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 |
---|---|---|---|---|---|
Dynasty Wealth Management | 3.6M | $297M | 7018% | Sep 2024 |
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Envestnet Asset Management | 1.1M | $69M | 4% | Sep 2024 |
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Jpmorgan Chase & Co | 915k | $56M | 8% | Sep 2024 |
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Commonwealth Equity Services | 897k | $54M | 26% | Sep 2024 |
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Goodwin Investment Advisory | 823k | $50M | 4% | Sep 2024 |
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Thrivent Financial for Lutherans | 576k | $35M | 11% | Sep 2024 |
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High Probability Advisors | 356k | $22M | 100% | Sep 2024 |
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Custos Family Office | 307k | $19M | 17% | Sep 2024 |
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Advisor Group Holdings | 252k | $15M | -31% | Sep 2024 |
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Colony | 171k | $8.1M | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 163k | $9.9M | 4% | Sep 2024 |
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Personal Resources Investment & Strategic Management | 160k | $9.7M | -64% | Sep 2024 |
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Royal Bank of Canada | 160k | $9.6M | 5% | Sep 2024 |
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Halpern Financial | 156k | $9.4M | -11% | Sep 2024 |
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LPL Financial | 142k | $8.6M | 23% | Sep 2024 |
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Bank of America Corporation | 138k | $8.4M | -8% | Sep 2024 |
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Kestra Advisory Services | 129k | $7.8M | -1% | Sep 2024 |
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Fischer Investment Strategies | 126k | $7.6M | 24% | Sep 2024 |
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Creative Planning | 118k | $7.2M | -1% | Sep 2024 |
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Cetera Investment Advisers | 100k | $5.8M | 5% | Jun 2024 |
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Forbes Financial Planning | 100k | $6.1M | 9% | Sep 2024 |
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Condor Capital Management | 100k | $6.0M | 4% | Sep 2024 |
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AE Wealth Management | 82k | $5.0M | 15% | Sep 2024 |
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Morgan Stanley | 79k | $4.5M | -66% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 55k | $3.3M | 7% | Sep 2024 |
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Altfest L J & Co | 52k | $3.2M | 2% | Sep 2024 |
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Cedar Point Capital Partners | 52k | $3.1M | 1% | Sep 2024 |
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Bouvel Investment Partners | 50k | $3.0M | -1% | Sep 2024 |
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PFG Advisors | 48k | $2.9M | 9% | Sep 2024 |
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Vantage Financial Partners | 48k | $2.9M | 107% | Sep 2024 |
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Orion Portfolio Solutions | 39k | $2.3M | -17% | Sep 2024 |
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Cambridge Investment Research Advisors | 37k | $2.2M | -48% | Sep 2024 |
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Cyndeo Wealth Partners | 36k | $2.2M | 0% | Sep 2024 |
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Mutual Advisors | 34k | $2.1M | 2% | Sep 2024 |
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Atria Wealth Solutions | 33k | $2.0M | 7% | Sep 2024 |
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Primoris Wealth Advisors | 33k | $2.0M | -1% | Sep 2024 |
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Unique Wealth | 33k | $2.0M | 100% | Sep 2024 |
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Kestra Private Wealth Services | 32k | $1.9M | 13% | Sep 2024 |
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ValMark Advisers | 27k | $1.6M | -5% | Sep 2024 |
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Rockefeller Capital Management | 22k | $1.3M | 51% | Jun 2024 |
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Citadel Advisors | 21k | $1.3M | 100% | Sep 2024 |
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Sigma Planning | 20k | $1.2M | 3% | Sep 2024 |
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Harwood Advisory | 19k | $1.2M | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 16k | $978k | 64% | Sep 2024 |
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Executive Wealth Management | 14k | $831k | 100% | Sep 2024 |
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Spectrum Investment Advisors | 13k | $810k | 5% | Sep 2024 |
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Wealth Enhancement Advisory Services | 11k | $650k | -1% | Jun 2024 |
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Raymond James Financial Services Advisors | 11k | $684k | 30% | Sep 2024 |
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Hanson McClain Advisors | 11k | $655k | 0% | Sep 2024 |
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Clarity Capital Partners | 11k | $644k | 7% | Sep 2024 |
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Goss Wealth Management | 11k | $612k | 3% | Jun 2024 |
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Americana Partners | 10k | $622k | 0% | Sep 2024 |
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Ameritas Advisory Services | 10k | $614k | -23% | Sep 2024 |
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Thoroughbred Financial Services | 9.5k | $573k | 17% | Sep 2024 |
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Quotient Wealth Partners | 9.4k | $569k | 29% | Sep 2024 |
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Sunbelt Securities | 9.3k | $561k | 1% | Sep 2024 |
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Susquehanna International | 8.9k | $540k | -53% | Sep 2024 |
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Raymond James & Associates | 8.9k | $538k | 0% | Sep 2024 |
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Hoxton Planning & Management | 8.7k | $526k | 0% | Sep 2024 |
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Atomi Financial Group | 8.6k | $521k | 29% | Sep 2024 |
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J.w. Cole Advisors | 8.1k | $493k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 7.4k | $449k | 122% | Sep 2024 |
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Private Advisor | 7.3k | $441k | 19% | Sep 2024 |
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Mml Investors Services | 7.1k | $429k | -1% | Sep 2024 |
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HPM Partners | 7.1k | $428k | 100% | Sep 2024 |
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Principle Wealth Partners | 6.2k | $355k | 0% | Jun 2024 |
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CoreCap Advisors | 6.0k | $366k | 100% | Sep 2024 |
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Sequoia Financial Advisors | 5.9k | $356k | 0% | Sep 2024 |
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Signal Advisors Wealth | 5.6k | $338k | 100% | Sep 2024 |
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Foguth Wealth Management | 5.6k | $337k | -6% | Sep 2024 |
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Jones Financial Companies, L.L | 4.9k | $297k | 100% | Sep 2024 |
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Advisory Services Network | 4.8k | $279k | 0% | Sep 2024 |
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Avaii Wealth Management | 4.8k | $292k | 0% | Sep 2024 |
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Kovack Advisors | 4.7k | $287k | 100% | Sep 2024 |
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CFO4Life | 4.6k | $279k | -2% | Sep 2024 |
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Landaas & Co | 4.6k | $276k | 0% | Sep 2024 |
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Integrated Wealth Concepts | 4.6k | $276k | 22% | Sep 2024 |
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NewEdge Wealth | 4.1k | $246k | 0% | Sep 2024 |
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Principal Securities | 4.0k | $244k | -45% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.0k | $240k | -3% | Sep 2024 |
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LJI Wealth Management | 3.9k | $238k | 0% | Sep 2024 |
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Childress Capital Advisors | 3.7k | $226k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 3.7k | $225k | 4% | Sep 2024 |
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Strategic Blueprint | 3.7k | $223k | -3% | Sep 2024 |
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FTB Advisors | 3.5k | $214k | 100% | Sep 2024 |
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Glass Jacobson Investment Advisors | 3.5k | $213k | 0% | Sep 2024 |
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Certified Advisory Corp | 3.5k | $212k | -64% | Sep 2024 |
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Glen Eagle Advisors | 2.9k | $173k | 0% | Sep 2024 |
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Assetmark | 2.7k | $161k | -7% | Sep 2024 |
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Clarity Asset Management | 2.3k | $138k | 0% | Sep 2024 |
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Brian McDonald | 2.2k | $132k | 0% | Sep 2024 |
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Citigroup | 2.1k | $125k | 0% | Sep 2024 |
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Global Retirement Partners | 1.7k | $104k | 308% | Sep 2024 |
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Cullen Frost Bankers | 1.1k | $64k | 92% | Sep 2024 |
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Vermillion & White Wealth Management Group | 773.00 | $45k | 100% | Jun 2024 |
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CNB Bank | 686.00 | $42k | 0% | Sep 2024 |
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AdvisorNet Financial | 666.00 | $40k | 0% | Sep 2024 |
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Founders Financial Alliance | 659.00 | $40k | 100% | Sep 2024 |
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Parkside Financial Bank & Trust | 272.00 | $17k | -17% | Sep 2024 |
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Atlas Capital Advisors | 264.00 | $16k | 47% | Sep 2024 |
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Geneos Wealth Management | 223.00 | $13k | 0% | Jun 2024 |
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Qube Research & Technologies | 153.00 | $8.8k | -31% | Jun 2024 |
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Spire Wealth Management | 113.00 | $6.8k | 352% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 80.00 | $4.8k | 0% | Sep 2024 |
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PSI Advisors | 56.00 | $3.4k | -8% | Sep 2024 |
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Steward Partners Investment Advisory | 52.00 | $3.0k | 0% | Jun 2024 |
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Farther Finance Advisors | 32.00 | $1.9k | 0% | Sep 2024 |
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Zrc Wealth Management | 18.00 | $1.1k | 0% | Sep 2024 |
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Abound Wealth Management | 5.00 | $310.000000 | 100% | Sep 2024 |
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Huntington National Bank | 2.00 | $120.000000 | 100% | Sep 2024 |
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Who sold out of Fidelity vlu factor etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
LVZ Advisors | Jun 2024 | 37k | $2.1M |
Beaumont Financial Advisors | Jun 2024 | 3.6k | $209k |
Silver Oak Securities | Jun 2024 | 901.00 | $52k |
ORG Partners | Jun 2024 | 150.00 | $8.7k |
Harbour Investments | Jun 2024 | 28.00 | $1.6k |