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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$63.99 +0.33 (+0.52%)
As of 05/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Quality Factor ETF (NYSEARCA:FQAL)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$62.59M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$133.80M
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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
5/1/2025Iron Horse Wealth Management LLC877$56K0.0%N/A0.006%
4/30/2025 Allworth Financial LP38,175$2.39M0.0%+1.4%0.242%
4/30/2025 Quotient Wealth Partners LLC42,572$2.73M0.1%+247.9%0.269%
4/30/2025 Axxcess Wealth Management LLC3,153$202K0.0%N/A0.020%
4/30/2025 Beverly Hills Private Wealth LLC5,189$333K0.1%-5.8%0.033%
4/29/2025 Envestnet Asset Management Inc.1,101,531$70.67M0.0%+2.3%6.972%
4/29/2025 Silver Oak Securities Incorporated24,795$1.58M0.1%+246.7%0.157%
4/25/2025 Almanack Investment Partners LLC.4,940$317K0.1%-6.6%0.031%
4/25/2025 Colonial River Investments LLC3,200$205K0.1%N/A0.020%
4/24/2025 Sunbelt Securities Inc.101,624$6.52M0.6%+1.8%0.643%
4/23/2025 Flavin Financial Services Inc.11,386$731K0.7%-2.7%0.072%
4/23/2025 Valmark Advisers Inc.14,490$930K0.0%+15.7%0.092%
4/22/2025 Cambridge Investment Research Advisors Inc.31,663$2.03M0.0%N/A0.200%
4/21/2025 Envestnet Portfolio Solutions Inc.20,842$1.34M0.0%+13.6%0.132%
4/17/2025 Sagespring Wealth Partners LLC114,995$7.38M0.1%N/A0.712%
4/17/2025 Great Lakes Retirement Inc.240,921$15.46M2.0%+1.8%1.492%
4/17/2025 Cyndeo Wealth Partners LLC5,316$341K0.0%N/A0.033%
4/16/2025 Wealth Enhancement Advisory Services LLC33,739$2.17M0.0%-6.5%0.209%
4/16/2025 High Probability Advisors LLC280,726$18.01M3.0%+2.7%1.738%
4/15/2025 Orgel Wealth Management LLC944,390$60.59M1.6%-2.1%5.848%
4/11/2025 Unique Wealth LLC61,667$3.96M0.8%N/A0.382%
4/10/2025 Beacon Financial Group172,317$11.06M1.2%-7.4%1.067%
4/8/2025 Atlas Brown Inc.7,026$451K0.2%+5.7%0.044%
3/17/2025 Wealth Enhancement Advisory Services LLC36,070$2.36M0.0%+8.8%0.223%
3/12/2025Centaurus Financial Inc.2,282$149K0.0%-6.9%0.012%
3/11/2025Lighthouse Financial LLC6,000$393K0.3%N/A0.032%
2/25/2025B. Riley Wealth Advisors Inc.15,586$1.02M0.0%+5.6%0.100%
2/18/2025 Sunbelt Securities Inc.99,855$6.55M0.6%-3.5%0.642%
2/18/2025Glen Eagle Advisors LLC14,052$919K0.2%-3.3%0.090%
2/17/2025Two Sigma Investments LP19,000$1.24M0.0%-23.1%0.122%
2/17/2025True Wealth Design LLC4,060$266K0.1%-7.2%0.026%
2/17/2025FWL Investment Management LLC8,396$549K0.2%-13.5%0.054%
2/17/2025Colonial Trust Co SC3,213$218K0.0%-15.8%0.021%
2/17/2025Cetera 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%
2/17/2025Bank of America Corp DE44,869$2.94M0.0%-23.9%0.289%
2/14/2025Jane Street Group LLC10,462$685K0.0%N/A0.067%
2/14/2025Lido Advisors LLC21,199$1.39M0.0%-3.6%0.136%
2/14/2025First Trust Advisors LP15,660$1.03M0.0%N/A0.101%
2/13/2025NewEdge Advisors LLC25,169$1.65M0.0%-2.7%0.162%
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2/13/2025Madden Advisory Services Inc.25,963$1.70M0.8%+2.3%0.167%
2/13/2025Mariner LLC15,671$1.03M0.0%+1.7%0.101%
2/13/2025Rockefeller Capital Management L.P.38,660$2.53M0.0%+0.8%0.249%
2/13/2025Bank of Montreal Can1,400$92K0.0%+366.7%0.009%
2/13/2025 Cerity Partners LLC21,306$1.39M0.0%-4.0%0.137%
2/13/2025FMR 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%
2/13/2025Wells Fargo & Company MN782$51K0.0%+2,596.6%0.005%
2/12/2025RWA Wealth Partners LLC9,087$595K0.0%-21.7%0.058%
2/12/2025Biondo Investment Advisors LLC25,701$1.68M0.2%-1.8%0.165%
2/12/2025 AssuredPartners Investment Advisors LLC9,187$601K0.1%N/A0.059%
2/12/2025JPMorgan Chase & Co.38,752$2.54M0.0%+14.4%0.249%
2/12/2025PKS Advisory Services LLC19,655$1.29M0.3%N/A0.126%
2/11/2025 Colony Family Offices LLC7,959$521K0.2%+9.6%0.051%
2/11/2025LPL 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%
2/10/2025Kestra Advisory Services LLC540,878$35.39M0.2%+8.1%3.478%
2/10/2025Commonwealth Equity Services LLC134,495$8.80M0.0%+7.4%0.865%
2/7/2025HighTower Advisors LLC11,535$755K0.0%-7.3%0.074%
2/7/2025Independent Advisor Alliance18,591$1.22M0.0%+1.1%0.120%
2/6/2025Cullen 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%
2/3/2025Sigma Planning Corp5,742$376K0.0%+7.9%0.037%
2/3/2025 Capital Investment Counsel Inc2,570$168K0.0%N/A0.017%
1/31/2025Global Retirement Partners LLC1,976$129K0.0%+868.6%0.013%
1/31/2025Kestra Investment Management LLC1,915$125K0.0%N/A0.012%
1/31/2025Atria Wealth Solutions Inc.18,060$1.18M0.0%+17.7%0.116%
1/31/2025J.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%
1/28/2025Kestra 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%
1/22/2025Foundations Investment Advisors LLC3,603$236K0.0%N/A0.023%
1/21/2025Smith 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%
12/26/2024JPMorgan 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%
11/15/2024Glen Eagle Advisors LLC14,539$944K0.2%-10.0%0.093%
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11/15/2024HighTower Advisors LLC12,447$808K0.0%-6.0%0.080%
11/15/2024True Wealth Design LLC4,373$284K0.1%-46.9%0.028%
11/14/2024Rockefeller Capital Management L.P.38,352$2.49M0.0%+1.2%0.247%
11/13/2024FMR LLC8,155,120$529.27M0.0%-4.4%52.445%
11/13/2024Independent 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%
11/5/2024Prime Capital Investment Advisors LLC12,298$798K0.0%+12.4%0.079%
11/4/2024Sigma Planning Corp5,324$346K0.0%+31.2%0.034%
10/30/2024Madden Advisory Services Inc.25,379$1.65M0.8%+9.6%0.163%
(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, 107 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. ($70.67M), Orgel Wealth Management LLC ($60.59M), Kestra Advisory Services LLC ($35.39M), High Probability Advisors LLC ($18.01M), Smith Chas P & Associates PA Cpas ($15.47M), and Great Lakes Retirement Inc. ($15.46M).Learn more on FQAL's institutional investors.

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

Of the 93 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. ($677.05K), Great Lakes Retirement Inc. ($334.38K), 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 4,940,649 shares in the last 24 months. This purchase volume represents approximately $279.96M in transactions.

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

Of the 48 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 ($1.09M), 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 3,020,624 shares in the last 24 months. This volume of shares sold represents approximately $183.96M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 5/2/2025 by MarketBeat.com Staff
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