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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$73.84 -0.28 (-0.38%)
Closing price 04:10 PM Eastern
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$73.82 -0.02 (-0.03%)
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Institutional Ownership Changes (13F Filings) for Fidelity Quality Factor ETF (NYSEARCA:FQAL)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$65.57M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$135.34M
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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
9/4/2025 Osaic Holdings Inc.119,627$8.34M0.0%-7.0%0.803%
8/19/2025 B. Riley Wealth Advisors Inc.15,500$1.08M0.1%N/A0.104%
8/18/2025 Kestra Investment Management LLC3,215$224K0.0%N/A0.022%
8/15/2025 EP Wealth Advisors LLC2,328$162K0.0%N/A0.016%
8/15/2025 Bank of America Corp DE46,814$3.26M0.0%+3.2%0.314%
8/14/2025 Jane Street Group LLC16,967$1.18M0.0%+53.1%0.114%
8/14/2025 Raymond James Financial Inc.478$33K0.0%N/A0.003%
8/14/2025 FWL Investment Management LLC5,563$387K0.1%-14.2%0.037%
8/14/2025 Clarity Asset Management Inc.525$37K0.0%-50.3%0.004%
8/14/2025 NewEdge Advisors LLC32,882$2.29M0.0%+25.2%0.221%
8/14/2025 Qube Research & Technologies Ltd1,294$90K0.0%+37.2%0.009%
8/14/2025 Cerity Partners LLC36,125$2.52M0.0%+70.4%0.242%
8/13/2025 Flow Traders U.S. LLC3,306$230K0.0%N/A0.022%
8/13/2025 Twin Peaks Wealth Advisors LLC836$61K0.0%N/A0.006%
8/13/2025 Lido Advisors LLC19,032$1.33M0.0%-2.4%0.128%
8/13/2025 Northwestern Mutual Wealth Management Co.26,501$1.85M0.0%+1.8%0.178%
8/12/2025 J.W. Cole Advisors Inc.7,740$539K0.0%N/A0.052%
8/12/2025 JPMorgan Chase & Co.228,984$15.94M0.0%+29.2%1.537%
8/12/2025 PKS Advisory Services LLC19,979$1.39M0.3%+5.1%0.134%
8/11/2025 TD Waterhouse Canada Inc.9,879$688K0.0%+9.2%0.066%
8/8/2025 Rockefeller Capital Management L.P.44,412$3.09M0.0%+8.1%0.298%
8/8/2025 Cetera Investment Advisers115,368$8.03M0.0%+6.5%0.774%
8/8/2025 Creative Planning3,272$228K0.0%N/A0.022%
8/8/2025 OmniStar Financial Group Inc.25,134$1.75M1.3%+1.2%0.169%
8/8/2025 Foundations Investment Advisors LLC17,857$1.24M0.0%+28.4%0.120%
8/7/2025 Nwam LLC3,311$236K0.0%N/A0.022%
8/7/2025 Allworth Financial LP38,316$2.67M0.0%+0.4%0.257%
8/6/2025 RWA Wealth Partners LLC5,690$396K0.0%-37.1%0.038%
8/6/2025 True Wealth Design LLC3,524$245K0.1%-6.9%0.024%
8/6/2025 AE Wealth Management LLC19,159$1.33M0.0%-74.5%0.129%
8/6/2025 Stone House Investment Management LLC6,726$468K0.1%+469.0%0.045%
8/5/2025 Bank of Montreal Can3,764$262K0.0%+6.0%0.025%
8/5/2025 Sigma Planning Corp6,606$460K0.0%+6.0%0.044%
8/4/2025 Great Lakes Retirement Inc.239,492$16.68M2.0%-0.6%1.607%
8/4/2025 Spire Wealth Management660$46K0.0%-73.0%0.004%
8/1/2025 Envestnet Asset Management Inc.1,101,814$76.72M0.0%+0.0%7.395%
7/31/2025 Sequent Asset Management LLC31,571$2.20M1.8%-1.8%0.212%
7/30/2025 Strategic Blueprint LLC12,493$870K0.0%N/A0.084%
7/30/2025 Cullen Frost Bankers Inc.6,558$457K0.0%+15.2%0.044%
7/29/2025 Beverly Hills Private Wealth LLC4,532$316K0.1%-12.7%0.030%
7/29/2025 Flavin Financial Services Inc.11,025$768K0.7%-3.2%0.074%
7/29/2025 Quotient Wealth Partners LLC39,131$2.73M0.1%-8.1%0.263%
7/29/2025 AssuredPartners Investment Advisors LLC7,937$553K0.1%-13.6%0.053%
7/28/2025 Sagespring Wealth Partners LLC119,494$8.32M0.1%+3.9%0.802%
7/25/2025 Atria Wealth Solutions Inc.15,449$1.08M0.0%-27.8%0.104%
7/25/2025 Envestnet Portfolio Solutions Inc.23,330$1.62M0.0%+11.9%0.157%
7/25/2025 CWM LLC1,903$133K0.0%N/A0.013%
7/24/2025 Cyndeo Wealth Partners LLC5,847$407K0.0%+10.0%0.039%
7/24/2025 IFP Advisors Inc923$64K0.0%+26.6%0.006%
7/23/2025 Valmark Advisers Inc.16,283$1.13M0.0%+12.4%0.109%
7/23/2025 Colony Family Offices LLC3,428$239K0.1%N/A0.023%
7/23/2025 Prime Capital Investment Advisors LLC12,619$879K0.0%-76.8%0.084%
7/21/2025 Ameritas Advisory Services LLC2,093$146K0.0%N/A0.014%
7/17/2025 Smith Chas P & Associates PA Cpas233,162$16.24M0.9%-2.6%1.560%
7/15/2025 LVZ Inc.25,947$1.81M0.2%N/A0.174%
7/11/2025 Silver Oak Securities Incorporated6,471$451K0.0%-73.9%0.043%
7/10/2025 Orgel Wealth Management LLC951,038$66.22M1.6%+0.7%6.361%
7/10/2025 Wealth Enhancement Advisory Services LLC32,903$2.32M0.0%-2.5%0.220%
7/9/2025 Keystone Wealth Services LLC5,599$390K0.1%+40.3%0.037%
7/9/2025 Beacon Financial Group158,907$11.07M1.2%-7.8%1.063%
7/9/2025 High Probability Advisors LLC294,508$20.51M3.1%+4.9%1.970%
7/8/2025 Canandaigua National Bank & Trust Co.3,720$259K0.0%N/A0.025%
6/27/2025 Goldman Sachs Group Inc.14,737$946K0.0%-44.4%0.099%
5/19/2025Jane Street Group LLC11,083$711K0.0%+5.9%0.071%
5/16/2025Ascent Group LLC3,870$248K0.0%N/A0.025%
5/16/2025Goldman Sachs Group Inc.14,737$946K0.0%-44.4%0.095%
5/16/2025NewEdge Advisors LLC26,270$1.69M0.0%+4.4%0.169%
5/15/2025Clarity Asset Management Inc.1,056$68K0.0%+99.6%0.007%
5/14/2025PKS Advisory Services LLC19,002$1.22M0.4%-3.3%0.122%
5/14/2025Biondo Investment Advisors LLC25,028$1.61M0.2%-2.6%0.161%
5/14/2025Northwestern Mutual Wealth Management Co.26,028$1.67M0.0%-1.8%0.167%
5/14/2025Kestra Advisory Services LLC555,932$35.67M0.2%+2.8%3.575%
5/13/2025Stone House Investment Management LLC1,182$76K0.0%N/A0.007%
5/13/2025HighTower Advisors LLC11,207$719K0.0%-2.8%0.071%
5/12/2025Independent Advisor Alliance17,928$1.15M0.0%-3.6%0.113%
5/9/2025Atria Wealth Solutions Inc.21,387$1.37M0.0%+18.4%0.135%
5/9/2025PNC Financial Services Group Inc.2,775$178K0.0%+6.0%0.018%
5/8/2025Hoxton Planning & Management LLC6,578$422K0.2%N/A0.042%
5/7/2025Foundations Investment Advisors LLC13,905$892K0.0%+285.9%0.088%
5/7/2025LPL Financial LLC63,577$4.08M0.0%+17.7%0.402%
5/6/2025Cetera Investment Advisers108,352$6.95M0.0%+41.1%0.686%
5/6/2025AE Wealth Management LLC75,147$4.82M0.0%+6.6%0.476%
5/5/2025Kestra Private Wealth Services LLC51,832$3.33M0.1%+17.7%0.328%
5/2/2025Cullen Frost Bankers Inc.5,695$365K0.0%+160.9%0.036%
5/2/2025Sigma Planning Corp6,233$400K0.0%+8.6%0.039%
5/1/2025Iron Horse Wealth Management LLC877$56K0.0%N/A0.006%
4/30/2025Allworth Financial LP38,175$2.39M0.0%+1.4%0.242%
4/30/2025Quotient Wealth Partners LLC42,572$2.73M0.1%+247.9%0.269%
4/30/2025Axxcess Wealth Management LLC3,153$202K0.0%N/A0.020%
4/30/2025Beverly Hills Private Wealth LLC5,189$333K0.1%-5.8%0.033%
4/29/2025Envestnet Asset Management Inc.1,101,531$70.67M0.0%+2.3%6.972%
4/29/2025Silver Oak Securities Incorporated24,795$1.58M0.1%+246.7%0.157%
4/25/2025Almanack Investment Partners LLC.4,940$317K0.1%-6.6%0.031%
4/25/2025Colonial River Investments LLC3,200$205K0.1%N/A0.020%
4/24/2025Sunbelt Securities Inc.101,624$6.52M0.6%+1.8%0.643%
4/23/2025Flavin Financial Services Inc.11,386$731K0.7%-2.7%0.072%
4/23/2025Valmark Advisers Inc.14,490$930K0.0%+15.7%0.092%
4/22/2025Cambridge Investment Research Advisors Inc.31,663$2.03M0.0%N/A0.200%
4/21/2025Envestnet Portfolio Solutions Inc.20,842$1.34M0.0%+13.6%0.132%
4/17/2025Sagespring Wealth Partners LLC114,995$7.38M0.1%N/A0.712%
(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, 120 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. ($76.72M), Orgel Wealth Management LLC ($66.22M), Kestra Advisory Services LLC ($35.67M), High Probability Advisors LLC ($20.51M), Great Lakes Retirement Inc. ($16.68M), and Smith Chas P & Associates PA Cpas ($16.24M).Learn more on Fidelity Quality Factor ETF's institutional investors.

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

Of the 104 institutional investors that purchased Fidelity Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($2.04M), Envestnet Asset Management Inc. ($264.34K), GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K), Kestra Advisory Services LLC ($202.02K), Commonwealth Equity Services LLC ($124.80K), Sagespring Wealth Partners LLC ($119.49K), and Stratos Wealth Partners LTD. ($69.22K).

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

Institutional investors have bought a total of 996,176 shares in the last 24 months. This purchase volume represents approximately $65.57M in transactions.

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

Of the 42 institutional investors that sold Fidelity Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($953.19K), FMR LLC ($574.39K), GUNN & Co INVESTMENT MANAGEMENT INC. ($238.82K), AE Wealth Management LLC ($55.99K), Prime Capital Investment Advisors LLC ($41.85K), Beacon Financial Group ($27.12K), and Goldman Sachs Group Inc. ($23.57K).

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

Institutional investors have sold a total of 2,071,538 shares in the last 24 months. This volume of shares sold represents approximately $135.34M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 9/25/2025 by MarketBeat.com Staff
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