Fidelity Quality Factor ETF (FQAL) Institutional Ownership

$61.52

+0.83 (+1.37%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $206.28M

Number of Institutional Sellers (last 12 months): 31
Total Institutional Outflows (last 12 months): $50.35M

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FQAL Institutional Buying and Selling by Quarter

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Fidelity Quality Factor ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Sequent Asset Management LLC	32,525	$1.99M	1.0%	-5.6%	0.209%
7/24/2024	Quotient Wealth Partners LLC	10,784	$661K	0.0%	N/A	0.069%
7/24/2024	LVZ Inc.	35,957	$2.21M	0.3%	-8.3%	0.231%
7/23/2024	Atlas Brown Inc.	7,448	$457K	0.2%	+14.3%	0.048%
7/23/2024	Orgel Wealth Management LLC	1,897,583	$116.36M	3.1%	-6.7%	12.203%
7/22/2024	Hobbs Group Advisors LLC	11,823	$725K	0.3%	N/A	0.076%
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7/16/2024	Envestnet Portfolio Solutions Inc.	8,129	$498K	0.0%	+136.7%	0.052%
7/16/2024	Wealth Enhancement Advisory Services LLC	13,230	$811K	0.0%	+16.9%	0.085%
7/13/2024	Hurlow Wealth Management Group Inc.	3,488	$214K	0.1%	N/A	0.022%
5/24/2024	Cetera Investment Advisers	60,137	$3.55M	0.0%	+38.8%	0.387%
5/17/2024	Creekmur Asset Management LLC	1,185	$70K	0.0%	-30.2%	0.008%
5/15/2024	Kestra Advisory Services LLC	522,914	$30.82M	0.2%	+16.9%	3.363%
5/10/2024	Osaic Holdings Inc.	224,959	$13.26M	0.0%	-16.1%	1.447%
5/9/2024	Great Lakes Retirement Inc.	260,692	$15.37M	2.3%	-2.1%	1.676%
5/6/2024	Envestnet Portfolio Solutions Inc.	3,434	$202K	0.0%	N/A	0.022%
5/2/2024	Almanack Investment Partners LLC.	5,287	$312K	0.1%	+20.3%	0.034%
4/29/2024	Commonwealth Equity Services LLC	143,053	$8.43M	0.0%	-35.7%	0.954%
4/29/2024	RWA Wealth Partners LLC	11,960	$705K	0.0%	-19.4%	0.080%
4/26/2024	GUNN & Co INVESTMENT MANAGEMENT INC.	11,667	$688K	0.5%	-95.5%	0.078%
4/25/2024	Smith Chas P & Associates PA Cpas	249,806	$14.72M	0.9%	-3.1%	1.665%
4/16/2024	Wealth Enhancement Advisory Services LLC	11,313	$667K	0.0%	+8.4%	0.075%
4/15/2024	Orgel Wealth Management LLC	2,034,771	$119.93M	3.3%	N/A	13.565%
4/15/2024	Sunbelt Securities Inc.	95,859	$5.65M	0.6%	-5.7%	0.639%
4/12/2024	Navalign LLC	5,632	$332K	0.1%	-31.0%	0.089%
4/8/2024	Atlas Brown Inc.	6,519	$384K	0.1%	+9.9%	0.103%
3/15/2024	B. Riley Wealth Advisors Inc.	10,986	$597K	0.0%	N/A	0.174%
3/1/2024	Creekmur Asset Management LLC	1,697	$92K	0.0%	N/A	0.027%
2/16/2024	Hobbs Group Advisors LLC	11,956	$650K	0.3%	N/A	0.190%
2/14/2024	True Wealth Design LLC	10,644	$578K	0.2%	-16.8%	0.169%
2/14/2024	Prudential PLC	15,753	$856K	0.0%	+37.4%	0.250%
2/13/2024	Envestnet Asset Management Inc.	1,009,324	$54.85M	0.0%	+16.4%	16.021%
2/12/2024	TD Capital Management LLC	3,598	$195K	0.0%	+27.6%	0.057%
2/12/2024	Madden Advisory Services Inc.	20,827	$1.13M	0.6%	+5.8%	0.331%
2/8/2024	Independent Advisor Alliance	20,791	$1.13M	0.0%	-1.5%	0.330%
2/7/2024	Principal Securities Inc.	992	$54K	0.0%	N/A	0.016%
2/6/2024	Lincoln National Corp	35,145	$1.91M	0.0%	+6.2%	0.558%
2/6/2024	Concord Wealth Partners	925	$50K	0.0%	N/A	0.015%
2/1/2024	RWA Wealth Partners LLC	14,834	$806K	0.0%	-6.4%	0.235%
2/1/2024	GUNN & Co INVESTMENT MANAGEMENT INC.	257,748	$14.01M	0.9%	+2,138.8%	4.091%
2/1/2024	Sigma Planning Corp	4,024	$219K	0.0%	-49.7%	0.064%
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1/30/2024	Beverly Hills Private Wealth LLC	6,630	$360K	0.1%	N/A	0.105%
1/26/2024	Cerity Partners LLC	22,788	$1.24M	0.0%	-10.9%	0.362%
1/24/2024	Prime Capital Investment Advisors LLC	7,478	$406K	0.0%	+7.2%	0.119%
1/24/2024	Allworth Financial LP	39,704	$2.16M	0.0%	+2.7%	0.630%
1/23/2024	LVZ Inc.	41,500	$2.26M	0.3%	N/A	0.659%
1/22/2024	Parsons Capital Management Inc. RI	3,685	$200K	0.0%	N/A	0.058%
1/22/2024	Weaver Consulting Group	3,757	$204K	0.1%	N/A	0.060%
1/18/2024	Navalign LLC	8,166	$444K	0.2%	-63.1%	0.130%
1/18/2024	Great Lakes Retirement Inc.	266,195	$14.47M	2.4%	-15.2%	4.225%
1/18/2024	Altfest L J & Co. Inc.	13,856	$753K	0.1%	-2.1%	0.220%
1/17/2024	OmniStar Financial Group Inc.	21,938	$1.19M	1.5%	+1.4%	0.348%
1/16/2024	Raymond James Financial Services Advisors Inc.	4,545	$247K	0.0%	N/A	0.072%
11/21/2023	GUNN & Co INVESTMENT MANAGEMENT INC.	11,513	$568K	0.5%	N/A	0.183%
11/15/2023	Lido Advisors LLC	23,568	$1.16M	0.0%	-1.8%	0.374%
11/13/2023	True Wealth Design LLC	12,791	$631K	0.2%	-7.8%	0.203%
11/13/2023	Mariner LLC	17,239	$850K	0.0%	-2.7%	0.274%
11/13/2023	Madden Advisory Services Inc.	19,692	$971K	0.6%	+26.6%	0.313%
11/13/2023	FMR LLC	141,290	$6.97M	0.0%	+22.1%	2.243%
11/13/2023	Envestnet Portfolio Solutions Inc.	6,031	$297K	0.0%	N/A	0.096%
11/13/2023	Envestnet Asset Management Inc.	867,014	$42.74M	0.0%	-10.3%	13.762%
11/13/2023	Prudential PLC	11,463	$565K	0.0%	-35.0%	0.182%
11/13/2023	Kestra Advisory Services LLC	336,210	$16.57M	0.2%	+26.8%	5.337%
11/9/2023	Prime Capital Investment Advisors LLC	6,974	$344K	0.0%	N/A	0.111%
11/8/2023	HighTower Advisors LLC	14,139	$697K	0.0%	-20.1%	0.224%
11/6/2023	Lincoln National Corp	33,104	$1.63M	0.0%	-10.9%	0.525%
11/3/2023	KCS Wealth Advisory	30,523	$1.51M	0.6%	-48.8%	0.484%
11/2/2023	Smith Chas P & Associates PA Cpas	259,128	$12.77M	0.9%	-5.5%	4.113%
10/31/2023	Allworth Financial LP	38,644	$1.91M	0.0%	-6.6%	0.613%
10/31/2023	Tranquility Partners LLC	5,026	$248K	0.1%	N/A	0.080%
10/30/2023	First Citizens Bank & Trust Co.	8,439	$416K	0.0%	N/A	0.134%
10/24/2023	Independent Advisor Alliance	21,109	$1.04M	0.0%	-1.7%	0.335%
10/23/2023	Commonwealth Equity Services LLC	215,951	$10.65M	0.0%	+113.5%	3.428%
10/17/2023	Atlas Brown Inc.	5,850	$288K	0.1%	+26.7%	0.093%
10/12/2023	IFP Advisors Inc	729	$36K	0.0%	-26.1%	0.012%
10/11/2023	AE Wealth Management LLC	46,544	$2.29M	0.0%	+23.4%	0.739%
10/11/2023	Navalign LLC	22,156	$1.09M	0.4%	N/A	0.352%
10/10/2023	Halpern Financial Inc.	800	$39K	0.0%	+60.0%	0.013%
9/21/2023	Halpern Financial Inc.	500	$25K	0.0%	N/A	0.008%
8/21/2023	Osaic Holdings Inc.	507,926	$25.68M	0.0%	+34.2%	8.062%
8/16/2023	Sunbelt Securities Inc.	106,224	$5.37M	0.8%	+22.9%	1.686%
8/14/2023	Cerity Partners LLC	25,966	$1.31M	0.0%	N/A	0.412%
8/11/2023	Biondo Investment Advisors LLC	21,046	$1.06M	0.2%	+1.5%	0.334%
8/11/2023	Kestra Advisory Services LLC	265,156	$13.40M	0.1%	-20.1%	4.209%
8/10/2023	Osaic Holdings Inc.	507,926	$25.68M	0.0%	+34.2%	8.062%
8/10/2023	Commonwealth Equity Services LLC	101,154	$5.11M	0.0%	+16.1%	1.606%
8/10/2023	Cetera Advisor Networks LLC	7,357	$372K	0.0%	+22.8%	0.117%
8/10/2023	Cetera Investment Advisers	39,985	$2.02M	0.0%	+9.2%	0.635%
8/9/2023	Spire Wealth Management	2,728	$138K	0.0%	+10.8%	0.043%
8/9/2023	Altfest L J & Co. Inc.	14,142	$715K	0.1%	-2.7%	0.224%
8/9/2023	Flow Traders U.S. LLC	20,249	$1.02M	0.0%	N/A	0.321%
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8/9/2023	Lido Advisors LLC	24,001	$1.21M	0.0%	-2.7%	0.381%
8/8/2023	Kestra Private Wealth Services LLC	7,032	$355K	0.0%	-15.0%	0.112%
8/7/2023	Lincoln National Corp	37,137	$1.88M	0.0%	-1.8%	0.589%
8/4/2023	Envestnet Asset Management Inc.	966,721	$48.87M	0.0%	+8.2%	15.345%
8/4/2023	IFP Advisors Inc	987	$32K	0.0%	-37.3%	0.016%
8/4/2023	Adviser Investments LLC	15,987	$808K	0.0%	-42.2%	0.254%
8/3/2023	Atria Wealth Solutions Inc.	4,680	$237K	0.0%	N/A	0.074%
8/3/2023	Great Lakes Retirement Inc.	329,455	$16.65M	2.9%	N/A	5.229%
7/31/2023	LPL Financial LLC	19,608	$991K	0.0%	-21.6%	0.338%
7/31/2023	Smith Chas P & Associates PA Cpas	274,208	$13.86M	0.9%	-5.3%	4.728%

(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, 75 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($116.36M), Envestnet Asset Management Inc. ($54.85M), Kestra Advisory Services LLC ($30.82M), Great Lakes Retirement Inc. ($15.37M), Smith Chas P & Associates PA Cpas ($14.72M), 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 64 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. ($708.91K), Commonwealth Equity Services LLC ($363.89K), Great Lakes Retirement Inc. ($329.46K), Osaic Holdings Inc. ($258.92K), GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K), and Kestra Advisory Services LLC ($217.30K).
How much institutional buying is happening at Fidelity Quality Factor ETF?: Institutional investors have bought a total of 5,033,331 shares in the last 24 months. This purchase volume represents approximately $267.02M 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: Commonwealth Equity Services LLC ($317.15K), GUNN & Co INVESTMENT MANAGEMENT INC. ($246.08K), Envestnet Asset Management Inc. ($206.24K), Orgel Wealth Management LLC ($137.19K), Kestra Advisory Services LLC ($66.90K), Great Lakes Retirement Inc. ($53.31K), and Smith Chas P & Associates PA Cpas ($47.88K).
How much institutional selling is happening at Fidelity Quality Factor ETF?: Institutional investors have sold a total of 1,359,677 shares in the last 24 months. This volume of shares sold represents approximately $71.44M in transactions.