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Fidelity qlty fctor etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Fidelity qlty fctor etf (FQAL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Fidelity qlty fctor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity qlty fctor etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity qlty fctor etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 2.6k 75.59
2025-06-30 $162k 2.3k 69.62

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Top funds holding Fidelity qlty fctor etf

FMR
Envestnet Asset Management
Orgel Wealth Management
Kestra Advisory Services
High Probability Advisors
Jpmorgan Chase & Co
Great Lakes Retirement
Chas. P. Smith & Associates, PA, CPA's
Cetera Investment Advisers
Beacon Financial
Commonwealth Equity Services
Advisor Group Holdings
Sagespring Wealth Partners
Sunbelt Securities
Principal Securities

View all funds holding Fidelity qlty fctor etf