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icono de FVAL

Fidelity Value Factor ETF
FVAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Brinker Capital Investments
1
Brinker Capital Investments
Pennsylvania
USD 45.8 M +USD 189 +4 +0%
Citigroup
2
Citigroup
New York
USD 23.2 M +USD 11.8 M +249,382 +107%
High Probability Advisors
3
High Probability Advisors
New York
USD 18.1 M +USD 2.32 M +48,907 +15%
HF
4
Halpern Financial
Virginia
USD 16.4 M -USD 1.52 M -32,155 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 14.8 M +USD 1.92 M +40,645 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
USD 14.4 M +USD 1.46 M +30,754 +11%
Childress Capital Advisors
7
Childress Capital Advisors
Texas
USD 10.6 M +USD 2.35 M +49,584 +29%
Fidelity Investments
8
Fidelity Investments
Massachusetts
USD 9.16 M +USD 3.31 M +69,994 +58%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 7.53 M +USD 573 k +12,113 +8%
Kestra Advisory Services
10
Kestra Advisory Services
Texas
USD 6.92 M +USD 774 k +16,354 +13%
Creative Planning
11
Creative Planning
Kansas
USD 6.41 M +USD 241 k +5,089 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 5.81 M +USD 1.76 M +37,136 +44%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
USD 5.27 M +USD 5.16 M +109,018 Nuevas
Bank of America
14
Bank of America
North Carolina
USD 4.88 M +USD 91.3 k +1,928 +2%
LPL Financial
15
LPL Financial
California
USD 4.57 M +USD 1.26 M +26,655 +39%
LVZ Inc
16
LVZ Inc
Michigan
USD 3.72 M +USD 255 k +5,389 +7%
Kestra Private Wealth Services
17
Kestra Private Wealth Services
Texas
USD 3.03 M -USD 863 k -18,227 -22%
Condor Capital Management
18
Condor Capital Management
New Jersey
USD 2.97 M +USD 34.1 k +720 +1%
Morgan Stanley
19
Morgan Stanley
New York
USD 2.75 M +USD 2.02 M +42,602 +290%
Bouvel Investment Partners
20
Bouvel Investment Partners
Pennsylvania
USD 2 M +USD 4.54 k +96 +0.2%
Patriot Financial Group Insurance Agency
21
Patriot Financial Group Insurance Agency
Massachusetts
USD 1.61 M +USD 324 k +6,841 +26%
MA
22
Mutual Advisors
Nebraska
USD 1.54 M +USD 72.3 k +1,528 +5%
L.J. Altfest & Co
23
L.J. Altfest & Co
New York
USD 1.09 M -USD 19.6 k -415 -2%
AIP
24
Ahrens Investment Partners
Louisiana
USD 1.02 M +USD 4.73 k +100 +0.5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
USD 838 k – – –
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