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icono de FVAL

Fidelity Value Factor ETF
FVAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 36 M +USD 8.01 M +158,592 +29%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
USD 30.9 M -USD 2.37 M -46,870 -7%
Paragon Wealth Strategies
3
Paragon Wealth Strategies
Florida
USD 26.4 M +USD 26.2 M +519,394 Nuevas
Osaic Holdings
4
Osaic Holdings
Arizona
USD 25.3 M +USD 4.65 M +92,051 +23%
High Probability Advisors
5
High Probability Advisors
New York
USD 18.9 M +USD 917 k +18,157 +5%
Childress Capital Advisors
6
Childress Capital Advisors
Texas
USD 18.5 M +USD 3.03 M +59,999 +20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 17.3 M +USD 5.87 M +116,205 +52%
HF
8
Halpern Financial
Virginia
USD 14.4 M -USD 1.96 M -38,791 -12%
Morgan Stanley
9
Morgan Stanley
New York
USD 14.3 M +USD 10 M +198,994 +240%
Kestra Advisory Services
10
Kestra Advisory Services
Texas
USD 9.35 M +USD 1.15 M +22,851 +14%
Creative Planning
11
Creative Planning
Kansas
USD 6.54 M +USD 1.11 k +22 +0%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 5.58 M +USD 478 k +9,456 +9%
Bank of America
13
Bank of America
North Carolina
USD 4.76 M -USD 161 k -3,189 -3%
LPL Financial
14
LPL Financial
California
USD 4.52 M +USD 176 k +3,479 +4%
Condor Capital Management
15
Condor Capital Management
New Jersey
USD 3.66 M +USD 91.7 k +1,815 +3%
Scarborough Advisors
16
Scarborough Advisors
Maryland
USD 3.6 M +USD 3.58 M +70,888 Nuevas
Kestra Private Wealth Services
17
Kestra Private Wealth Services
Texas
USD 3.56 M -USD 11.6 k -230 -0.3%
LVZ Inc
18
LVZ Inc
Michigan
USD 3.3 M +USD 3.28 M +64,909 Nuevas
Brinker Capital Investments
19
Brinker Capital Investments
Pennsylvania
USD 2.88 M -USD 108 k -2,143 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 2.5 M +USD 32.4 k +641 +1%
MA
21
Mutual Advisors
Nebraska
USD 2.29 M -USD 304 k -6,028 -12%
Certified Advisory Corp
22
Certified Advisory Corp
Florida
USD 2.15 M +USD 454 k +8,982 +27%
Bouvel Investment Partners
23
Bouvel Investment Partners
Pennsylvania
USD 2.13 M +USD 53.7 k +1,064 +3%
Valmark Advisers
24
Valmark Advisers
Ohio
USD 2.08 M +USD 2.06 M +40,838 Nuevas
L.J. Altfest & Co
25
L.J. Altfest & Co
New York
USD 1.94 M -USD 6.43 M -127,261 -77%
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