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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$67.97 -0.99 (-1.44%)
As of 02/21/2025 04:10 PM Eastern

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)
$162.64M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$151.70M
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FQAL Institutional Buying and Selling by Quarter

Fidelity Quality Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.99,855$6.55M0.6%-3.5%0.642%
2/18/2025 Glen Eagle Advisors LLC14,052$919K0.2%-3.3%0.090%
2/17/2025 Two Sigma Investments LP19,000$1.24M0.0%-23.1%0.122%
2/17/2025 True Wealth Design LLC4,060$266K0.1%-7.2%0.026%
2/17/2025 FWL Investment Management LLC8,396$549K0.2%-13.5%0.054%
2/17/2025 Colonial Trust Co SC3,213$218K0.0%-15.8%0.021%
2/17/2025 Cetera Investment Advisers76,807$5.03M0.0%+11.2%0.494%
2/17/2025 Beverly Hills Private Wealth LLC5,510$361K0.1%-24.5%0.035%
2/17/2025 Bank of America Corp DE44,869$2.94M0.0%-23.9%0.289%
2/14/2025 Jane Street Group LLC10,462$685K0.0%N/A0.067%
2/14/2025 Lido Advisors LLC21,199$1.39M0.0%-3.6%0.136%
2/14/2025 First Trust Advisors LP15,660$1.03M0.0%N/A0.101%
2/13/2025 NewEdge Advisors LLC25,169$1.65M0.0%-2.7%0.162%
2/13/2025 Madden Advisory Services Inc.25,963$1.70M0.8%+2.3%0.167%
2/13/2025 Mariner LLC15,671$1.03M0.0%+1.7%0.101%
2/13/2025 Rockefeller Capital Management L.P.38,660$2.53M0.0%+0.8%0.249%
2/13/2025 Bank of Montreal Can1,400$92K0.0%+366.7%0.009%
2/13/2025 Cerity Partners LLC21,306$1.39M0.0%-4.0%0.137%
2/13/2025 FMR LLC7,959,900$520.82M0.0%-2.4%51.189%
2/13/2025 Envestnet Asset Management Inc.1,077,213$70.48M0.0%-2.0%6.927%
2/13/2025 Wells Fargo & Company MN782$51K0.0%+2,596.6%0.005%
2/12/2025 RWA Wealth Partners LLC9,087$595K0.0%-21.7%0.058%
2/12/2025 Biondo Investment Advisors LLC25,701$1.68M0.2%-1.8%0.165%
2/12/2025 AssuredPartners Investment Advisors LLC9,187$601K0.1%N/A0.059%
2/12/2025 JPMorgan Chase & Co.38,752$2.54M0.0%+14.4%0.249%
2/12/2025 PKS Advisory Services LLC19,655$1.29M0.3%N/A0.126%
2/11/2025 Colony Family Offices LLC7,959$521K0.2%+9.6%0.051%
2/11/2025 LPL Financial LLC54,011$3.53M0.0%+18.4%0.347%
2/10/2025 Envestnet Portfolio Solutions Inc.18,345$1.20M0.0%+39.6%0.118%
2/10/2025 Kestra Advisory Services LLC540,878$35.39M0.2%+8.1%3.478%
2/10/2025 Commonwealth Equity Services LLC134,495$8.80M0.0%+7.4%0.865%
2/7/2025 HighTower Advisors LLC11,535$755K0.0%-7.3%0.074%
2/7/2025 Independent Advisor Alliance18,591$1.22M0.0%+1.1%0.120%
2/6/2025 Cullen Frost Bankers Inc.2,183$143K0.0%+140.7%0.014%
2/6/2025 LVZ Inc.27,915$1.83M0.2%-11.0%0.180%
2/6/2025 Keystone Wealth Services LLC3,991$261K0.1%N/A0.026%
2/3/2025 Sigma Planning Corp5,742$376K0.0%+7.9%0.037%
2/3/2025 Capital Investment Counsel Inc2,570$168K0.0%N/A0.017%
1/31/2025 Global Retirement Partners LLC1,976$129K0.0%+868.6%0.013%
1/31/2025 Kestra Investment Management LLC1,915$125K0.0%N/A0.012%
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1/31/2025 Atria Wealth Solutions Inc.18,060$1.18M0.0%+17.7%0.116%
1/31/2025 J.W. Cole Advisors Inc.10,407$681K0.0%-18.4%0.067%
1/30/2025 Valmark Advisers Inc.12,526$820K0.0%+97.6%0.081%
1/29/2025 Great 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%
1/28/2025 Kestra Private Wealth Services LLC44,019$2.88M0.0%+89.3%0.283%
1/28/2025 Quotient Wealth Partners LLC12,237$801K0.0%+3.4%0.079%
1/27/2025 Silver Oak Securities Incorporated7,151$469K0.0%-8.4%0.046%
1/27/2025 Stratos Wealth Partners LTD.69,223$4.53M0.1%N/A0.445%
1/24/2025 Flavin Financial Services Inc.11,702$766K0.7%N/A0.075%
1/24/2025 Sequent Asset Management LLC32,266$2.11M1.0%-0.8%0.207%
1/22/2025 Foundations Investment Advisors LLC3,603$236K0.0%N/A0.023%
1/21/2025 Smith 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%
12/26/2024 JPMorgan 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%
11/18/2024 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%
10/23/2024GUNN & 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%
10/17/2024 Orgel Wealth Management LLC984,665$63.91M1.6%-48.1%6.332%
10/17/2024 OmniStar 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%
9/23/2024Centaurus Financial Inc.2,573$158K0.0%-29.7%0.017%
8/22/2024 Cetera Investment Advisers63,095$3.87M0.0%+4.9%0.406%
8/19/2024 Hershey Financial Advisers LLC14,689$901K0.8%N/A0.094%
8/19/2024B. Riley Wealth Advisors Inc.13,780$845K0.0%N/A0.089%
8/16/2024 Sunbelt Securities Inc.97,915$6.00M0.6%+2.1%0.630%
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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%
8/6/2024 Howard Capital Management Inc.12,347$757K0.1%+7.7%0.079%
(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, 103 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 ($63.13M), 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 4,788,328 shares in the last 24 months. This purchase volume represents approximately $267.13M in transactions.

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

Of the 45 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), 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 2,990,442 shares in the last 24 months. This volume of shares sold represents approximately $181.90M in transactions.



This page (NYSEARCA:FQAL) was last updated on 2/22/2025 by MarketBeat.com Staff
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