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icono de FVAL

Fidelity Value Factor ETF
FVAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Osaic Holdings
1
Osaic Holdings
Arizona
USD 17.9 M +USD 3.72 M +75,585 +25%
High Probability Advisors
2
High Probability Advisors
New York
USD 16.5 M -USD 1.56 M -31,640 -8%
HF
3
Halpern Financial
Virginia
USD 15.9 M -USD 343 k -6,975 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 15.1 M +USD 436 k +8,859 +3%
Childress Capital Advisors
5
Childress Capital Advisors
Texas
USD 12.7 M +USD 2.3 M +46,805 +21%
Fidelity Investments
6
Fidelity Investments
Massachusetts
USD 11 M +USD 1.99 M +40,469 +21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 8.18 M +USD 729 k +14,820 +9%
Kestra Advisory Services
8
Kestra Advisory Services
Texas
USD 6.91 M +USD 46.6 k +947 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 6.83 M +USD 1.1 M +22,469 +19%
LPL Financial
10
LPL Financial
California
USD 6.34 M +USD 1.87 M +37,947 +40%
Creative Planning
11
Creative Planning
Kansas
USD 6.17 M -USD 198 k -4,023 -3%
Bank of America
12
Bank of America
North Carolina
USD 4.64 M -USD 199 k -4,053 -4%
LVZ Inc
13
LVZ Inc
Michigan
USD 3.92 M +USD 238 k +4,831 +6%
Brinker Capital Investments
14
Brinker Capital Investments
Pennsylvania
USD 3.82 M -USD 42.9 M -872,613 -92%
Morgan Stanley
15
Morgan Stanley
New York
USD 3.25 M +USD 537 k +10,931 +19%
Condor Capital Management
16
Condor Capital Management
New Jersey
USD 3.07 M +USD 123 k +2,507 +4%
Kestra Private Wealth Services
17
Kestra Private Wealth Services
Texas
USD 2.88 M -USD 135 k -2,752 -4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
USD 2.3 M +USD 2.37 M +48,199 Nuevas
Bouvel Investment Partners
19
Bouvel Investment Partners
Pennsylvania
USD 2.04 M +USD 59.9 k +1,219 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 1.99 M +USD 1.55 M +31,454 +307%
Lincoln National Corp
21
Lincoln National Corp
Pennsylvania
USD 1.97 M +USD 1.68 M +34,164 +479%
Americana Partners
22
Americana Partners
Texas
USD 1.77 M +USD 1.83 M +37,164 Nuevas
MA
23
Mutual Advisors
Nebraska
USD 1.74 M +USD 213 k +4,341 +14%
Patriot Financial Group Insurance Agency
24
Patriot Financial Group Insurance Agency
Massachusetts
USD 1.66 M +USD 67 k +1,363 +4%
Citadel Advisors
25
Citadel Advisors
Florida
USD 1.09 M +USD 516 k +10,485 +84%
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