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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$60.73
+0.28 (+0.46%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$96.88M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$35.51M
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FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Primoris Wealth Advisors LLC33,171$2.01M1.4%-0.9%0.238%
11/1/2024Assetmark Inc.2,657$161K0.0%-6.7%0.019%
10/30/2024 Clarity Capital Partners LLC10,634$644K0.4%+6.5%0.076%
10/29/2024 Cedar Point Capital Partners LLC51,487$3.12M2.1%+1.4%0.369%
10/29/2024 Forbes Financial Planning Inc.99,950$6.06M4.4%+8.5%0.716%
10/25/2024 Mutual Advisors LLC33,674$2.07M0.1%+2.3%0.241%
10/25/2024 Valmark Advisers Inc.26,507$1.61M0.0%-5.1%0.190%
10/24/2024 Patriot Financial Group Insurance Agency LLC54,979$3.33M0.4%+6.9%0.394%
10/24/2024 Fischer Investment Strategies LLC125,695$7.62M6.6%+24.4%0.901%
10/24/2024 Wealth Enhancement Advisory Services LLC11,477$696K0.0%+1.7%0.082%
10/22/2024 Private Advisor Group LLC7,284$441K0.0%+19.3%0.052%
10/18/2024Commonwealth Equity Services LLC897,295$54.38M0.1%+25.5%6.432%
10/16/2024 Prism Advisors Inc.159,812$9.69M2.8%-63.6%1.146%
10/15/2024 PFG Advisors47,778$2.90M0.2%+1.2%0.342%
10/11/2024 Creative Planning118,384$7.17M0.0%-0.6%0.849%
10/9/2024 Quotient Wealth Partners LLC9,391$569K0.0%+29.4%0.067%
10/8/2024 Atomi Financial Group Inc.8,596$521K0.0%+28.6%0.062%
10/8/2024 Dynamic Advisor Solutions LLC163,423$9.90M0.3%+3.6%1.171%
10/5/2024 Halpern Financial Inc.155,686$9.37M2.4%-10.9%1.116%
10/3/2024 Unique Wealth LLC32,675$1.98M0.5%N/A0.234%
8/22/2024Cetera Investment Advisers100,006$5.76M0.0%+5.1%0.717%
8/16/2024Northwestern Mutual Wealth Management Co.3,336$192K0.0%+8.7%0.024%
8/16/2024 Creative Planning119,120$6.86M0.0%-0.4%0.854%
8/16/2024Clarity Asset Management Inc.2,266$130K0.1%-10.2%0.016%
8/14/2024 Fischer Investment Strategies LLC101,077$5.82M5.7%+2.3%0.725%
8/13/2024Thrivent Financial for Lutherans556,692$32.06M0.1%+7.5%3.991%
8/13/2024AE Wealth Management LLC71,606$4.12M0.0%+16.4%0.513%
8/8/2024Envestnet Asset Management Inc.1,104,243$63.59M0.0%+15.7%7.916%
8/8/2024Thoroughbred Financial Services LLC8,057$463K0.0%+72.9%0.058%
8/8/2024Condor Capital Management95,862$5.52M0.5%+5.3%0.687%
8/8/2024 PFG Advisors47,203$2.72M0.2%+7.9%0.338%
8/7/2024Vantage Financial Partners LLC23,038$1.33M0.3%N/A0.165%
8/6/2024Cullen Frost Bankers Inc.552$32K0.0%N/A0.004%
8/1/2024Primoris Wealth Advisors LLC33,471$1.93M1.5%+2.6%0.240%
8/1/2024 Valmark Advisers Inc.27,928$1.61M0.0%-8.1%0.200%
7/31/2024Commonwealth Equity Services LLC714,872$41.17M0.1%+10.3%5.125%
7/31/2024 Americana Partners LLC10,255$591K0.0%-44.1%0.074%
7/29/2024 Ameritas Advisory Services LLC13,193$760K0.0%-2.6%0.095%
7/27/2024 Strategic Blueprint LLC3,794$218K0.0%-8.4%0.027%
7/26/2024 Patriot Financial Group Insurance Agency LLC51,409$2.96M0.4%+7.0%0.369%
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7/26/2024 Cambridge Investment Research Advisors Inc.71,151$4.10M0.0%-1.7%0.510%
7/26/2024 Atomi Financial Group Inc.6,684$385K0.0%N/A0.048%
7/25/2024 Forbes Financial Planning Inc.92,118$5.31M4.2%+13.8%0.660%
7/24/2024 Quotient Wealth Partners LLC7,256$418K0.0%N/A0.052%
7/24/2024 LVZ Inc.37,164$2.14M0.3%-8.6%0.266%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,105$236K0.0%+16.7%0.029%
7/22/2024Atria Wealth Solutions Inc.31,005$1.79M0.0%+31.4%0.222%
7/16/2024 Envestnet Portfolio Solutions Inc.9,853$567K0.0%+138.5%0.071%
7/16/2024 Cedar Point Capital Partners LLC50,790$2.93M2.2%+3.0%0.364%
7/16/2024 Foguth Wealth Management LLC.5,905$340K0.1%-7.6%0.042%
7/15/2024 Dynamic Advisor Solutions LLC157,688$9.08M0.3%-14.2%1.130%
7/10/2024 Prism Advisors Inc.438,882$25.27M7.7%-2.1%3.146%
7/9/2024 Halpern Financial Inc.174,649$10.06M2.8%-1.4%1.252%
5/24/2024Cetera Advisors LLC17,339$989K0.0%+19.9%0.124%
5/24/2024Cetera Investment Advisers95,114$5.43M0.0%+64.8%0.682%
5/22/2024 Cedar Point Capital Partners LLC49,300$2.81M2.1%+4.1%0.353%
5/17/2024Comerica Bank2,182$125K0.0%+33.7%0.016%
5/10/2024Osaic Holdings Inc.365,167$20.84M0.0%-24.1%2.618%
5/9/2024Orion Portfolio Solutions LLC46,694$2.66M0.0%-17.4%0.335%
5/9/2024Condor Capital Management91,015$5.19M0.5%+4.6%0.652%
5/8/2024Thoroughbred Financial Services LLC4,661$265K0.0%N/A0.033%
5/7/2024Primoris Wealth Advisors LLC32,611$1.86M1.5%+15.1%0.235%
5/7/2024 PFG Advisors43,737$2.50M0.2%+34.8%0.315%
5/7/2024Spectrum Investment Advisors Inc.12,676$723K0.5%+5.2%0.091%
5/6/2024 Envestnet Portfolio Solutions Inc.4,132$236K0.0%-92.3%0.030%
5/6/2024CFO4Life Group LLC4,712$269K0.0%-21.3%0.034%
5/6/2024 Custos Family Office LLC222,364$12.69M6.5%+1.2%1.600%
5/3/2024 Clarity Capital Partners LLC9,655$551K0.4%+108.9%0.069%
5/2/2024 Mutual Advisors LLC39,213$2.24M0.1%-6.4%0.282%
4/30/2024 J.W. Cole Advisors Inc.8,055$460K0.0%+6.1%0.058%
4/30/2024Hartline Investment Corp3,519$201K0.0%N/A0.025%
4/30/2024 Forbes Financial Planning Inc.80,940$4.62M4.0%+12.7%0.582%
4/29/2024Commonwealth Equity Services LLC648,056$36.97M0.1%+34.7%4.662%
4/25/2024 Cambridge Investment Research Advisors Inc.72,372$4.13M0.0%-0.7%0.521%
4/24/2024 Childress Capital Advisors LLC3,727$213K0.1%N/A0.027%
4/23/2024 Rational Advisors LLC21,393$1.22M0.1%N/A0.154%
4/22/2024Altfest L J & Co. Inc.57,218$3.26M0.5%+5.3%0.412%
4/17/2024 Foguth Wealth Management LLC.6,393$365K0.2%N/A0.062%
4/17/2024 Vicus Capital4,417$252K0.0%-8.6%0.043%
4/16/2024 Indiana Trust & Investment Management CO1,677$96K0.0%N/A0.016%
4/16/2024 Bouvel Investment Partners LLC50,422$2.88M1.2%-0.9%0.487%
4/12/2024 Dynamic Advisor Solutions LLC183,866$10.49M0.4%+6.8%1.776%
4/12/2024 Traynor Capital Management Inc.46,878$2.67M0.2%-15.8%0.453%
4/10/2024 Signal Advisors Wealth LLC6,393$365K0.1%+59.1%0.062%
4/9/2024 Halpern Financial Inc.177,079$10.02M2.9%-2.5%1.711%
4/5/2024 Prism Advisors Inc.448,153$25.57M7.7%+1.8%4.330%
2/20/2024 Clarity Capital Partners LLC4,622$245K0.2%N/A0.045%
2/16/2024Clarity Asset Management Inc.2,510$133K0.1%N/A0.024%
2/12/2024Condor Capital Management87,030$4.61M0.5%+4.2%0.841%
2/9/2024Orion Portfolio Solutions LLC56,507$2.99M0.0%-1.4%0.546%
Musk warns humanity: “Obsolete” (Ad)

The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern border is a travesty, but the 'invasion' I've found will have 10 times greater effects on our economy, and ultimately our way of life.

Go here to see why.
2/9/2024 Cambridge Investment Research Advisors Inc.72,862$3.86M0.0%+4.1%0.704%
2/8/2024Meridian Wealth Management LLC5,180$275K0.0%N/A0.050%
2/7/2024 Envestnet Portfolio Solutions Inc.53,806$2.85M0.0%+134.6%0.520%
2/7/2024Spectrum Investment Advisors Inc.12,046$638K0.5%N/A0.116%
2/7/2024 Principal Securities Inc.10,856$575K0.0%N/A0.105%
2/7/2024Ethos Financial Group LLC13,608$721K0.2%N/A0.131%
2/7/2024Darwin Wealth Management LLC19,160$1.02M0.3%-15.8%0.185%
2/6/2024Commonwealth Equity Services LLC481,065$25.50M0.0%+4.4%4.648%
2/5/2024Kestra Private Wealth Services LLC43,705$2.32M0.1%-22.9%0.422%
2/5/2024 Silver Oak Securities Incorporated893$47K0.0%N/A0.009%
(Data available from 1/1/2016 forward)

FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

During the previous two years, 105 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($63.59M), Commonwealth Equity Services LLC ($54.38M), Goodwin Investment Advisory ($38.32M), JPMorgan Chase & Co. ($33.40M), Thrivent Financial for Lutherans ($32.06M), Advisor Group Holdings Inc. ($31.63M), and Osaic Holdings Inc. ($20.84M).Learn more on FVAL's institutional investors.

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

Of the 92 institutional investors that purchased Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($676.33K), Envestnet Asset Management Inc. ($669.15K), Commonwealth Equity Services LLC ($437.48K), Custos Family Office LLC ($222.36K), FMR LLC ($200.94K), CFO4Life Group LLC ($197.61K), and Dynamic Advisor Solutions LLC ($155.20K).

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

Institutional investors have bought a total of 4,067,868 shares in the last 24 months. This purchase volume represents approximately $202.99M in transactions.

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

Of the 50 institutional investors that sold Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($336.70K), Envestnet Asset Management Inc. ($300.09K), Prism Advisors Inc. ($296.10K), Commonwealth Equity Services LLC ($190.91K), Childress Capital Advisors LLC ($140.02K), Altfest L J & Co. Inc. ($98.94K), and Vicus Capital ($95.75K).

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

Institutional investors have sold a total of 1,956,245 shares in the last 24 months. This volume of shares sold represents approximately $98.44M in transactions.


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