Free Trial
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free FQAL Stock Alerts

Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$85.07 -0.01 (-0.01%)
Closing price 04:10 PM Eastern
Extended Trading
$85.08 +0.01 (+0.01%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$204.49M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$26.95M
Get FQAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Quality Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FQAL Institutional Buying and Selling by Quarter

Fidelity Quality Factor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Atlas Brown Inc.7,289$607K0.2%N/A0.043%
10/9/2026Breakwater Capital Group18,861$1.57M0.2%+23.2%0.111%
10/8/2026Farther Finance Advisors LLC4,383$365K0.0%-9.7%0.026%
10/7/2026Canandaigua National Bank & Trust Co.4,296$358K0.0%N/A0.025%
10/7/2026Weaver Consulting Group5,029$419K0.1%+16.5%0.030%
9/23/2026Envestnet Portfolio Solutions Inc.18,353$1.49M0.0%+1.3%0.107%
9/23/2026Envestnet Asset Management Inc.1,373,752$111.77M0.0%+3.8%8.034%
9/11/2026Smith Chas P & Associates PA Cpas177,382$14.43M0.7%-1.6%1.031%
9/9/2026NewEdge Advisors LLC26,850$2.19M0.0%+2.6%0.156%
9/9/2026IFP Advisors Inc15,838$1.29M0.0%+7.6%0.092%
9/8/2026Allworth Financial LP38,872$3.16M0.0%+0.8%0.226%
9/2/2026Citadel Advisors LLC14,967$1.22M0.0%-66.7%0.087%
8/23/2026Unique Wealth LLC34,032$2.77M0.3%-6.5%0.198%
8/22/2026TD Waterhouse Canada Inc.11,236$913K0.0%+2.4%0.065%
8/20/2026Orgel Wealth Management LLC885,647$72.06M1.4%-1.6%5.149%
7/9/2026Atlas Brown Inc.7,127$580K0.2%-8.6%0.041%
7/9/2026Breakwater Capital Group15,308$1.25M0.1%+19.2%0.088%
7/8/2026Midwest Financial Network LLC3,187$259K0.2%-43.3%0.018%
7/7/2026Canandaigua National Bank & Trust Co.4,296$350K0.0%N/A0.025%
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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%


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 2,713,435 shares in the last 24 months. This purchase volume represents approximately $204.49M in transactions.

Of the 41 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), Citadel Advisors LLC ($55.35K), Sunbelt Securities Inc. ($37.66K), Orgel Wealth Management LLC ($37.13K), 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 357,536 shares in the last 24 months. This volume of shares sold represents approximately $26.95M 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 10/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel