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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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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 2.2M | $137M | 144% | Dec 2024 |
|
| Dynasty Wealth Management | 2.0M | $126M | -43% | Dec 2024 |
|
| Envestnet Asset Management | 1.1M | $70M | -1% | Dec 2024 |
|
| Commonwealth Equity Services | 908k | $56M | 1% | Dec 2024 |
|
| FMR | 854k | $53M | 1% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 572k | $36M | -1% | Dec 2024 |
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| High Probability Advisors | 378k | $23M | 4% | Mar 2025 |
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| Custos Family Office | 321k | $20M | 5% | Dec 2024 |
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| Advisor Group Holdings | 243k | $15M | -3% | Dec 2024 |
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| Goodwin Investment Advisory | 190k | $12M | -77% | Dec 2024 |
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| LPL Financial | 190k | $12M | 34% | Dec 2024 |
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| Royal Bank of Canada | 164k | $10M | 3% | Dec 2024 |
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| Dynamic Advisors Solutions | 161k | $9.9M | -2% | Dec 2024 |
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| MAI Wealth Advisors | 152k | $9.3M | 100% | Dec 2024 |
|
| Bank of America Corporation | 148k | $9.1M | 7% | Dec 2024 |
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| Kestra Advisory Services | 147k | $9.1M | 14% | Dec 2024 |
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| Cetera Investment Advisers | 117k | $7.2M | 9% | Dec 2024 |
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| Creative Planning | 116k | $7.1M | -2% | Dec 2024 |
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| Condor Capital Management | 104k | $6.4M | 4% | Dec 2024 |
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| Forbes Financial Planning | 101k | $6.2M | 1% | Dec 2024 |
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| Personal Resources Investment & Strategic Management | 93k | $5.7M | -42% | Dec 2024 |
|
| AE Wealth Management | 89k | $5.5M | 8% | Dec 2024 |
|
| Kestra Private Wealth Services | 86k | $5.3M | 169% | Dec 2024 |
|
| Morgan Stanley | 78k | $4.8M | -6% | Dec 2024 |
|
| Vantage Financial Partners | 68k | $4.2M | 42% | Dec 2024 |
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| Cedar Point Capital Partners | 52k | $3.2M | 2% | Dec 2024 |
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| Bouvel Investment Partners | 48k | $3.0M | -4% | Dec 2024 |
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| Altfest L J & Co | 48k | $2.9M | -9% | Dec 2024 |
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| PFG Advisors | 45k | $2.8M | -6% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 38k | $2.3M | 3% | Dec 2024 |
|
| Sax Wealth Advisors | 33k | $2.0M | 100% | Dec 2024 |
|
| Citadel Advisors | 33k | $2.0M | 55% | Dec 2024 |
|
| Primoris Wealth Advisors | 32k | $1.9M | -4% | Dec 2024 |
|
| Cyndeo Wealth Partners | 32k | $1.9M | -13% | Dec 2024 |
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| Orion Portfolio Solutions | 28k | $1.7M | -28% | Dec 2024 |
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| Atria Wealth Solutions | 26k | $1.6M | -21% | Dec 2024 |
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| ValMark Advisers | 26k | $1.6M | -2% | Dec 2024 |
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| Two Sigma Investments | 24k | $1.4M | -7% | Dec 2024 |
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| Rockefeller Capital Management | 23k | $1.4M | 1% | Dec 2024 |
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| Susquehanna International | 23k | $1.4M | 155% | Dec 2024 |
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| Envestnet Portfolio Solutions | 22k | $1.4M | 38% | Dec 2024 |
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| Sigma Planning | 20k | $1.2M | -5% | Dec 2024 |
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| Raymond James Financial | 19k | $1.2M | 100% | Dec 2024 |
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| Montis Financial | 17k | $1.0M | 100% | Dec 2024 |
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| Quotient Wealth Partners | 17k | $1.0M | 77% | Dec 2024 |
|
| Samalin Investment Counsel | 14k | $889k | -3% | Dec 2024 |
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| Spectrum Investment Advisors | 14k | $857k | 4% | Dec 2024 |
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| Clarity Capital Partners | 13k | $785k | 20% | Dec 2024 |
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| Thoroughbred Financial Services | 13k | $766k | 32% | Dec 2024 |
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| Executive Wealth Management | 12k | $730k | -13% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 11k | $664k | -2% | Mar 2025 |
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| Ameritas Advisory Services | 10k | $638k | 2% | Dec 2024 |
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| Hanson McClain Advisors | 9.3k | $592k | -14% | Dec 2024 |
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| Americana Partners | 9.0k | $555k | -12% | Dec 2024 |
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| Atomi Financial Group | 8.9k | $548k | 4% | Dec 2024 |
|
| Fairvoy Private Wealth | 8.9k | $547k | 100% | Dec 2024 |
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| Jones Financial Companies, L.L | 8.8k | $539k | 78% | Dec 2024 |
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| Sunbelt Securities | 8.6k | $531k | -7% | Dec 2024 |
|
| J.w. Cole Advisors | 8.1k | $496k | -1% | Dec 2024 |
|
| Goss Wealth Management | 7.7k | $475k | 8% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 7.5k | $462k | 1% | Dec 2024 |
|
| Private Advisor | 7.3k | $449k | 0% | Dec 2024 |
|
| HPM Partners | 7.1k | $435k | 0% | Dec 2024 |
|
| Principle Wealth Partners | 6.2k | $379k | 0% | Dec 2024 |
|
| LaSalle St. Investment Advisors | 6.0k | $370k | 100% | Dec 2024 |
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| CoreCap Advisors | 5.9k | $364k | -2% | Dec 2024 |
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| Sequoia Financial Advisors | 5.9k | $363k | 0% | Dec 2024 |
|
| Mml Investors Services | 5.7k | $349k | -20% | Dec 2024 |
|
| Global Retirement Partners | 5.6k | $347k | 228% | Dec 2024 |
|
| PUREfi Wealth | 5.3k | $328k | 100% | Dec 2024 |
|
| Kovack Advisors | 5.2k | $317k | 9% | Dec 2024 |
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| Gwn Securities | 5.0k | $309k | 100% | Dec 2024 |
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| Foguth Wealth Management | 5.0k | $320k | -10% | Dec 2024 |
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| Integrated Wealth Concepts | 4.8k | $293k | 5% | Dec 2024 |
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| Signal Advisors Wealth | 4.7k | $280k | -7% | Mar 2025 |
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| Avaii Wealth Management | 4.6k | $273k | -1% | Mar 2025 |
|
| Advisory Services Network | 4.4k | $269k | -10% | Dec 2024 |
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| CFO4Life | 4.3k | $262k | -8% | Dec 2024 |
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| Wood Tarver Financial Group | 4.1k | $251k | 100% | Dec 2024 |
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| NewEdge Wealth | 4.1k | $250k | 0% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 3.9k | $242k | 12% | Dec 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.9k | $242k | -1% | Dec 2024 |
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| Childress Capital Advisors | 3.7k | $229k | 0% | Dec 2024 |
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| Strategic Blueprint | 3.7k | $227k | 0% | Dec 2024 |
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| Mariner Wealth Advisors | 3.6k | $223k | -3% | Dec 2024 |
|
| Certified Advisory Corp | 3.5k | $216k | 0% | Dec 2024 |
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| Foundations Investment Advisors | 3.4k | $210k | 100% | Dec 2024 |
|
| Glen Eagle Advisors | 2.9k | $175k | 0% | Dec 2024 |
|
| Principal Securities | 2.8k | $169k | -32% | Dec 2024 |
|
| Assetmark | 2.7k | $169k | 3% | Dec 2024 |
|
| Cullen Frost Bankers | 2.7k | $165k | 154% | Dec 2024 |
|
| Kestra Investment Management | 2.4k | $149k | 100% | Dec 2024 |
|
| Clarity Asset Management | 2.3k | $140k | 0% | Dec 2024 |
|
| Capital Investment Counsel | 2.2k | $137k | 100% | Dec 2024 |
|
| Brian McDonald | 2.2k | $134k | 0% | Dec 2024 |
|
| Citigroup | 2.1k | $126k | 0% | Dec 2024 |
|
| AdvisorNet Financial | 1.2k | $74k | 85% | Mar 2025 |
|
| Vermillion & White Wealth Management Group | 702.00 | $43k | 2% | Dec 2024 |
|
| CNB Bank | 686.00 | $42k | 0% | Dec 2024 |
|
| Founders Financial Alliance | 659.00 | $41k | 0% | Dec 2024 |
|
| Wells Fargo & Company | 378.00 | $22k | 100% | Dec 2024 |
|
| CWM | 331.00 | $20k | 100% | Dec 2024 |
|
| O'shaughnessy Asset Management | 271.00 | $17k | 100% | Dec 2024 |
|
| Atlas Capital Advisors | 264.00 | $16k | 0% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 245.00 | $15k | 0% | Mar 2025 |
|
| Geneos Wealth Management | 223.00 | $14k | 0% | Dec 2024 |
|
| William Blair $ Company | 200.00 | $12k | 100% | Dec 2024 |
|
| Qube Research & Technologies | 153.00 | $9.4k | 0% | Dec 2024 |
|
| Farther Finance Advisors | 87.00 | $5.2k | 172% | Mar 2025 |
|
| Federation des caisses Desjardins du Quebec | 80.00 | $4.9k | 0% | Dec 2024 |
|
| PSI Advisors | 56.00 | $3.4k | 0% | Dec 2024 |
|
| Steward Partners Investment Advisory | 52.00 | $3.2k | 0% | Dec 2024 |
|
| Spire Wealth Management | 42.00 | $2.6k | -63% | Dec 2024 |
|
| Zrc Wealth Management | 18.00 | $1.1k | 0% | Mar 2025 |
|
| Capital A Wealth Management | 12.00 | $738.000000 | 100% | Dec 2024 |
|
Who sold out of Fidelity vlu factor etf?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Colony | Sep 2024 | 171k | $8.1M |
| Fischer Investment Strategies | Sep 2024 | 126k | $7.6M |
| Unique Wealth | Dec 2024 | 53k | $3.3M |
| Patriot Financial Group Insurance Agency | Dec 2024 | 46k | $2.8M |
| Mutual Advisors | Sep 2024 | 34k | $2.1M |
| Landaas & Co | Sep 2024 | 4.6k | $276k |
| LJI Wealth Management | Sep 2024 | 3.9k | $238k |
| FTB Advisors | Sep 2024 | 3.5k | $214k |
| Parkside Financial Bank & Trust | Sep 2024 | 272.00 | $17k |