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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

$64.59
-0.05 (-0.08%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$174.64M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$119.59M
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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
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%
9/23/2024Centaurus 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%
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%
8/8/2024 J.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%
7/29/2024 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%
7/26/2024Sequent 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%
7/22/2024Hobbs 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%
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7/13/2024 Hurlow Wealth Management Group Inc.3,488$214K0.1%N/A0.022%
5/24/2024Cetera Investment Advisers60,137$3.55M0.0%+38.8%0.387%
5/17/2024 Creekmur 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%
5/9/2024 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%
4/29/2024RWA 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%
4/15/2024Sunbelt Securities Inc.95,859$5.65M0.6%-5.7%0.639%
4/12/2024Navalign LLC5,632$332K0.1%-31.0%0.089%
4/8/2024Atlas Brown Inc.6,519$384K0.1%+9.9%0.103%
3/15/2024B. Riley Wealth Advisors Inc.10,986$597K0.0%N/A0.174%
3/1/2024 Creekmur 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%
2/8/2024Independent 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%
2/1/2024RWA 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%
2/1/2024Sigma 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%
1/24/2024 Allworth Financial LP39,704$2.16M0.0%+2.7%0.630%
1/23/2024 LVZ Inc.41,500$2.26M0.3%N/A0.659%
1/22/2024Parsons Capital Management Inc. RI3,685$200K0.0%N/A0.058%
1/22/2024Weaver Consulting Group3,757$204K0.1%N/A0.060%
1/18/2024Navalign LLC8,166$444K0.2%-63.1%0.130%
1/18/2024 Great Lakes Retirement Inc.266,195$14.47M2.4%-15.2%4.225%
1/18/2024Altfest 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%
11/15/2023Lido 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%
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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%
11/8/2023HighTower 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%
(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, 83 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were 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), Advisor Group Holdings Inc. ($13.45M), and Osaic Holdings Inc. ($13.26M).Learn more on FQAL's institutional investors.

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

Of the 72 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. ($806.34K), Commonwealth Equity Services LLC ($364.67K), 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 5,131,491 shares in the last 24 months. This purchase volume represents approximately $275.76M in transactions.

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

Of the 40 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), Commonwealth Equity Services LLC ($317.15K), Envestnet Asset Management Inc. ($99.71K), Kestra Advisory Services LLC ($66.90K), Smith Chas P & Associates PA Cpas ($63.01K), and Great Lakes Retirement Inc. ($53.31K).

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

Institutional investors have sold a total of 2,373,190 shares in the last 24 months. This volume of shares sold represents approximately $140.44M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 11/2/2024 by MarketBeat.com Staff
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