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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$83.72 -0.70 (-0.83%)
Closing price 04:10 PM Eastern
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$83.72 0.00 (0.00%)
As of 07:30 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)
82
Total
Institutional Inflows
(last 12 months)
$203.21M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$28.86M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.18,353$1.49M0.0%+1.3%0.107%
9/23/2026 Envestnet Asset Management Inc.1,373,752$111.77M0.0%+3.8%8.034%
9/11/2026 Smith Chas P & Associates PA Cpas177,382$14.43M0.7%-1.6%1.031%
9/9/2026 NewEdge Advisors LLC26,850$2.19M0.0%+2.6%0.156%
9/9/2026 IFP Advisors Inc15,838$1.29M0.0%+7.6%0.092%
9/8/2026 Allworth Financial LP38,872$3.16M0.0%+0.8%0.226%
9/2/2026 Citadel Advisors LLC14,967$1.22M0.0%-66.7%0.087%
8/23/2026 Unique Wealth LLC34,032$2.77M0.3%-6.5%0.198%
8/22/2026 TD Waterhouse Canada Inc.11,236$913K0.0%+2.4%0.065%
8/20/2026 Orgel Wealth Management LLC885,647$72.06M1.4%-1.6%5.149%
7/9/2026 Atlas Brown Inc.7,127$580K0.2%-8.6%0.041%
7/9/2026 Breakwater Capital Group15,308$1.25M0.1%+19.2%0.088%
7/8/2026 Midwest Financial Network LLC3,187$259K0.2%-43.3%0.018%
7/7/2026 Canandaigua National Bank & Trust Co.4,296$350K0.0%N/A0.025%
6/4/2026 Midwest Financial Network LLC5,618$408K0.3%N/A0.032%
6/3/2026 NewEdge Advisors LLC26,161$1.90M0.0%-4.7%0.149%
5/19/2026 Western Wealth Management LLC627$46K0.0%N/A0.004%
5/19/2026 NewEdge Advisors LLC26,151$1.90M0.0%-4.8%0.149%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada2,782$202K0.0%+11.7%0.016%
5/16/2026 Glen Eagle Advisors LLC8,691$631K0.1%-6.5%0.050%
5/14/2026 Lido Advisors LLC18,898$1.37M0.0%-1.7%0.108%
5/13/2026 Cetera Investment Advisers171,126$12.42M0.0%+2.8%0.978%
5/13/2026 First Trust Advisors LP16,147$1.17M0.0%-4.5%0.092%
5/8/2026 PNC Financial Services Group Inc.1,508$109K0.0%-51.7%0.009%
5/6/2026 Assetmark Inc.587$43K0.0%+120.7%0.003%
5/5/2026 Sigma Planning Corp6,627$481K0.0%-7.8%0.038%
5/2/2026 Valmark Advisers Inc.24,915$1.81M0.0%+24.8%0.142%
5/1/2026 Sovran Advisors LLC14,518$1.14M0.1%N/A0.083%
4/30/2026 Beacon Financial Group139,768$10.15M1.0%-2.4%0.799%
4/30/2026 Kestra Advisory Services LLC899,808$65.33M0.2%+33.6%5.142%
4/28/2026 Bryant Woods Investment Advisors LLC3,808$277K0.1%N/A0.022%
4/27/2026 World Investment Advisors6,625$481K0.0%+10.0%0.038%
4/21/2026 Fullerton Advisors LLC36,675$2.66M2.8%-16.9%0.211%
4/21/2026 RCS Financial Planning LLC6,067$440K0.2%N/A0.035%
4/21/2026 Unique Wealth LLC36,398$2.64M0.4%-15.9%0.209%
4/21/2026 Silver Oak Securities Incorporated25,198$1.83M0.1%-6.2%0.145%
4/20/2026 Kestra Private Wealth Services LLC65,682$4.77M0.1%+4.2%0.377%
4/20/2026 Breakwater Capital Group12,842$932K0.1%+23.3%0.074%
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4/17/2026 Atlas Brown Inc.7,799$566K0.2%+4.1%0.045%
4/16/2026 Quotient Wealth Partners LLC27,553$2M0.1%-22.7%0.157%
3/17/2026 Rockefeller Capital Management L.P.45,474$3.44M0.0%+9.4%0.297%
3/13/2026 World Investment Advisors6,025$455K0.0%N/A0.039%
2/23/2026 MV Capital Management Inc.4,209$318K0.0%N/A0.028%
2/20/2026Sunbelt Securities Inc.109,826$8.30M0.6%+1.5%0.718%
2/18/2026 Mercer Global Advisors Inc. ADV7,293$551K0.0%-15.6%0.048%
2/18/2026 EP Wealth Advisors LLC2,649$200K0.0%N/A0.017%
2/18/2026 NewEdge Advisors LLC27,458$2.08M0.0%-18.1%0.179%
2/18/2026 Hershey Financial Advisers LLC22,335$1.69M1.4%+3.0%0.146%
2/17/2026 Integrated Advisors Network LLC3,040$230K0.0%N/A0.020%
2/17/2026 Cetera Investment Advisers166,482$12.58M0.0%+13.0%1.088%
2/17/2026 Osaic Holdings Inc.125,799$9.51M0.0%-3.8%0.822%
2/17/2026 &PARTNERS9,868$746K0.0%N/A0.064%
2/17/2026 Royal Bank of Canada2,490$188K0.0%-22.4%0.016%
2/16/2026 Glen Eagle Advisors LLC9,293$702K0.1%-10.0%0.061%
2/16/2026 Biondo Investment Advisors LLC25,373$1.92M0.2%+3.2%0.166%
2/13/2026 Kestra Advisory Services LLC673,383$50.90M0.2%+6.3%4.401%
2/13/2026 First Trust Advisors LP16,911$1.28M0.0%+3.1%0.111%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC439$33K0.0%N/A0.003%
2/12/2026 Commonwealth Equity Services LLC149,569$11.31M0.0%+0.8%0.978%
2/12/2026 Great Lakes Retirement Inc.242,244$18.31M1.9%-1.5%1.583%
2/12/2026 Bank of Montreal Can3,914$296K0.0%+8.5%0.026%
2/12/2026 Principal Securities Inc.109,218$8.26M0.1%+3,701.5%0.714%
2/11/2026 Cerity Partners LLC36,312$2.75M0.0%+1.5%0.237%
2/11/2026 LPL Financial LLC86,130$6.51M0.0%+9.0%0.563%
2/11/2026 O Shaughnessy Asset Management LLC1,951$147K0.0%+44.6%0.013%
2/11/2026 JPMorgan Chase & Co.247,976$18.75M0.0%+0.7%1.621%
2/11/2026 J.W. Cole Advisors Inc.13,402$1.01M0.0%+15.7%0.088%
2/11/2026 Avise Financial Cooperative Inc.2,800$212K0.2%N/A0.018%
2/10/2026 ShoreHaven Wealth Partners LLC2,925$221K0.1%N/A0.019%
2/10/2026 Sequent Asset Management LLC32,067$2.42M1.1%+1.6%0.210%
2/10/2026 Northwestern Mutual Wealth Management Co.78,050$5.90M0.0%+200.5%0.510%
2/10/2026 Foundations Investment Advisors LLC17,783$1.34M0.0%-4.0%0.116%
2/9/2026 Smith Chas P & Associates PA Cpas179,903$13.60M0.7%+32.9%1.176%
2/9/2026 Kestra Investment Management LLC4,839$366K0.0%+65.9%0.032%
2/6/2026 IFP Advisors Inc9,130$690K0.0%+121.3%0.060%
2/6/2026 Cullen Frost Bankers Inc.7,557$571K0.0%+3.0%0.049%
2/6/2026 HighTower Advisors LLC7,799$590K0.0%+4.8%0.051%
2/6/2026 Envestnet Portfolio Solutions Inc.17,071$1.29M0.0%+27.6%0.112%
2/5/2026 Elyxium Wealth LLC416$31K0.0%N/A0.003%
2/5/2026 Northwestern Mutual Wealth Management Co.1,624,514$122.80M0.1%+6,154.6%10.618%
2/5/2026 Flavin Financial Services Inc.10,382$785K0.5%-5.6%0.068%
2/5/2026 Allworth Financial LP37,917$2.87M0.0%-2.3%0.248%
2/4/2026 Independent Advisor Alliance17,121$1.29M0.0%-3.1%0.113%
2/3/2026 Foronjy Financial LLC2,936$222K0.1%N/A0.019%
2/2/2026 Fullerton Advisors LLC44,115$3.34M3.3%N/A0.290%
1/30/2026 Strategic Blueprint LLC23,117$1.75M0.1%+33.6%0.152%
1/29/2026 Kestra Private Wealth Services LLC63,011$4.76M0.1%+10.7%0.415%
1/29/2026 High Probability Advisors LLC309,369$23.39M3.1%+2.0%2.035%
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1/27/2026 TD Waterhouse Canada Inc.10,734$811K0.0%+2.9%0.071%
1/26/2026 Keystone Wealth Services LLC51,490$3.89M0.8%+1.7%0.339%
1/26/2026 Valmark Advisers Inc.19,958$1.51M0.0%+21.3%0.131%
1/23/2026 Farther Finance Advisors LLC7,739$585K0.0%+269.8%0.051%
1/23/2026 Capital Investment Counsel Inc2,570$194K0.0%N/A0.017%
1/22/2026 Quotient Wealth Partners LLC35,639$2.69M0.1%-9.0%0.234%
1/21/2026 Prime Capital Investment Advisors LLC15,868$1.20M0.0%+10.1%0.104%
1/20/2026 Savvy Advisors Inc.10,831$819K0.0%+1.7%0.071%
1/16/2026 CRA Financial Services LLC8,200$620K0.1%N/A0.054%
1/15/2026 Silver Oak Securities Incorporated26,853$2.05M0.1%+318.3%0.177%


FQAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 136 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. ($111.77M), Orgel Wealth Management LLC ($72.06M), 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 120 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. ($130.20K), Sagespring Wealth Partners LLC ($120.60K), Principal Securities Inc. ($106.35K), JPMorgan Chase & Co. ($95.66K), and Cetera Investment Advisers ($70.02K).

Institutional investors have bought a total of 2,698,161 shares in the last 24 months. This purchase volume represents approximately $203.21M in transactions.

Of the 40 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 ($100.71K), Orgel Wealth Management LLC ($55.89K), Citadel Advisors LLC ($55.35K), Sunbelt Securities Inc. ($37.66K), Commonwealth Equity Services LLC ($16.40K), Mercer Global Advisors Inc. ADV ($11.92K), and Quotient Wealth Partners LLC ($11.63K).

Institutional investors have sold a total of 383,204 shares in the last 24 months. This volume of shares sold represents approximately $28.86M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FQAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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