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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 954k | $54M | 44% | Mar 2024 |
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| FMR | 829k | $47M | 94% | Mar 2024 |
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| Jpmorgan Chase & Co | 773k | $44M | 5% | Mar 2024 |
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| Goodwin Investment Advisory | 765k | $44M | 6% | Mar 2024 |
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| Commonwealth Equity Services | 648k | $37M | 35% | Mar 2024 |
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| Thrivent Financial for Lutherans | 518k | $30M | 433% | Mar 2024 |
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| Personal Resources Investment & Strategic Management | 448k | $26M | 2% | Mar 2024 |
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| Advisor Group Holdings | 365k | $21M | -24% | Mar 2024 |
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| Morgan Stanley | 230k | $13M | 127% | Mar 2024 |
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| Royal Bank of Canada | 225k | $13M | 8% | Mar 2024 |
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| Custos Family Office | 222k | $13M | 1% | Mar 2024 |
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| Bank of America Corporation | 204k | $12M | 4% | Mar 2024 |
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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 | 120k | $6.8M | -2% | Mar 2024 |
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| LPL Financial | 115k | $6.5M | 97% | Mar 2024 |
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| Condor Capital Management | 91k | $5.2M | 5% | Mar 2024 |
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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 | 62k | $3.5M | -4% | Mar 2024 |
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| Altfest L J & Co | 57k | $3.3M | 5% | Mar 2024 |
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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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| Orion Portfolio Solutions | 47k | $2.7M | -17% | Mar 2024 |
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| PFG Advisors | 44k | $2.5M | 35% | Mar 2024 |
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| LVZ Advisors | 41k | $2.3M | -6% | Mar 2024 |
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| Mutual Advisors | 39k | $2.2M | -6% | Mar 2024 |
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| Kestra Private Wealth Services | 34k | $1.9M | -23% | Mar 2024 |
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| Primoris Wealth Advisors | 33k | $1.9M | 15% | Mar 2024 |
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| ValMark Advisers | 30k | $1.7M | 0% | Mar 2024 |
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| Atria Wealth Solutions | 24k | $1.3M | 50% | Mar 2024 |
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| Huntington Asset Advisors | 21k | $1.2M | -28% | Mar 2024 |
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| Sigma Planning | 19k | $1.1M | 123% | Mar 2024 |
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| Americana Partners | 18k | $1.0M | -33% | Mar 2024 |
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| Harwood Advisory | 18k | $1.0M | -6% | Mar 2024 |
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| Samalin Investment Counsel | 15k | $839k | -31% | Mar 2024 |
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| Executive Wealth Management | 14k | $780k | 5% | Mar 2024 |
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| Spectrum Investment Advisors | 13k | $723k | 5% | Mar 2024 |
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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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| Susquehanna International | 11k | $648k | -71% | Mar 2024 |
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| Hanson McClain Advisors | 11k | $602k | 0% | Mar 2024 |
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| Goss Wealth Management | 10k | $587k | 0% | Mar 2024 |
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| Citadel Advisors | 10k | $587k | 100% | Mar 2024 |
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| Principal Securities | 10k | $572k | -8% | Mar 2024 |
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| Certified Advisory Corp | 9.7k | $554k | 0% | Mar 2024 |
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| Clarity Capital Partners | 9.7k | $551k | 109% | Mar 2024 |
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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 | 9.0k | $514k | 3% | Mar 2024 |
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| Hoxton Planning & Management | 8.7k | $495k | 0% | Mar 2024 |
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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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| 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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| Lincoln National | 5.3k | $303k | 5% | Mar 2024 |
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| Private Advisor | 5.0k | $286k | 100% | Mar 2024 |
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| Advisory Services Network | 5.0k | $283k | 0% | Mar 2024 |
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| Avaii Wealth Management | 4.8k | $271k | -5% | Mar 2024 |
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| CFO4Life | 4.7k | $269k | -21% | Mar 2024 |
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| Thoroughbred Financial Services | 4.7k | $265k | 100% | Mar 2024 |
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| Landaas & Co | 4.6k | $260k | 0% | Mar 2024 |
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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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| Envestnet Portfolio Solutions | 4.1k | $236k | -92% | Mar 2024 |
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| NewEdge Wealth | 4.1k | $223k | 0% | Mar 2024 |
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| LJI Wealth Management | 3.9k | $224k | 100% | Mar 2024 |
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| Childress Capital Advisors | 3.7k | $213k | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 3.7k | $212k | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 3.6k | $207k | -33% | 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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| Northwestern Mutual Wealth Management Company | 3.1k | $175k | -18% | Mar 2024 |
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| Assetmark | 2.9k | $165k | 4% | Mar 2024 |
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| Clarity Asset Management | 2.5k | $144k | 0% | Mar 2024 |
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| Brian McDonald | 2.2k | $125k | 34% | Mar 2024 |
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| Citigroup | 2.1k | $117k | 0% | Mar 2024 |
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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 | 897.00 | $51k | 0% | Mar 2024 |
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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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| 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 | 223.00 | $13k | 0% | Mar 2024 |
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| Qube Research & Technologies | 221.00 | $13k | 100% | Mar 2024 |
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| Atlas Capital Advisors | 180.00 | $10k | 0% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 80.00 | $4.6k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 52.00 | $3.0k | 0% | Mar 2024 |
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| Farther Finance Advisors | 32.00 | $1.8k | 0% | Mar 2024 |
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| Zrc Wealth Management | 18.00 | $1.0k | 100% | Mar 2024 |
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| Harbour Investments | 1.00 | $53.000000 | 100% | Dec 2023 |
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| Wells Fargo & Company | 0 | $0 | -100% | Mar 2024 |
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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 |
| Ethos Financial Group | Dec 2023 | 14k | $721k |
| HPM Partners | Dec 2023 | 13k | $681k |
| Fischer Investment Strategies | Sep 2023 | 5.2k | $249k |
| Meridian Wealth Management | Dec 2023 | 5.2k | $275k |
| Orin Green Financial | Dec 2023 | 4.0k | $212k |
| Resurgent Financial Advisors | Dec 2023 | 400.00 | $21k |