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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

$65.84 +0.77 (+1.18%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$169.62M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$136.85M
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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
12/13/2024 B. Riley Wealth Advisors Inc.14,756$956K0.0%+7.1%0.095%
11/18/2024 Rehmann Capital Advisory Group3,227$209K0.0%N/A0.021%
11/18/2024 Sunbelt Securities Inc.103,479$6.72M0.7%+5.7%0.665%
11/15/2024 Glen Eagle Advisors LLC14,539$944K0.2%-10.0%0.093%
11/15/2024 HighTower Advisors LLC12,447$808K0.0%-6.0%0.080%
11/15/2024 True Wealth Design LLC4,373$284K0.1%-46.9%0.028%
11/14/2024 Rockefeller Capital Management L.P.38,352$2.49M0.0%+1.2%0.247%
11/13/2024 FMR LLC8,155,120$529.27M0.0%-4.4%52.445%
11/13/2024 Independent Advisor Alliance18,394$1.19M0.0%-8.1%0.118%
11/12/2024 Cerity Partners LLC22,187$1.44M0.0%+5.7%0.143%
11/7/2024 Colony Family Offices LLC7,263$471K0.1%+102.4%0.047%
11/5/2024 Prime Capital Investment Advisors LLC12,298$798K0.0%+12.4%0.079%
11/4/2024 Sigma Planning Corp5,324$346K0.0%+31.2%0.034%
10/30/2024 Madden Advisory Services Inc.25,379$1.65M0.8%+9.6%0.163%
10/25/2024 First Trust Direct Indexing L.P.12,801$831K0.0%+11.2%0.082%
10/25/2024 Valmark Advisers Inc.6,340$411K0.0%N/A0.041%
10/24/2024 J.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%
10/23/2024 Allworth Financial LP37,603$2.44M0.0%+0.7%0.242%
10/23/2024 GUNN & Co INVESTMENT MANAGEMENT INC.11,209$727K0.5%-95.5%0.072%
10/23/2024 Great 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%
10/11/2024 Smith 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%
10/9/2024 Quotient Wealth Partners LLC11,829$768K0.0%+9.7%0.076%
9/23/2024 Centaurus Financial Inc.2,573$158K0.0%-29.7%0.017%
8/22/2024 Cetera Investment Advisers63,095$3.87M0.0%+4.9%0.406%
8/19/2024Hershey Financial Advisers LLC14,689$901K0.8%N/A0.094%
8/19/2024 B. Riley Wealth Advisors Inc.13,780$845K0.0%N/A0.089%
8/16/2024 Sunbelt Securities Inc.97,915$6.00M0.6%+2.1%0.630%
8/16/2024 Northwestern Mutual Wealth Management Co.25,460$1.56M0.0%+1.1%0.164%
8/16/2024 NewEdge Advisors LLC32,096$1.97M0.0%-0.6%0.206%
8/13/2024 AE Wealth Management LLC55,885$3.43M0.0%+16.1%0.359%
8/12/2024 Mercer Global Advisors Inc. ADV16,525$1.01M0.0%+2.1%0.106%
8/8/2024 J.W. Cole Advisors Inc.6,615$406K0.0%N/A0.043%
8/8/2024 Envestnet Asset Management Inc.1,126,222$69.06M0.0%+9.5%7.243%
8/8/2024 Beverly Hills Private Wealth LLC10,483$643K0.1%+16.5%0.067%
8/7/2024 Prudential PLC13,668$838K0.0%-4.9%0.088%
8/6/2024 Cullen Frost Bankers Inc.418$26K0.0%N/A0.003%
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8/6/2024 Howard 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%
7/31/2024 Citizens & Northern Corp35,639$2.19M0.7%N/A0.229%
7/29/2024 Smith 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%
7/26/2024 Sequent Asset Management LLC32,525$1.99M1.0%-5.6%0.209%
7/24/2024 Quotient Wealth Partners LLC10,784$661K0.0%N/A0.069%
7/24/2024 LVZ Inc.35,957$2.21M0.3%-8.3%0.231%
7/23/2024Atlas Brown Inc.7,448$457K0.2%+14.3%0.048%
7/23/2024Orgel Wealth Management LLC1,897,583$116.36M3.1%-6.7%12.203%
7/22/2024 Hobbs Group Advisors LLC11,823$725K0.3%N/A0.076%
7/16/2024 Envestnet 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%
7/13/2024 Hurlow Wealth Management Group Inc.3,488$214K0.1%N/A0.022%
5/24/2024 Cetera Investment Advisers60,137$3.55M0.0%+38.8%0.387%
5/17/2024 Creekmur Asset Management LLC1,185$70K0.0%-30.2%0.008%
5/15/2024 Kestra Advisory Services LLC522,914$30.82M0.2%+16.9%3.363%
5/10/2024 Osaic Holdings Inc.224,959$13.26M0.0%-16.1%1.447%
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%
4/15/2024Orgel 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%
4/8/2024Atlas Brown Inc.6,519$384K0.1%+9.9%0.103%
3/15/2024 B. Riley Wealth Advisors Inc.10,986$597K0.0%N/A0.174%
3/1/2024 Creekmur Asset Management LLC1,697$92K0.0%N/A0.027%
2/16/2024 Hobbs Group Advisors LLC11,956$650K0.3%N/A0.190%
2/14/2024 True Wealth Design LLC10,644$578K0.2%-16.8%0.169%
2/14/2024 Prudential PLC15,753$856K0.0%+37.4%0.250%
2/13/2024 Envestnet Asset Management Inc.1,009,324$54.85M0.0%+16.4%16.021%
2/12/2024 TD 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%
2/7/2024 Principal Securities Inc.992$54K0.0%N/A0.016%
2/6/2024 Lincoln National Corp35,145$1.91M0.0%+6.2%0.558%
2/6/2024 Concord 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%
1/26/2024 Cerity Partners LLC22,788$1.24M0.0%-10.9%0.362%
1/24/2024 Prime 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%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
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%
1/17/2024OmniStar Financial Group Inc.21,938$1.19M1.5%+1.4%0.348%
1/16/2024Raymond 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%
11/15/2023 Lido Advisors LLC23,568$1.16M0.0%-1.8%0.374%
11/13/2023 True Wealth Design LLC12,791$631K0.2%-7.8%0.203%
(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, 85 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 ($63.91M), Kestra Advisory Services LLC ($30.82M), Great Lakes Retirement Inc. ($15.86M), Smith Chas P & Associates PA Cpas ($15.25M), 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 71 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 5,068,249 shares in the last 24 months. This purchase volume represents approximately $273.55M in transactions.

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

Of the 41 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 ($1.05M), 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 ($63.01K).

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

Institutional investors have sold a total of 2,732,933 shares in the last 24 months. This volume of shares sold represents approximately $164.43M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 12/22/2024 by MarketBeat.com Staff
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