Who owns Fidelity vlu factor etf?
- Ticker: FVAL
- CUSIP Number: 316092782
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity vlu factor etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fidelity vlu factor etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jpmorgan Chase & Co | 739k | $39M | 6% | Dec 2023 |
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Goodwin Investment Advisory | 723k | $38M | 6% | Dec 2023 |
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Commonwealth Equity Services | 648k | $37M | 35% | Mar 2024 |
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Advisor Group Holdings | 481k | $26M | -36% | Dec 2023 |
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Personal Resources Investment & Strategic Management | 448k | $26M | 2% | Mar 2024 |
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Custos Family Office | 220k | $12M | 14% | Dec 2023 |
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Royal Bank of Canada | 209k | $11M | 5% | Dec 2023 |
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Bank of America Corporation | 195k | $10M | 68% | Dec 2023 |
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Dynamic Advisors Solutions | 184k | $11M | 7% | Mar 2024 |
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Halpern Financial | 177k | $10M | -3% | Mar 2024 |
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Kestra Advisory Services | 136k | $7.2M | 0% | Dec 2023 |
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Creative Planning | 122k | $6.5M | 3% | Dec 2023 |
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Condor Capital Management | 87k | $4.6M | 4% | Dec 2023 |
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Forbes Financial Planning | 81k | $4.6M | 38% | Mar 2024 |
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Cambridge Investment Research Advisors | 72k | $4.1M | -1% | Mar 2024 |
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AE Wealth Management | 64k | $3.5M | 6% | Dec 2023 |
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Altfest L J & Co | 57k | $3.3M | 5% | Mar 2024 |
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Orion Portfolio Solutions | 57k | $3.0M | -1% | Dec 2023 |
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Envestnet Portfolio Solutions | 54k | $2.9M | 100% | Dec 2023 |
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Bouvel Investment Partners | 50k | $2.9M | -1% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 48k | $2.7M | 5% | Mar 2024 |
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Cedar Point Capital Partners | 47k | $2.5M | 100% | Dec 2023 |
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Traynor Capital Management | 47k | $2.7M | -16% | Mar 2024 |
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Kestra Private Wealth Services | 44k | $2.3M | -23% | Dec 2023 |
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Mutual Advisors | 42k | $2.2M | 21% | Dec 2023 |
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LVZ Advisors | 41k | $2.3M | -6% | Mar 2024 |
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PFG Advisors | 32k | $1.7M | 5% | Dec 2023 |
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ValMark Advisers | 30k | $1.6M | 0% | Dec 2023 |
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Primoris Wealth Advisors | 28k | $1.5M | 0% | Dec 2023 |
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Americana Partners | 28k | $1.5M | 0% | Dec 2023 |
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Huntington Asset Advisors | 21k | $1.2M | -28% | Mar 2024 |
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Harwood Advisory | 19k | $1.0M | -16% | Dec 2023 |
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Atria Wealth Solutions | 16k | $833k | -9% | Dec 2023 |
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Ethos Financial Group | 14k | $721k | 100% | Dec 2023 |
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Executive Wealth Management | 13k | $689k | -4% | Dec 2023 |
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HPM Partners | 13k | $681k | 100% | Dec 2023 |
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Spectrum Investment Advisors | 12k | $638k | 100% | Dec 2023 |
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Rockefeller Capital Management | 11k | $605k | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 11k | $651k | -1% | Mar 2024 |
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Principal Securities | 11k | $575k | 100% | Dec 2023 |
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Hanson McClain Advisors | 11k | $602k | 0% | Mar 2024 |
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Certified Advisory Corp | 9.7k | $516k | 0% | Dec 2023 |
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Raymond James & Associates | 9.6k | $548k | 100% | Mar 2024 |
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Sunbelt Securities | 9.2k | $523k | -1% | Mar 2024 |
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Empirical Asset Management | 8.7k | $463k | -1% | Dec 2023 |
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Hoxton Planning & Management | 8.7k | $495k | 0% | Mar 2024 |
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Sigma Planning | 8.6k | $453k | -42% | Dec 2023 |
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Raymond James Financial Services Advisors | 8.3k | $471k | 100% | Mar 2024 |
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J.w. Cole Advisors | 8.1k | $460k | 6% | Mar 2024 |
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Signal Advisors Wealth | 6.4k | $365k | 100% | Mar 2024 |
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Foguth Wealth Management | 6.4k | $365k | 100% | Mar 2024 |
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Principle Wealth Partners | 6.2k | $352k | 0% | Mar 2024 |
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CFO4Life | 6.0k | $317k | 100% | Dec 2023 |
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Sequoia Financial Advisors | 5.8k | $332k | 0% | Mar 2024 |
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Ameritas Advisory Services | 5.5k | $294k | -38% | Dec 2023 |
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Mariner Wealth Advisors | 5.4k | $285k | 100% | Dec 2023 |
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Lincoln National | 5.1k | $268k | 4% | Dec 2023 |
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Private Advisor | 5.0k | $286k | 100% | Mar 2024 |
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Advisory Services Network | 5.0k | $264k | -2% | Dec 2023 |
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Avaii Wealth Management | 4.8k | $271k | -5% | Mar 2024 |
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Clarity Capital Partners | 4.6k | $245k | 100% | Dec 2023 |
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Landaas & Co | 4.6k | $242k | 0% | Dec 2023 |
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PFG Financial Advisors | 4.4k | $252k | -9% | Mar 2024 |
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Strategic Blueprint | 4.1k | $236k | 0% | Mar 2024 |
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NewEdge Wealth | 4.1k | $215k | 100% | Dec 2023 |
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Orin Green Financial | 4.0k | $212k | 100% | Dec 2023 |
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Childress Capital Advisors | 3.7k | $213k | 100% | Mar 2024 |
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Hartline Investment Corporation | 3.5k | $201k | 100% | Mar 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.5k | $201k | 100% | Mar 2024 |
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Glass Jacobson Investment Advisors | 3.5k | $199k | 0% | Mar 2024 |
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Assetmark | 2.8k | $148k | -2% | Dec 2023 |
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Clarity Asset Management | 2.5k | $133k | 100% | Dec 2023 |
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Citigroup | 2.1k | $109k | 0% | Dec 2023 |
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Richard W. Paul & Associates | 1.7k | $90k | 5% | Dec 2023 |
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Indiana Trust & Investment Management | 1.7k | $96k | 100% | Mar 2024 |
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Silver Oak Securities | 893.00 | $47k | 100% | Dec 2023 |
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Proequities | 700.00 | $40M | 0% | Mar 2024 |
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AdvisorNet Financial | 661.00 | $38k | 0% | Mar 2024 |
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IFP Advisors | 639.00 | $34k | -50% | Dec 2023 |
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Global Retirement Partners | 412.00 | $24k | 190% | Mar 2024 |
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Resurgent Financial Advisors | 400.00 | $21k | 100% | Dec 2023 |
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Parkside Financial Bank & Trust | 325.00 | $19k | -3% | Mar 2024 |
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Spire Wealth Management | 283.00 | $16k | 0% | Mar 2024 |
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Geneos Wealth Management | 222.00 | $12k | 0% | Dec 2023 |
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Atlas Capital Advisors | 180.00 | $10k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 52.00 | $2.8k | 0% | Dec 2023 |
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Farther Finance Advisors | 32.00 | $1.7k | 100% | Dec 2023 |
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Zrc Wealth Management | 18.00 | $1.0k | 100% | Mar 2024 |
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Wells Fargo & Company | 1.00 | $39.000000 | 100% | Dec 2023 |
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Harbour Investments | 1.00 | $53.000000 | 100% | Dec 2023 |
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Who sold out of Fidelity vlu factor etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
First Citizens Bank & Trust | Dec 2023 | 54k | $2.8M |
Fischer Investment Strategies | Sep 2023 | 5.2k | $249k |
Meridian Wealth Management | Dec 2023 | 5.2k | $275k |
Bank Of Montreal | Sep 2023 | 18.00 | $901.999800 |