3/15/2024B. Riley Wealth Advisors Inc.10,986$597K0.0%N/A0.174%
3/1/2024Creekmur Asset Management LLC1,697$92K0.0%N/A0.027%
2/16/2024Hobbs Group Advisors LLC11,956$650K0.3%N/A0.190%
2/14/2024True Wealth Design LLC10,644$578K0.2%-16.8%0.169%
2/14/2024Prudential PLC15,753$856K0.0%+37.4%0.250%
2/13/2024Envestnet Asset Management Inc.1,009,324$54.85M0.0%+16.4%16.021%
2/12/2024TD Capital Management LLC3,598$195K0.0%+27.6%0.057%
2/12/2024 Madden Advisory Services Inc.20,827$1.13M0.6%+5.8%0.331%
2/8/2024 Independent Advisor Alliance20,791$1.13M0.0%-1.5%0.330%
2/7/2024Principal Securities Inc.992$54K0.0%N/A0.016%
2/6/2024 Lincoln National Corp35,145$1.91M0.0%+6.2%0.558%
2/6/2024Concord Wealth Partners925$50K0.0%N/A0.015%
2/1/2024 RWA Wealth Partners LLC14,834$806K0.0%-6.4%0.235%
2/1/2024 GUNN & Co INVESTMENT MANAGEMENT INC.257,748$14.01M0.9%+2,138.8%4.091%
2/1/2024 Sigma Planning Corp4,024$219K0.0%-49.7%0.064%
1/30/2024 Beverly Hills Private Wealth LLC6,630$360K0.1%N/A0.105%
1/26/2024Cerity Partners LLC22,788$1.24M0.0%-10.9%0.362%
1/24/2024Prime Capital Investment Advisors LLC7,478$406K0.0%+7.2%0.119%
1/24/2024 Allworth Financial LP39,704$2.16M0.0%+2.7%0.630%
1/23/2024 LVZ Inc.41,500$2.26M0.3%N/A0.659%
1/22/2024 Parsons Capital Management Inc. RI3,685$200K0.0%N/A0.058%
1/22/2024 Weaver Consulting Group3,757$204K0.1%N/A0.060%
1/18/2024 Navalign LLC8,166$444K0.2%-63.1%0.130%
1/18/2024 Great Lakes Retirement Inc.266,195$14.47M2.4%-15.2%4.225%
1/18/2024 Altfest L J & Co. Inc.13,856$753K0.1%-2.1%0.220%
1/17/2024 OmniStar Financial Group Inc.21,938$1.19M1.5%+1.4%0.348%
1/16/2024 Raymond James Financial Services Advisors Inc.4,545$247K0.0%N/A0.072%
11/21/2023 GUNN & Co INVESTMENT MANAGEMENT INC.11,513$568K0.5%N/A0.183%
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11/15/2023Lido Advisors LLC23,568$1.16M0.0%-1.8%0.374%
11/13/2023True Wealth Design LLC12,791$631K0.2%-7.8%0.203%
11/13/2023Mariner LLC17,239$850K0.0%-2.7%0.274%
11/13/2023 Madden Advisory Services Inc.19,692$971K0.6%+26.6%0.313%
11/13/2023FMR LLC141,290$6.97M0.0%+22.1%2.243%
11/13/2023 Envestnet Portfolio Solutions Inc.6,031$297K0.0%N/A0.096%
11/13/2023Envestnet Asset Management Inc.867,014$42.74M0.0%-10.3%13.762%
11/13/2023Prudential PLC11,463$565K0.0%-35.0%0.182%
11/13/2023Kestra Advisory Services LLC336,210$16.57M0.2%+26.8%5.337%
11/9/2023Prime Capital Investment Advisors LLC6,974$344K0.0%N/A0.111%
11/8/2023 HighTower Advisors LLC14,139$697K0.0%-20.1%0.224%
11/6/2023 Lincoln National Corp33,104$1.63M0.0%-10.9%0.525%
11/3/2023KCS Wealth Advisory30,523$1.51M0.6%-48.8%0.484%
11/2/2023 Smith Chas P & Associates PA Cpas259,128$12.77M0.9%-5.5%4.113%
10/31/2023 Allworth Financial LP38,644$1.91M0.0%-6.6%0.613%
10/31/2023 Tranquility Partners LLC5,026$248K0.1%N/A0.080%
10/30/2023 First Citizens Bank & Trust Co.8,439$416K0.0%N/A0.134%
10/24/2023 Independent Advisor Alliance21,109$1.04M0.0%-1.7%0.335%
10/23/2023Commonwealth Equity Services LLC215,951$10.65M0.0%+113.5%3.428%
10/17/2023 Atlas Brown Inc.5,850$288K0.1%+26.7%0.093%
10/12/2023IFP Advisors Inc729$36K0.0%-26.1%0.012%
10/11/2023AE Wealth Management LLC46,544$2.29M0.0%+23.4%0.739%
10/11/2023 Navalign LLC22,156$1.09M0.4%N/A0.352%
10/10/2023 Halpern Financial Inc.800$39K0.0%+60.0%0.013%
9/21/2023 Halpern Financial Inc.500$25K0.0%N/A0.008%
8/21/2023Osaic Holdings Inc.507,926$25.68M0.0%+34.2%8.062%
8/16/2023 Sunbelt Securities Inc.106,224$5.37M0.8%+22.9%1.686%
8/14/2023Cerity Partners LLC25,966$1.31M0.0%N/A0.412%
8/11/2023Biondo Investment Advisors LLC21,046$1.06M0.2%+1.5%0.334%
8/11/2023Kestra Advisory Services LLC265,156$13.40M0.1%-20.1%4.209%
8/10/2023Osaic Holdings Inc.507,926$25.68M0.0%+34.2%8.062%
8/10/2023Commonwealth Equity Services LLC101,154$5.11M0.0%+16.1%1.606%
8/10/2023Cetera Advisor Networks LLC7,357$372K0.0%+22.8%0.117%
8/10/2023Cetera Investment Advisers39,985$2.02M0.0%+9.2%0.635%
8/9/2023 Spire Wealth Management2,728$138K0.0%+10.8%0.043%
8/9/2023 Altfest L J & Co. Inc.14,142$715K0.1%-2.7%0.224%
8/9/2023Flow Traders U.S. LLC20,249$1.02M0.0%N/A0.321%
8/9/2023Lido Advisors LLC24,001$1.21M0.0%-2.7%0.381%
8/8/2023 Kestra Private Wealth Services LLC7,032$355K0.0%-15.0%0.112%
8/7/2023 Lincoln National Corp37,137$1.88M0.0%-1.8%0.589%
8/4/2023Envestnet Asset Management Inc.966,721$48.87M0.0%+8.2%15.345%
8/4/2023IFP Advisors Inc987$32K0.0%-37.3%0.016%
8/4/2023 Adviser Investments LLC15,987$808K0.0%-42.2%0.254%
8/3/2023Atria Wealth Solutions Inc.4,680$237K0.0%N/A0.074%
8/3/2023 Great Lakes Retirement Inc.329,455$16.65M2.9%N/A5.229%
7/31/2023LPL Financial LLC19,608$991K0.0%-21.6%0.338%
7/31/2023 Smith Chas P & Associates PA Cpas274,208$13.86M0.9%-5.3%4.728%
7/31/2023BMS Financial Advisors LLC5,654$286K0.2%-81.1%0.097%
7/28/2023 Independent Advisor Alliance21,464$1.09M0.0%-0.9%0.370%
7/24/2023 OmniStar Financial Group Inc.21,590$1.09M1.3%N/A0.372%
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7/21/2023 Sequent Asset Management LLC41,440$2.10M2.3%+0.5%0.714%
7/20/2023 Hoxton Planning & Management LLC6,735$340K0.2%N/A0.116%
7/19/2023 Weaver Consulting Group4,131$209K0.1%N/A0.071%
7/18/2023 Atlas Brown Inc.4,618$233K0.1%+5.3%0.080%
7/18/2023KCS Wealth Advisory59,566$3.01M1.0%+2.5%1.027%
7/10/2023AE Wealth Management LLC37,716$1.91M0.0%+50.9%0.650%
5/17/2023 Sunbelt Securities Inc.86,464$4.05M0.7%-2.5%1.491%
5/12/2023 Independent Advisor Alliance21,663$1.03M0.0%-1.8%0.374%
5/11/2023Colonial Trust Co SC2,219$104K0.0%+184.9%0.038%
5/11/2023Envestnet Asset Management Inc.893,296$42.38M0.0%+61.3%15.402%
(Data available from 1/1/2016 forward)

FQAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FQAL shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($119.93M), Envestnet Asset Management Inc. ($54.85M), Osaic Holdings Inc. ($25.68M), Kestra Advisory Services LLC ($16.57M), Great Lakes Retirement Inc. ($15.37M), Smith Chas P & Associates PA Cpas ($14.72M), and Advisor Group Holdings Inc. ($13.45M).Learn more on FQAL's institutional investors.

Which institutional investors have been buying Fidelity Quality Factor ETF stock?

Of the 62 institutional investors that purchased Fidelity Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($2.03M), Envestnet Asset Management Inc. ($708.91K), Commonwealth Equity Services LLC ($363.89K), Great Lakes Retirement Inc. ($329.46K), Osaic Holdings Inc. ($258.92K), GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K), and Kestra Advisory Services LLC ($141.79K).

How much institutional buying is happening at Fidelity Quality Factor ETF?

Institutional investors have bought a total of 5,041,533 shares in the last 24 months. This purchase volume represents approximately $265.83M in transactions.

Which Fidelity Quality Factor ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold Fidelity Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($431.93K), GUNN & Co INVESTMENT MANAGEMENT INC. ($246.08K), Envestnet Asset Management Inc. ($206.24K), Kestra Advisory Services LLC ($66.90K), Allworth Financial LP ($60.60K), Great Lakes Retirement Inc. ($53.31K), and Smith Chas P & Associates PA Cpas ($47.88K).

How much institutional selling is happening at Fidelity Quality Factor ETF?

Institutional investors have sold a total of 1,351,171 shares in the last 24 months. This volume of shares sold represents approximately $67.99M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 5/10/2024 by MarketBeat.com Staff

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