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Fidelity Value Factor ETF (FVAL) Institutional Ownership

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$55.16
-0.55 (-0.99%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$115.89M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$50.77M
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FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.72,372$4.13M0.0%-0.7%0.521%
4/24/2024 Childress Capital Advisors LLC3,727$213K0.1%N/A0.027%
4/23/2024 Rational Advisors LLC21,393$1.22M0.1%N/A0.154%
4/22/2024 Altfest L J & Co. Inc.57,218$3.26M0.5%+5.3%0.412%
4/17/2024 Foguth Wealth Management LLC.6,393$365K0.2%N/A0.062%
4/17/2024 Vicus Capital4,417$252K0.0%-8.6%0.043%
4/16/2024 Indiana Trust & Investment Management CO1,677$96K0.0%N/A0.016%
4/16/2024 Bouvel Investment Partners LLC50,422$2.88M1.2%-0.9%0.487%
4/12/2024 Dynamic Advisor Solutions LLC183,866$10.49M0.4%+6.8%1.776%
4/12/2024 Traynor Capital Management Inc.46,878$2.67M0.2%-15.8%0.453%
4/10/2024 Signal Advisors Wealth LLC6,393$365K0.1%+59.1%0.062%
4/9/2024 Halpern Financial Inc.177,079$10.02M2.9%-2.5%1.711%
4/5/2024 Prism Advisors Inc.448,153$25.57M7.7%+1.8%4.330%
2/20/2024Clarity Capital Partners LLC4,622$245K0.2%N/A0.045%
2/16/2024Clarity Asset Management Inc.2,510$133K0.1%N/A0.024%
2/12/2024Condor Capital Management87,030$4.61M0.5%+4.2%0.841%
2/9/2024Orion Portfolio Solutions LLC56,507$2.99M0.0%-1.4%0.546%
2/9/2024 Cambridge Investment Research Advisors Inc.72,862$3.86M0.0%+4.1%0.704%
2/8/2024Meridian Wealth Management LLC5,180$275K0.0%N/A0.050%
2/7/2024Envestnet Portfolio Solutions Inc.53,806$2.85M0.0%+134.6%0.520%
2/7/2024Spectrum Investment Advisors Inc.12,046$638K0.5%N/A0.116%
2/7/2024Principal Securities Inc.10,856$575K0.0%N/A0.105%
2/7/2024Ethos Financial Group LLC13,608$721K0.2%N/A0.131%
2/7/2024Darwin Wealth Management LLC19,160$1.02M0.3%-15.8%0.185%
2/6/2024Commonwealth Equity Services LLC481,065$25.50M0.0%+4.4%4.648%
2/5/2024Kestra Private Wealth Services LLC43,705$2.32M0.1%-22.9%0.422%
2/5/2024Silver Oak Securities Incorporated893$47K0.0%N/A0.009%
2/5/2024 Principle Wealth Partners LLC6,167$327K0.0%+5.7%0.060%
2/3/2024Cedar Point Capital Partners LLC47,347$2.51M2.1%N/A0.457%
2/2/2024Atria Wealth Solutions Inc.15,720$833K0.0%-9.2%0.152%
2/1/2024 Prism Advisors Inc.440,441$23.34M7.5%-1.7%4.255%
2/1/2024Sigma Planning Corp8,550$453K0.0%-42.3%0.083%
1/31/2024J.W. Cole Advisors Inc.7,594$402K0.0%-7.0%0.073%
1/31/2024Goodwin Investment Advisory722,951$38.32M19.9%+6.4%6.985%
1/29/2024NewEdge Wealth LLC4,065$215K0.0%N/A0.039%
1/26/2024Cerity Partners LLC12,850$681K0.0%N/A0.124%
1/26/2024Executive Wealth Management LLC13,006$689K0.1%-3.7%0.126%
1/26/2024Sequoia Financial Advisors LLC5,800$307K0.0%N/A0.056%
1/25/2024 Strategic Blueprint LLC4,144$220K0.0%N/A0.040%
1/24/2024Allworth Financial LP10,532$558K0.0%-2.1%0.102%
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1/23/2024 LVZ Inc.43,186$2.29M0.3%N/A0.417%
1/22/2024 First Citizens Bank & Trust Co.53,701$2.85M0.1%+113.7%0.519%
1/19/2024 AdvisorNet Financial Inc658$35K0.0%N/A0.006%
1/19/2024PFG Advisors32,442$1.72M0.1%+5.0%0.313%
1/19/2024 Halpern Financial Inc.181,629$9.53M3.0%-5.9%1.755%
1/19/2024Patriot Financial Group Insurance Agency LLC45,900$2.43M0.5%+6.2%0.443%
1/18/2024 Traynor Capital Management Inc.55,703$2.95M0.3%N/A0.538%
1/18/2024 Altfest L J & Co. Inc.54,360$2.88M0.4%-0.8%0.525%
1/16/2024Custos Family Office LLC219,822$11.65M6.1%+13.9%2.124%
1/12/2024Mutual Advisors LLC41,913$2.22M0.1%+21.2%0.405%
1/11/2024 Bouvel Investment Partners LLC50,896$2.70M1.3%+0.5%0.492%
1/11/2024 Dynamic Advisor Solutions LLC172,175$9.01M0.3%+4.5%1.664%
11/16/2023Creative Planning118,712$5.68M0.0%+3.2%1.147%
11/14/2023Samalin Investment Counsel LLC21,166$1.01M0.6%+69.8%0.205%
11/14/2023Mutual Advisors LLC34,590$1.66M0.1%+3.5%0.334%
11/13/2023Certified Advisory Corp9,702$464K0.1%-5.7%0.094%
11/13/2023FMR LLC427,775$20.47M0.0%+88.6%4.133%
11/13/2023Envestnet Asset Management Inc.661,351$31.65M0.0%+18.2%6.390%
11/13/2023Envestnet Portfolio Solutions Inc.22,936$1.10M0.0%N/A0.222%
11/13/2023Kestra Advisory Services LLC135,460$6.48M0.1%+6.9%1.309%
11/8/2023Atria Wealth Solutions Inc.17,318$829K0.0%+2.1%0.167%
11/8/2023Forbes Financial Planning Inc.58,767$2.81M3.0%N/A0.568%
11/8/2023Valmark Advisers Inc.30,296$1.45M0.0%-6.8%0.293%
11/8/2023Kestra Private Wealth Services LLC56,652$2.71M0.1%-3.7%0.547%
11/7/2023Americana Partners LLC27,588$1.32M0.1%-19.9%0.267%
11/7/2023Goodwin Investment Advisory679,681$32.52M19.2%+2.0%6.567%
11/7/2023Darwin Wealth Management LLC22,758$1.09M0.3%-3.0%0.220%
11/7/2023Executive Wealth Management LLC13,509$646K0.1%N/A0.131%
11/6/2023Sigma Planning Corp14,815$709K0.0%N/A0.143%
11/1/2023Orion Portfolio Solutions LLC57,311$2.74M0.0%+0.4%0.554%
10/31/2023Allworth Financial LP10,760$515K0.0%-12.8%0.104%
10/31/2023Primoris Wealth Advisors LLC28,448$1.36M1.6%-1.1%0.275%
10/30/2023 First Citizens Bank & Trust Co.25,131$1.20M0.0%N/A0.243%
10/26/2023 Altfest L J & Co. Inc.54,806$2.62M0.4%-5.5%0.530%
10/24/2023J.W. Cole Advisors Inc.8,164$391K0.0%-6.1%0.079%
10/24/2023 Raymond James Financial Services Advisors Inc.9,784$468K0.0%N/A0.095%
10/24/2023 Cambridge Investment Research Advisors Inc.69,990$3.35M0.0%+15.8%0.676%
10/23/2023Commonwealth Equity Services LLC460,966$22.06M0.0%-8.6%4.454%
10/20/2023Custos Family Office LLC193,052$9.24M6.2%N/A1.865%
10/19/2023Patriot Financial Group Insurance Agency LLC43,219$2.07M0.4%+5.1%0.418%
10/13/2023PFG Advisors30,901$1.48M0.1%+32.9%0.299%
10/12/2023IFP Advisors Inc1,273$61K0.0%+100.5%0.012%
10/11/2023AE Wealth Management LLC60,644$2.90M0.0%+22.5%0.586%
10/11/2023 Dynamic Advisor Solutions LLC164,702$7.88M0.4%+24.2%1.591%
10/11/2023 Bouvel Investment Partners LLC50,619$2.42M1.3%+8.8%0.489%
10/10/2023 Halpern Financial Inc.192,979$9.23M3.2%-0.3%1.865%
9/21/2023 Halpern Financial Inc.193,589$9.51M3.3%-1.7%1.870%
8/21/2023Osaic Holdings Inc.618,966$30.39M0.1%-15.1%5.980%
8/17/2023 Vicus Capital4,832$237K0.0%-78.6%0.047%
8/14/2023Certified Advisory Corp10,293$505K0.1%-55.1%0.099%
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Find out why right here (and see what you can do to get in too with just a few dollars).
8/14/2023Thrivent Financial for Lutherans97,917$4.77M0.0%-2.5%0.946%
8/11/2023Kestra Advisory Services LLC126,771$6.22M0.1%-2.8%1.225%
8/11/2023JPMorgan Chase & Co.680,318$33.40M0.0%+16,963.4%6.573%
8/10/2023Osaic Holdings Inc.618,966$30.39M0.1%-15.1%6.221%
8/10/2023GeoWealth Management LLC1,814$89K0.0%N/A0.018%
8/10/2023Commonwealth Equity Services LLC504,260$24.76M0.1%-3.0%5.068%
8/10/2023Cetera Advisors LLC10,696$525K0.0%+5.3%0.107%
8/10/2023Cetera Advisor Networks LLC12,445$611K0.0%+23.0%0.125%
8/10/2023Cetera Investment Advisers55,097$2.71M0.0%+2.3%0.554%
8/9/2023 Altfest L J & Co. Inc.57,976$2.85M0.4%+9.5%0.583%
(Data available from 1/1/2016 forward)

FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were Goodwin Investment Advisory ($38.32M), JPMorgan Chase & Co. ($33.40M), Envestnet Asset Management Inc. ($31.65M), Advisor Group Holdings Inc. ($31.63M), Osaic Holdings Inc. ($30.39M), Prism Advisors Inc. ($25.57M), and Commonwealth Equity Services LLC ($25.50M).Learn more on FVAL's institutional investors.

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

Of the 89 institutional investors that purchased Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($736.79K), JPMorgan Chase & Co. ($676.33K), FMR LLC ($673.81K), Advisor Group Holdings Inc. ($266.49K), Custos Family Office LLC ($219.82K), CFO4Life Group LLC ($197.61K), and Dynamic Advisor Solutions LLC ($149.46K).

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

Institutional investors have bought a total of 4,607,508 shares in the last 24 months. This purchase volume represents approximately $215.75M in transactions.

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

Of the 44 institutional investors that sold Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Childress Capital Advisors LLC ($343.28K), Envestnet Asset Management Inc. ($300.09K), Commonwealth Equity Services LLC ($237.78K), Altfest L J & Co. Inc. ($226.20K), Osaic Holdings Inc. ($220.65K), Vicus Capital ($95.75K), and Kestra Advisory Services LLC ($75.15K).

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

Institutional investors have sold a total of 1,903,720 shares in the last 24 months. This volume of shares sold represents approximately $89.12M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 4/26/2024 by MarketBeat.com Staff

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