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Get Institutions for : 
Fidelity Quality Factor Etf (FQAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    5
Total shares held : 
 4,474,443  
% of shares held : 
 49.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 955,977  
% of shares held change : 
   10.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 19,506
 0.44%
 
Increased Positions :
31
 1,243,611
 27.79%
 
Unchanged Positions :
13
 66,407
 1.48%
 
Decreased Positions :
20
-230,471
-5.15%
 
Closed Positions :
10
-76,669
-1.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Great Lakes Retirement Inc. 9 - 2024-03-31 260,692 $15,366,000 -5,503
   SMITH CHAS P & ASSOCIATES PA CPAS 32 - 2024-03-31 249,806 $14,724,000 -7,942
   Advisor Group Holdings Inc. 555 - 2024-03-31 224,959 $13,262,000 -43,231
   COMMONWEALTH EQUITY SERVICES LLC. 873 - 2024-03-31 143,053 $8,432,000 -79,300
   Sunbelt Securities Inc. 31 - 2024-03-31 95,859 $5,650,000 -5,840
   LVZ Advisors Inc. 29 - 2024-03-31 39,219 $2,312,000 -2,281
   HANSON MCCLAIN, INC. 301 - 2024-03-31 38,050 $2,243,000 -1,654
   SEQUENT ASSET MANAGEMENT, LLC 14 - 2024-03-31 34,465 $2,032,000 -6,975
   Ahrens Investment Partners LLC 27 - 2023-03-31 36,820 $1,747,000 -4,732
   MORGAN STANLEY 4520 - 2023-12-31 30,156 $1,639,000 -8,267
   Goss Wealth Management LLC 728 - 2023-12-31 29,195 $1,614,000 -800
   KCS Wealth Advisory 45 - 2023-09-30 30,523 $1,505,000 -29,043
   ARGI INVESTMENT SERVICES, LLC 219 - 2022-12-31 29,116 $1,293,000 -295
   HPM Partners LLC - 2023-12-31 22,788 $1,238,000 -2,777
   Lido Advisors LLC 477 - 2023-12-31 22,770 $1,237,000 -798
   Independent Advisor Alliance 293 - 2024-03-31 20,000 $1,179,000 -791
   J P MORGAN CHASE & CO 3354 - 2024-03-31 17,270 $1,018,000 -957
   OmniStar Financial Group Inc. 29 - 2024-03-31 17,053 $1,005,000 -4,885
   MARINER WEALTH ADVISORS, LLC 1522 - 2023-12-31 16,126 $876,000 -1,113
   ALTFEST L J & CO INC 131 - 2024-03-31 13,768 $812,000 -88
   Adviser Investments LLC 349 - 2024-03-31 11,960 $705,000 -2,874
   GUNN & Co INVESTMENT MANAGEMENT INC. 40 - 2024-03-31 11,667 $688,000 -246,081
   True Wealth Design LLC 101 - 2023-12-31 10,644 $578,000 -2,147
   KESTRA PRIVATE WEALTH SERVICES LLC 943 - 2024-03-31 5,950 $351,000 -1,177
   Navalign LLC 102 - 2024-03-31 5,632 $332,000 -2,534
   BMS Financial Advisors LLC 96 - 2023-06-30 5,654 $286,000 -24,331
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2891 - 2024-03-31 4,522 $267,000 -23
   Colony Family Offices LLC 61 - 2024-03-31 3,684 $217,000 -37
   MERCER GLOBAL ADVISORS INC /ADV 1968 - 2023-12-31 36,840 $37,000 -140
  29 Records found
  1    
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