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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 50.8 M +USD 22.2 M +472,871 +67%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
USD 28 M +USD 1.98 M +42,146 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
USD 25.9 M +USD 4.92 M +104,721 +21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 19 M +USD 4.77 M +101,391 +30%
High Probability Advisors
5
High Probability Advisors
New York
USD 16.8 M +USD 931 k +19,796 +5%
HF
6
Halpern Financial
Virginia
USD 11.7 M -USD 491 k -10,450 -4%
Kestra Advisory Services
7
Kestra Advisory Services
Texas
USD 11 M +USD 3.33 M +70,781 +38%
Morgan Stanley
8
Morgan Stanley
New York
USD 10.8 M -USD 1.5 M -31,849 -11%
Childress Capital Advisors
9
Childress Capital Advisors
Texas
USD 6.89 M -USD 9.6 M -203,259 -56%
Creative Planning
10
Creative Planning
Kansas
USD 5.46 M -USD 75.2 k -1,600 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 3.9 M -USD 907 k -19,288 -18%
Kestra Private Wealth Services
12
Kestra Private Wealth Services
Texas
USD 3.3 M +USD 313 k +6,662 +10%
Condor Capital Management
13
Condor Capital Management
New Jersey
USD 3.23 M +USD 144 k +3,069 +4%
Vicus Capital
14
Vicus Capital
Pennsylvania
USD 3.22 M +USD 3.52 M +74,930 Nuevas
Bank of America
15
Bank of America
North Carolina
USD 3.02 M -USD 1.1 M -23,313 -25%
Woodard & Company Asset Management Group
16
Woodard & Company Asset Management Group
North Carolina
USD 2.87 M +USD 1.39 M +29,560 +80%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 2.6 M +USD 1.18 M +25,163 +71%
Valmark Advisers
18
Valmark Advisers
Ohio
USD 2.52 M +USD 833 k +17,718 +43%
Brinker Capital Investments
19
Brinker Capital Investments
Pennsylvania
USD 2.28 M -USD 172 k -3,649 -6%
LPL Financial
20
LPL Financial
California
USD 2.17 M -USD 1.81 M -38,563 -43%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 2.1 M -USD 18.9 k -403 -0.8%
Certified Advisory Corp
22
Certified Advisory Corp
Florida
USD 2.04 M +USD 241 k +5,125 +12%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
USD 1.96 M +USD 943 k +20,062 +78%
Bouvel Investment Partners
24
Bouvel Investment Partners
Pennsylvania
USD 1.82 M +USD 12.5 k +265 +0.6%
L.J. Altfest & Co
25
L.J. Altfest & Co
New York
USD 1.68 M +USD 33.1 k +703 +2%
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