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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

$67.34 +0.56 (+0.84%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$170.92M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$134.83M
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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
1/21/2025Smith Chas P & Associates PA Cpas236,445$15.47M0.9%+0.7%1.521%
1/17/2025 High Probability Advisors LLC273,237$17.88M3.2%+1.7%1.757%
1/15/2025 Orgel 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%
1/10/2025 Wealth 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%
10/24/2024 Wealth 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%
10/17/2024 Orgel 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%
10/11/2024Smith Chas P & Associates PA Cpas234,894$15.25M0.9%-6.1%1.511%
10/9/2024 Beaumont 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%
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8/13/2024AE Wealth Management LLC55,885$3.43M0.0%+16.1%0.359%
8/12/2024Mercer Global Advisors Inc. ADV16,525$1.01M0.0%+2.1%0.106%
8/8/2024J.W. Cole Advisors Inc.6,615$406K0.0%N/A0.043%
8/8/2024Envestnet Asset Management Inc.1,126,222$69.06M0.0%+9.5%7.243%
8/8/2024Beverly Hills Private Wealth LLC10,483$643K0.1%+16.5%0.067%
8/7/2024Prudential PLC13,668$838K0.0%-4.9%0.088%
8/6/2024Cullen Frost Bankers Inc.418$26K0.0%N/A0.003%
8/6/2024Howard Capital Management Inc.12,347$757K0.1%+7.7%0.079%
7/31/2024Commonwealth Equity Services LLC143,831$8.82M0.0%+0.5%0.925%
7/31/2024Citizens & Northern Corp35,639$2.19M0.7%N/A0.229%
7/29/2024Smith Chas P & Associates PA Cpas250,029$15.33M0.9%+0.1%1.608%
7/27/2024OmniStar Financial Group Inc.18,652$1.14M1.0%+9.4%0.120%
7/26/2024Sequent Asset Management LLC32,525$1.99M1.0%-5.6%0.209%
7/24/2024Quotient Wealth Partners LLC10,784$661K0.0%N/A0.069%
7/24/2024LVZ Inc.35,957$2.21M0.3%-8.3%0.231%
7/23/2024 Atlas Brown Inc.7,448$457K0.2%+14.3%0.048%
7/23/2024 Orgel Wealth Management LLC1,897,583$116.36M3.1%-6.7%12.203%
7/22/2024Hobbs Group Advisors LLC11,823$725K0.3%N/A0.076%
7/16/2024Envestnet Portfolio Solutions Inc.8,129$498K0.0%+136.7%0.052%
7/16/2024 Wealth Enhancement Advisory Services LLC13,230$811K0.0%+16.9%0.085%
7/13/2024Hurlow Wealth Management Group Inc.3,488$214K0.1%N/A0.022%
5/24/2024Cetera Investment Advisers60,137$3.55M0.0%+38.8%0.387%
5/17/2024Creekmur Asset Management LLC1,185$70K0.0%-30.2%0.008%
5/15/2024Kestra Advisory Services LLC522,914$30.82M0.2%+16.9%3.363%
5/10/2024Osaic Holdings Inc.224,959$13.26M0.0%-16.1%1.447%
5/9/2024Great Lakes Retirement Inc.260,692$15.37M2.3%-2.1%1.676%
5/6/2024Envestnet Portfolio Solutions Inc.3,434$202K0.0%N/A0.022%
5/2/2024Almanack 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%
4/29/2024RWA Wealth Partners LLC11,960$705K0.0%-19.4%0.080%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.11,667$688K0.5%-95.5%0.078%
4/25/2024Smith 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%
4/15/2024Sunbelt Securities Inc.95,859$5.65M0.6%-5.7%0.639%
4/12/2024Navalign 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%
2/12/2024Madden Advisory Services Inc.20,827$1.13M0.6%+5.8%0.331%
2/8/2024Independent Advisor Alliance20,791$1.13M0.0%-1.5%0.330%
2/7/2024Principal Securities Inc.992$54K0.0%N/A0.016%
2/6/2024Lincoln National Corp35,145$1.91M0.0%+6.2%0.558%
2/6/2024Concord Wealth Partners925$50K0.0%N/A0.015%
2/1/2024RWA Wealth Partners LLC14,834$806K0.0%-6.4%0.235%
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2/1/2024GUNN & Co INVESTMENT MANAGEMENT INC.257,748$14.01M0.9%+2,138.8%4.091%
2/1/2024Sigma Planning Corp4,024$219K0.0%-49.7%0.064%
1/30/2024Beverly 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%
1/24/2024Allworth Financial LP39,704$2.16M0.0%+2.7%0.630%
1/23/2024LVZ Inc.41,500$2.26M0.3%N/A0.659%
1/22/2024Parsons Capital Management Inc. RI3,685$200K0.0%N/A0.058%
1/22/2024 Weaver Consulting Group3,757$204K0.1%N/A0.060%
1/18/2024Navalign LLC8,166$444K0.2%-63.1%0.130%
(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, 87 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were FMR LLC ($529.27M), Envestnet Asset Management Inc. ($69.06M), Orgel Wealth Management LLC ($63.13M), Kestra Advisory Services LLC ($30.82M), High Probability Advisors LLC ($17.88M), Great Lakes Retirement Inc. ($15.86M), 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 73 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. ($756.77K), Commonwealth Equity Services LLC ($357.42K), Great Lakes Retirement Inc. ($330.03K), Osaic Holdings Inc. ($258.92K), GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K), and Kestra Advisory Services LLC ($180.33K).

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

Institutional investors have bought a total of 5,014,108 shares in the last 24 months. This purchase volume represents approximately $271.65M in transactions.

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

Of the 42 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 ($1.07M), GUNN & Co INVESTMENT MANAGEMENT INC. ($484.90K), FMR LLC ($379.17K), Commonwealth Equity Services LLC ($317.15K), Envestnet Asset Management Inc. ($99.71K), Kestra Advisory Services LLC ($66.90K), and Smith Chas P & Associates PA Cpas ($53.55K).

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

Institutional investors have sold a total of 2,742,500 shares in the last 24 months. This volume of shares sold represents approximately $165.28M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 1/21/2025 by MarketBeat.com Staff
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