Who owns Fidelity vlu factor etf?

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Analyze quarterly positions in Fidelity vlu factor etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity vlu factor etf stock

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