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What's Driving Tesla Lower Ahead of its Earnings?
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'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Fidelity Quality Factor ETF (FQAL) Institutional Ownership

$56.10
-0.05 (-0.09%)
(As of 04/18/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Quality Factor ETF (NYSEARCA:FQAL)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$230.66M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$31.91M
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Skip Chart & View Institutional Buying and Selling Data

FQAL Institutional Buying and Selling by Quarter

Fidelity Quality Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Wealth Enhancement Advisory Services LLC11,313$667K0.0%+8.4%0.075%
4/15/2024Orgel Wealth Management LLC2,034,771$119.93M3.3%N/A13.565%
4/15/2024Sunbelt Securities Inc.95,859$5.65M0.6%-5.7%0.639%
4/12/2024 Navalign LLC5,632$332K0.1%-31.0%0.089%
4/8/2024 Atlas Brown Inc.6,519$384K0.1%+9.9%0.103%
3/15/2024B. Riley Wealth Advisors Inc.10,986$597K0.0%N/A0.174%
3/1/2024Creekmur Asset Management LLC1,697$92K0.0%N/A0.027%
3/1/2024Goldman Sachs Group Inc.5,979$325K0.0%N/A0.095%
2/16/2024Hobbs Group Advisors LLC11,956$650K0.3%N/A0.190%
2/14/2024Royal Bank of Canada5,350$291K0.0%+71.9%0.085%
2/14/2024Kestra Advisory Services LLC447,411$24.31M0.2%+33.1%7.102%
2/14/2024True Wealth Design LLC10,644$578K0.2%-16.8%0.169%
2/14/2024Prudential PLC15,753$856K0.0%+37.4%0.250%
2/13/2024Envestnet Asset Management Inc.1,009,324$54.85M0.0%+16.4%16.021%
2/13/2024Cetera Advisor Networks LLC9,634$524K0.0%+9.3%0.153%
2/13/2024Goldman Sachs Group Inc.5,979$325K0.0%N/A0.095%
2/12/2024TD Capital Management LLC3,598$195K0.0%+27.6%0.057%
2/12/2024Madden Advisory Services Inc.20,827$1.13M0.6%+5.8%0.331%
2/8/2024Independent Advisor Alliance20,791$1.13M0.0%-1.5%0.330%
2/7/2024Principal Securities Inc.992$54K0.0%N/A0.016%
2/6/2024Lincoln National Corp35,145$1.91M0.0%+6.2%0.558%
2/6/2024Concord Wealth Partners925$50K0.0%N/A0.015%
2/1/2024RWA Wealth Partners LLC14,834$806K0.0%-6.4%0.235%
2/1/2024GUNN & Co INVESTMENT MANAGEMENT INC.257,748$14.01M0.9%+2,138.8%4.091%
2/1/2024Sigma Planning Corp4,024$219K0.0%-49.7%0.064%
1/30/2024Beverly Hills Private Wealth LLC6,630$360K0.1%N/A0.105%
1/26/2024Cerity Partners LLC22,788$1.24M0.0%-10.9%0.362%
1/24/2024Prime Capital Investment Advisors LLC7,478$406K0.0%+7.2%0.119%
1/24/2024Allworth Financial LP39,704$2.16M0.0%+2.7%0.630%
1/23/2024LVZ Inc.41,500$2.26M0.3%N/A0.659%
1/22/2024Parsons Capital Management Inc. RI3,685$200K0.0%N/A0.058%
1/22/2024Weaver Consulting Group3,757$204K0.1%N/A0.060%
1/18/2024 Navalign LLC8,166$444K0.2%-63.1%0.130%
1/18/2024Great Lakes Retirement Inc.266,195$14.47M2.4%-15.2%4.225%
1/18/2024Altfest L J & Co. Inc.13,856$753K0.1%-2.1%0.220%
1/17/2024OmniStar Financial Group Inc.21,938$1.19M1.5%+1.4%0.348%
1/16/2024Raymond James Financial Services Advisors Inc.4,545$247K0.0%N/A0.072%
11/21/2023GUNN & Co INVESTMENT MANAGEMENT INC.11,513$568K0.5%N/A0.183%
11/15/2023Mercer Global Advisors Inc. ADV36,980$1.82M0.0%+129.6%0.587%
11/15/2023Lido Advisors LLC23,568$1.16M0.0%-1.8%0.374%
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11/13/2023True Wealth Design LLC12,791$631K0.2%-7.8%0.203%
11/13/2023Mariner LLC17,239$850K0.0%-2.7%0.274%
11/13/2023LPL Financial LLC20,347$1.00M0.0%+3.8%0.323%
11/13/2023Madden Advisory Services Inc.19,692$971K0.6%+26.6%0.313%
11/13/2023FMR LLC141,290$6.97M0.0%+22.1%2.243%
11/13/2023Envestnet Portfolio Solutions Inc.6,031$297K0.0%N/A0.096%
11/13/2023Envestnet Asset Management Inc.867,014$42.74M0.0%-10.3%13.762%
11/13/2023Prudential PLC11,463$565K0.0%-35.0%0.182%
11/13/2023Kestra Advisory Services LLC336,210$16.57M0.2%+26.8%5.337%
11/9/2023Prime Capital Investment Advisors LLC6,974$344K0.0%N/A0.111%
11/8/2023HighTower Advisors LLC14,139$697K0.0%-20.1%0.224%
11/6/2023Lincoln National Corp33,104$1.63M0.0%-10.9%0.525%
11/3/2023KCS Wealth Advisory30,523$1.51M0.6%-48.8%0.484%
11/2/2023Smith Chas P & Associates PA Cpas259,128$12.77M0.9%-5.5%4.113%
10/31/2023Allworth Financial LP38,644$1.91M0.0%-6.6%0.613%
10/31/2023Tranquility Partners LLC5,026$248K0.1%N/A0.080%
10/30/2023First Citizens Bank & Trust Co.8,439$416K0.0%N/A0.134%
10/24/2023Independent Advisor Alliance21,109$1.04M0.0%-1.7%0.335%
10/23/2023Commonwealth Equity Services LLC215,951$10.65M0.0%+113.5%3.428%
10/17/2023 Atlas Brown Inc.5,850$288K0.1%+26.7%0.093%
10/12/2023IFP Advisors Inc729$36K0.0%-26.1%0.012%
10/11/2023AE Wealth Management LLC46,544$2.29M0.0%+23.4%0.739%
10/11/2023 Navalign LLC22,156$1.09M0.4%N/A0.352%
10/10/2023 Halpern Financial Inc.800$39K0.0%+60.0%0.013%
9/21/2023 Halpern Financial Inc.500$25K0.0%N/A0.008%
8/21/2023Osaic Holdings Inc.507,926$25.68M0.0%+34.2%8.062%
8/16/2023Sunbelt Securities Inc.106,224$5.37M0.8%+22.9%1.686%
8/15/2023Centaurus Financial Inc.4,801$243K0.0%-18.2%0.076%
8/15/2023Goldman Sachs Group Inc.6,272$317K0.0%-55.5%0.100%
8/15/2023Royal Bank of Canada5,279$267K0.0%+1,267.6%0.084%
8/15/2023Rockefeller Capital Management L.P.25,251$1.28M0.0%-7.6%0.401%
8/14/2023IFP Advisors Inc987$50K0.0%-37.3%0.016%
8/14/2023Cerity Partners LLC25,966$1.31M0.0%N/A0.412%
8/11/2023Biondo Investment Advisors LLC21,046$1.06M0.2%+1.5%0.334%
8/11/2023Kestra Advisory Services LLC265,156$13.40M0.1%-20.1%4.209%
8/11/2023JPMorgan Chase & Co.13,181$666K0.0%+104.2%0.209%
8/11/2023PNC Financial Services Group Inc.487$25K0.0%N/A0.008%
8/10/2023Osaic Holdings Inc.507,926$25.68M0.0%+34.2%8.062%
8/10/2023Commonwealth Equity Services LLC101,154$5.11M0.0%+16.1%1.606%
8/10/2023Cetera Advisor Networks LLC7,357$372K0.0%+22.8%0.117%
8/10/2023Cetera Investment Advisers39,985$2.02M0.0%+9.2%0.635%
8/9/2023Spire Wealth Management2,728$138K0.0%+10.8%0.043%
8/9/2023Altfest L J & Co. Inc.14,142$715K0.1%-2.7%0.224%
8/9/2023Flow Traders U.S. LLC20,249$1.02M0.0%N/A0.321%
8/9/2023Lido Advisors LLC24,001$1.21M0.0%-2.7%0.381%
8/8/2023Kestra Private Wealth Services LLC7,032$355K0.0%-15.0%0.112%
8/7/2023Lincoln National Corp37,137$1.88M0.0%-1.8%0.589%
8/4/2023Envestnet Asset Management Inc.966,721$48.87M0.0%+8.2%15.345%
8/4/2023IFP Advisors Inc987$32K0.0%-37.3%0.016%
8/4/2023Adviser Investments LLC15,987$808K0.0%-42.2%0.254%
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8/3/2023Atria Wealth Solutions Inc.4,680$237K0.0%N/A0.074%
8/3/2023Great Lakes Retirement Inc.329,455$16.65M2.9%N/A5.229%
7/31/2023LPL Financial LLC19,608$991K0.0%-21.6%0.338%
7/31/2023Smith Chas P & Associates PA Cpas274,208$13.86M0.9%-5.3%4.728%
7/31/2023BMS Financial Advisors LLC5,654$286K0.2%-81.1%0.097%
7/28/2023Independent Advisor Alliance21,464$1.09M0.0%-0.9%0.370%
7/24/2023OmniStar Financial Group Inc.21,590$1.09M1.3%N/A0.372%
7/21/2023Sequent Asset Management LLC41,440$2.10M2.3%+0.5%0.714%
7/20/2023 Hoxton Planning & Management LLC6,735$340K0.2%N/A0.116%
7/19/2023Weaver Consulting Group4,131$209K0.1%N/A0.071%
(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, 89 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($119.93M), Envestnet Asset Management Inc. ($54.85M), Osaic Holdings Inc. ($25.68M), Kestra Advisory Services LLC ($24.31M), Great Lakes Retirement Inc. ($14.47M), GUNN & Co INVESTMENT MANAGEMENT INC. ($14.01M), and Advisor Group Holdings Inc. ($13.45M).Learn more on FQAL's institutional investors.

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

Of the 76 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. ($873.89K), Commonwealth Equity Services LLC ($487.49K), Kestra Advisory Services LLC ($334.21K), Great Lakes Retirement Inc. ($329.46K), Osaic Holdings Inc. ($258.92K), and GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K).

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

Institutional investors have bought a total of 6,106,364 shares in the last 24 months. This purchase volume represents approximately $319.13M in transactions.

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

Of the 45 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 ($352.63K), Envestnet Asset Management Inc. ($206.24K), Allworth Financial LP ($118.71K), Kestra Advisory Services LLC ($66.90K), Altfest L J & Co. Inc. ($51.10K), Great Lakes Retirement Inc. ($47.80K), and Smith Chas P & Associates PA Cpas ($39.94K).

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

Institutional investors have sold a total of 1,207,274 shares in the last 24 months. This volume of shares sold represents approximately $57.78M in transactions.


This page (NYSEARCA:FQAL) was last updated on 4/18/2024 by MarketBeat.com Staff

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