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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$81.47 0.00 (0.00%)
As of 07/2/2026 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)
98
Total
Institutional Inflows
(last 12 months)
$214.10M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$36.17M
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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
6/4/2026Midwest Financial Network LLC5,618$408K0.3%N/A0.032%
6/3/2026NewEdge Advisors LLC26,161$1.90M0.0%-4.7%0.149%
5/19/2026Western Wealth Management LLC627$46K0.0%N/A0.004%
5/19/2026NewEdge Advisors LLC26,151$1.90M0.0%-4.8%0.149%
5/19/2026Bank of America Corp DE47,841$3.47M0.0%-7.1%0.273%
5/18/2026Sunbelt Securities Inc.72,163$5.24M0.3%-34.3%0.412%
5/18/2026Royal Bank of Canada2,782$202K0.0%+11.7%0.016%
5/16/2026Glen Eagle Advisors LLC8,691$631K0.1%-6.5%0.050%
5/14/2026Lido Advisors LLC18,898$1.37M0.0%-1.7%0.108%
5/13/2026Cetera Investment Advisers171,126$12.42M0.0%+2.8%0.978%
5/13/2026First Trust Advisors LP16,147$1.17M0.0%-4.5%0.092%
5/8/2026PNC Financial Services Group Inc.1,508$109K0.0%-51.7%0.009%
5/6/2026Assetmark Inc.587$43K0.0%+120.7%0.003%
5/5/2026Sigma Planning Corp6,627$481K0.0%-7.8%0.038%
5/2/2026Valmark Advisers Inc.24,915$1.81M0.0%+24.8%0.142%
5/1/2026Sovran Advisors LLC14,518$1.14M0.1%N/A0.083%
4/30/2026Beacon Financial Group139,768$10.15M1.0%-2.4%0.799%
4/30/2026Kestra Advisory Services LLC899,808$65.33M0.2%+33.6%5.142%
4/28/2026Bryant Woods Investment Advisors LLC3,808$277K0.1%N/A0.022%
4/27/2026World Investment Advisors6,625$481K0.0%+10.0%0.038%
4/21/2026Fullerton Advisors LLC36,675$2.66M2.8%-16.9%0.211%
4/21/2026RCS Financial Planning LLC6,067$440K0.2%N/A0.035%
4/21/2026Unique Wealth LLC36,398$2.64M0.4%-15.9%0.209%
4/21/2026Silver Oak Securities Incorporated25,198$1.83M0.1%-6.2%0.145%
4/20/2026Kestra Private Wealth Services LLC65,682$4.77M0.1%+4.2%0.377%
4/20/2026Breakwater Capital Group12,842$932K0.1%+23.3%0.074%
4/17/2026Atlas Brown Inc.7,799$566K0.2%+4.1%0.045%
4/16/2026Quotient Wealth Partners LLC27,553$2M0.1%-22.7%0.157%
3/17/2026Rockefeller Capital Management L.P.45,474$3.44M0.0%+9.4%0.297%
3/13/2026World Investment Advisors6,025$455K0.0%N/A0.039%
2/23/2026MV Capital Management Inc.4,209$318K0.0%N/A0.028%
2/20/2026Sunbelt Securities Inc.109,826$8.30M0.6%+1.5%0.718%
2/18/2026Mercer Global Advisors Inc. ADV7,293$551K0.0%-15.6%0.048%
2/18/2026EP Wealth Advisors LLC2,649$200K0.0%N/A0.017%
2/18/2026NewEdge Advisors LLC27,458$2.08M0.0%-18.1%0.179%
2/18/2026Hershey Financial Advisers LLC22,335$1.69M1.4%+3.0%0.146%
2/17/2026Integrated Advisors Network LLC3,040$230K0.0%N/A0.020%
2/17/2026Cetera Investment Advisers166,482$12.58M0.0%+13.0%1.088%
2/17/2026Osaic Holdings Inc.125,799$9.51M0.0%-3.8%0.822%
2/17/2026&PARTNERS9,868$746K0.0%N/A0.064%
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2/17/2026Royal Bank of Canada2,490$188K0.0%-22.4%0.016%
2/16/2026Glen Eagle Advisors LLC9,293$702K0.1%-10.0%0.061%
2/16/2026Biondo Investment Advisors LLC25,373$1.92M0.2%+3.2%0.166%
2/13/2026Kestra Advisory Services LLC673,383$50.90M0.2%+6.3%4.401%
2/13/2026First Trust Advisors LP16,911$1.28M0.0%+3.1%0.111%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC439$33K0.0%N/A0.003%
2/12/2026Commonwealth Equity Services LLC149,569$11.31M0.0%+0.8%0.978%
2/12/2026Great Lakes Retirement Inc.242,244$18.31M1.9%-1.5%1.583%
2/12/2026Bank of Montreal Can3,914$296K0.0%+8.5%0.026%
2/12/2026Principal Securities Inc.109,218$8.26M0.1%+3,701.5%0.714%
2/11/2026Cerity Partners LLC36,312$2.75M0.0%+1.5%0.237%
2/11/2026LPL Financial LLC86,130$6.51M0.0%+9.0%0.563%
2/11/2026O Shaughnessy Asset Management LLC1,951$147K0.0%+44.6%0.013%
2/11/2026JPMorgan Chase & Co.247,976$18.75M0.0%+0.7%1.621%
2/11/2026J.W. Cole Advisors Inc.13,402$1.01M0.0%+15.7%0.088%
2/11/2026Avise Financial Cooperative Inc.2,800$212K0.2%N/A0.018%
2/10/2026ShoreHaven Wealth Partners LLC2,925$221K0.1%N/A0.019%
2/10/2026Sequent Asset Management LLC32,067$2.42M1.1%+1.6%0.210%
2/10/2026Northwestern Mutual Wealth Management Co.78,050$5.90M0.0%+200.5%0.510%
2/10/2026Foundations Investment Advisors LLC17,783$1.34M0.0%-4.0%0.116%
2/9/2026Smith Chas P & Associates PA Cpas179,903$13.60M0.7%+32.9%1.176%
2/9/2026Kestra Investment Management LLC4,839$366K0.0%+65.9%0.032%
2/6/2026IFP Advisors Inc9,130$690K0.0%+121.3%0.060%
2/6/2026Cullen Frost Bankers Inc.7,557$571K0.0%+3.0%0.049%
2/6/2026HighTower Advisors LLC7,799$590K0.0%+4.8%0.051%
2/6/2026Envestnet Portfolio Solutions Inc.17,071$1.29M0.0%+27.6%0.112%
2/5/2026Elyxium Wealth LLC416$31K0.0%N/A0.003%
2/5/2026Northwestern Mutual Wealth Management Co.1,624,514$122.80M0.1%+6,154.6%10.618%
2/5/2026Flavin Financial Services Inc.10,382$785K0.5%-5.6%0.068%
2/5/2026Allworth Financial LP37,917$2.87M0.0%-2.3%0.248%
2/4/2026Independent Advisor Alliance17,121$1.29M0.0%-3.1%0.113%
2/3/2026Foronjy Financial LLC2,936$222K0.1%N/A0.019%
2/2/2026Fullerton Advisors LLC44,115$3.34M3.3%N/A0.290%
1/30/2026Strategic Blueprint LLC23,117$1.75M0.1%+33.6%0.152%
1/29/2026Kestra Private Wealth Services LLC63,011$4.76M0.1%+10.7%0.415%
1/29/2026High Probability Advisors LLC309,369$23.39M3.1%+2.0%2.035%
1/27/2026TD Waterhouse Canada Inc.10,734$811K0.0%+2.9%0.071%
1/26/2026Keystone Wealth Services LLC51,490$3.89M0.8%+1.7%0.339%
1/26/2026Valmark Advisers Inc.19,958$1.51M0.0%+21.3%0.131%
1/23/2026Farther Finance Advisors LLC7,739$585K0.0%+269.8%0.051%
1/23/2026Capital Investment Counsel Inc2,570$194K0.0%N/A0.017%
1/22/2026Quotient Wealth Partners LLC35,639$2.69M0.1%-9.0%0.234%
1/21/2026Prime Capital Investment Advisors LLC15,868$1.20M0.0%+10.1%0.104%
1/20/2026Savvy Advisors Inc.10,831$819K0.0%+1.7%0.071%
1/16/2026CRA Financial Services LLC8,200$620K0.1%N/A0.054%
1/15/2026Silver Oak Securities Incorporated26,853$2.05M0.1%+318.3%0.177%
1/9/2026Atlas Brown Inc.7,493$566K0.2%+5.6%0.049%
1/9/2026Breakwater Capital Group10,412$787K0.1%N/A0.069%
1/8/2026Centerline Wealth Advisors LLC4,259$322K0.1%N/A0.028%
1/8/2026Wealth Enhancement Advisory Services LLC37,838$2.89M0.0%+3.7%0.249%
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1/7/2026Cyndeo Wealth Partners LLC5,757$435K0.0%-3.2%0.038%
1/7/2026Orgel Wealth Management LLC909,586$68.76M1.5%-2.4%5.984%
1/7/2026DecisionMap Wealth Management LLC2,962$224K0.1%+5.4%0.019%
1/7/2026Sagespring Wealth Partners LLC119,490$9.03M0.1%+0.9%0.786%
1/6/2026Unique Wealth LLC43,276$3.27M0.5%+1.3%0.285%
1/1/2026JPMorgan Chase & Co.246,288$18.40M0.0%+7.6%1.620%
12/2/2025Allworth Financial LP38,828$2.90M0.0%+1.3%0.255%
12/2/2025IFP Advisors Inc4,128$308K0.0%+347.2%0.027%
11/24/2025CIBC Private Wealth Group LLC890$67K0.0%+23.3%0.006%
11/19/2025Sunbelt Securities Inc.108,252$8.09M0.6%+8.4%0.712%


FQAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 140 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. ($86.44M), Orgel Wealth Management LLC ($68.76M), Kestra Advisory Services LLC ($65.33M), High Probability Advisors LLC ($23.39M), JPMorgan Chase & Co. ($18.75M), and Great Lakes Retirement Inc. ($18.31M).Learn more on Fidelity Quality Factor ETF's institutional investors.

Of the 126 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: Northwestern Mutual Wealth Management Co. ($1.65M), Kestra Advisory Services LLC ($321.92K), Envestnet Asset Management Inc. ($177.13K), Sagespring Wealth Partners LLC ($120.60K), Principal Securities Inc. ($106.35K), JPMorgan Chase & Co. ($95.66K), and Cetera Investment Advisers ($72.98K).

Institutional investors have bought a total of 2,864,705 shares in the last 24 months. This purchase volume represents approximately $214.10M in transactions.

Of the 47 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: Smith Chas P & Associates PA Cpas ($103.94K), AE Wealth Management LLC ($65.10K), Prime Capital Investment Advisors LLC ($41.85K), Orgel Wealth Management LLC ($41.45K), Sunbelt Securities Inc. ($37.66K), Citadel Advisors LLC ($25.39K), and Beacon Financial Group ($24.22K).

Institutional investors have sold a total of 496,964 shares in the last 24 months. This volume of shares sold represents approximately $36.17M in transactions.


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This page (NYSEARCA:FQAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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