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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$62.08 -0.17 (-0.27%)
As of 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Quality Factor ETF (NYSEARCA:FQAL)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$46.60M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$153.41M
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FQAL Institutional Buying and Selling by Quarter

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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
4/15/2025Orgel Wealth Management LLC944,390$60.59M1.6%-2.1%5.848%
4/11/2025 Unique Wealth LLC61,667$3.96M0.8%N/A0.382%
4/10/2025 Beacon Financial Group172,317$11.06M1.2%-7.4%1.067%
4/8/2025 Atlas Brown Inc.7,026$451K0.2%+5.7%0.044%
3/17/2025Wealth Enhancement Advisory Services LLC36,070$2.36M0.0%+8.8%0.223%
3/12/2025Centaurus Financial Inc.2,282$149K0.0%-6.9%0.012%
3/11/2025Lighthouse Financial LLC6,000$393K0.3%N/A0.032%
2/25/2025B. Riley Wealth Advisors Inc.15,586$1.02M0.0%+5.6%0.100%
2/18/2025Sunbelt Securities Inc.99,855$6.55M0.6%-3.5%0.642%
2/18/2025Glen Eagle Advisors LLC14,052$919K0.2%-3.3%0.090%
2/17/2025Two Sigma Investments LP19,000$1.24M0.0%-23.1%0.122%
2/17/2025True Wealth Design LLC4,060$266K0.1%-7.2%0.026%
2/17/2025FWL Investment Management LLC8,396$549K0.2%-13.5%0.054%
2/17/2025Colonial Trust Co SC3,213$218K0.0%-15.8%0.021%
2/17/2025Cetera Investment Advisers76,807$5.03M0.0%+11.2%0.494%
2/17/2025Beverly Hills Private Wealth LLC5,510$361K0.1%-24.5%0.035%
2/17/2025Bank of America Corp DE44,869$2.94M0.0%-23.9%0.289%
2/14/2025Jane Street Group LLC10,462$685K0.0%N/A0.067%
2/14/2025Lido Advisors LLC21,199$1.39M0.0%-3.6%0.136%
2/14/2025First Trust Advisors LP15,660$1.03M0.0%N/A0.101%
2/13/2025NewEdge Advisors LLC25,169$1.65M0.0%-2.7%0.162%
2/13/2025Madden Advisory Services Inc.25,963$1.70M0.8%+2.3%0.167%
2/13/2025Mariner LLC15,671$1.03M0.0%+1.7%0.101%
2/13/2025Rockefeller Capital Management L.P.38,660$2.53M0.0%+0.8%0.249%
2/13/2025Bank of Montreal Can1,400$92K0.0%+366.7%0.009%
2/13/2025Cerity Partners LLC21,306$1.39M0.0%-4.0%0.137%
2/13/2025FMR LLC7,959,900$520.82M0.0%-2.4%51.189%
2/13/2025Envestnet Asset Management Inc.1,077,213$70.48M0.0%-2.0%6.927%
2/13/2025Wells Fargo & Company MN782$51K0.0%+2,596.6%0.005%
2/12/2025RWA Wealth Partners LLC9,087$595K0.0%-21.7%0.058%
2/12/2025Biondo Investment Advisors LLC25,701$1.68M0.2%-1.8%0.165%
2/12/2025AssuredPartners Investment Advisors LLC9,187$601K0.1%N/A0.059%
2/12/2025JPMorgan Chase & Co.38,752$2.54M0.0%+14.4%0.249%
2/12/2025PKS Advisory Services LLC19,655$1.29M0.3%N/A0.126%
2/11/2025Colony Family Offices LLC7,959$521K0.2%+9.6%0.051%
2/11/2025LPL Financial LLC54,011$3.53M0.0%+18.4%0.347%
2/10/2025Envestnet Portfolio Solutions Inc.18,345$1.20M0.0%+39.6%0.118%
2/10/2025Kestra Advisory Services LLC540,878$35.39M0.2%+8.1%3.478%
2/10/2025Commonwealth Equity Services LLC134,495$8.80M0.0%+7.4%0.865%
2/7/2025HighTower Advisors LLC11,535$755K0.0%-7.3%0.074%
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2/7/2025Independent Advisor Alliance18,591$1.22M0.0%+1.1%0.120%
2/6/2025Cullen Frost Bankers Inc.2,183$143K0.0%+140.7%0.014%
2/6/2025LVZ Inc.27,915$1.83M0.2%-11.0%0.180%
2/6/2025Keystone Wealth Services LLC3,991$261K0.1%N/A0.026%
2/3/2025Sigma Planning Corp5,742$376K0.0%+7.9%0.037%
2/3/2025Capital Investment Counsel Inc2,570$168K0.0%N/A0.017%
1/31/2025Global Retirement Partners LLC1,976$129K0.0%+868.6%0.013%
1/31/2025Kestra Investment Management LLC1,915$125K0.0%N/A0.012%
1/31/2025Atria Wealth Solutions Inc.18,060$1.18M0.0%+17.7%0.116%
1/31/2025J.W. Cole Advisors Inc.10,407$681K0.0%-18.4%0.067%
1/30/2025Valmark Advisers Inc.12,526$820K0.0%+97.6%0.081%
1/29/2025Great Lakes Retirement Inc.236,572$15.48M2.0%-3.2%1.521%
1/29/2025 Beacon Financial Group186,025$12.17M1.3%+0.4%1.196%
1/28/2025Kestra Private Wealth Services LLC44,019$2.88M0.0%+89.3%0.283%
1/28/2025Quotient Wealth Partners LLC12,237$801K0.0%+3.4%0.079%
1/27/2025Silver Oak Securities Incorporated7,151$469K0.0%-8.4%0.046%
1/27/2025Stratos Wealth Partners LTD.69,223$4.53M0.1%N/A0.445%
1/24/2025Flavin Financial Services Inc.11,702$766K0.7%N/A0.075%
1/24/2025Sequent Asset Management LLC32,266$2.11M1.0%-0.8%0.207%
1/22/2025Foundations Investment Advisors LLC3,603$236K0.0%N/A0.023%
1/21/2025Smith Chas P & Associates PA Cpas236,445$15.47M0.9%+0.7%1.521%
1/17/2025High Probability Advisors LLC273,237$17.88M3.2%+1.7%1.757%
1/15/2025Orgel Wealth Management LLC964,773$63.13M1.6%-2.0%6.204%
1/13/2025 EWG Elevate Inc.14,840$971K0.3%N/A0.095%
1/10/2025 Atlas Brown Inc.6,649$435K0.1%-10.6%0.043%
1/10/2025Wealth Enhancement Advisory Services LLC33,402$2.17M0.0%+0.7%0.215%
12/26/2024JPMorgan Chase & Co.33,879$2.20M0.0%+8.8%0.218%
12/13/2024B. Riley Wealth Advisors Inc.14,756$956K0.0%+7.1%0.095%
11/18/2024Rehmann Capital Advisory Group3,227$209K0.0%N/A0.021%
11/18/2024Sunbelt Securities Inc.103,479$6.72M0.7%+5.7%0.665%
11/15/2024Glen Eagle Advisors LLC14,539$944K0.2%-10.0%0.093%
11/15/2024HighTower Advisors LLC12,447$808K0.0%-6.0%0.080%
11/15/2024True Wealth Design LLC4,373$284K0.1%-46.9%0.028%
11/14/2024Rockefeller Capital Management L.P.38,352$2.49M0.0%+1.2%0.247%
11/13/2024FMR LLC8,155,120$529.27M0.0%-4.4%52.445%
11/13/2024Independent Advisor Alliance18,394$1.19M0.0%-8.1%0.118%
11/12/2024Cerity Partners LLC22,187$1.44M0.0%+5.7%0.143%
11/7/2024Colony Family Offices LLC7,263$471K0.1%+102.4%0.047%
11/5/2024Prime Capital Investment Advisors LLC12,298$798K0.0%+12.4%0.079%
11/4/2024Sigma Planning Corp5,324$346K0.0%+31.2%0.034%
10/30/2024Madden Advisory Services Inc.25,379$1.65M0.8%+9.6%0.163%
10/25/2024First Trust Direct Indexing L.P.12,801$831K0.0%+11.2%0.082%
10/25/2024Valmark Advisers Inc.6,340$411K0.0%N/A0.041%
10/24/2024J.W. Cole Advisors Inc.12,760$828K0.0%+92.9%0.082%
10/24/2024Wealth Enhancement Advisory Services LLC33,157$2.15M0.0%+150.6%0.213%
10/23/2024Allworth Financial LP37,603$2.44M0.0%+0.7%0.242%
10/23/2024GUNN & Co INVESTMENT MANAGEMENT INC.11,209$727K0.5%-95.5%0.072%
10/23/2024Great Lakes Retirement Inc.244,359$15.86M2.0%+0.2%1.571%
10/17/2024Orgel Wealth Management LLC984,665$63.91M1.6%-48.1%6.332%
10/17/2024OmniStar Financial Group Inc.20,964$1.37M1.0%+12.4%0.135%
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10/11/2024Smith Chas P & Associates PA Cpas234,894$15.25M0.9%-6.1%1.511%
10/9/2024Beaumont Financial Advisors LLC3,935$255K0.0%N/A0.025%
10/9/2024Quotient Wealth Partners LLC11,829$768K0.0%+9.7%0.076%
9/23/2024Centaurus Financial Inc.2,573$158K0.0%-29.7%0.017%
8/22/2024Cetera Investment Advisers63,095$3.87M0.0%+4.9%0.406%
8/19/2024Hershey Financial Advisers LLC14,689$901K0.8%N/A0.094%
8/19/2024B. Riley Wealth Advisors Inc.13,780$845K0.0%N/A0.089%
8/16/2024Sunbelt Securities Inc.97,915$6.00M0.6%+2.1%0.630%
8/16/2024Northwestern Mutual Wealth Management Co.25,460$1.56M0.0%+1.1%0.164%
8/16/2024NewEdge Advisors LLC32,096$1.97M0.0%-0.6%0.206%
(Data available from 1/1/2016 forward)

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FQAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FQAL shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were FMR LLC ($520.82M), Envestnet Asset Management Inc. ($70.48M), Orgel Wealth Management LLC ($60.59M), Kestra Advisory Services LLC ($35.39M), High Probability Advisors LLC ($17.88M), Great Lakes Retirement Inc. ($15.48M), and Smith Chas P & Associates PA Cpas ($15.47M).Learn more on FQAL's institutional investors.

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

Of the 88 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. ($652.74K), Great Lakes Retirement Inc. ($330.03K), Osaic Holdings Inc. ($258.92K), GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K), Kestra Advisory Services LLC ($186.96K), and Commonwealth Equity Services LLC ($138.85K).

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

Institutional investors have bought a total of 4,755,928 shares in the last 24 months. This purchase volume represents approximately $267.01M in transactions.

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

Of the 46 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: Orgel Wealth Management LLC ($1.09M), FMR LLC ($574.39K), GUNN & Co INVESTMENT MANAGEMENT INC. ($484.90K), Commonwealth Equity Services LLC ($317.15K), Envestnet Asset Management Inc. ($122.24K), Kestra Advisory Services LLC ($66.90K), and Great Lakes Retirement Inc. ($61.09K).

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

Institutional investors have sold a total of 3,024,702 shares in the last 24 months. This volume of shares sold represents approximately $184.09M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 4/16/2025 by MarketBeat.com Staff
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