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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 35.9 M +USD 6.45 M +130,308 +21%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 33.2 M +USD 664 k +13,403 +2%
Goodwin Investment Advisory
3
Goodwin Investment Advisory
Georgia
USD 32.5 M +USD 670 k +13,532 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 31.6 M +USD 5.05 M +101,945 +18%
High Probability Advisors
5
High Probability Advisors
New York
USD 24.2 M +USD 754 k +15,221 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 22.1 M -USD 2.14 M -43,294 -9%
Prism Advisors
7
Prism Advisors
California
USD 21.4 M +USD 22.2 M +448,204 Nuevas
Fidelity Investments
8
Fidelity Investments
Massachusetts
USD 20.5 M +USD 10 M +200,935 +89%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 9.5 M -USD 1.82 M -36,655 -16%
Custos Family Office
10
Custos Family Office
Texas
USD 9.24 M +USD 9.6 M +193,052 Nuevas
HF
11
Halpern Financial
Virginia
USD 9.23 M -USD 30.2 k -610 -0.3%
Dynamic Advisor Solutions
12
Dynamic Advisor Solutions
Arizona
USD 7.88 M +USD 1.59 M +32,060 +24%
Kestra Advisory Services
13
Kestra Advisory Services
Texas
USD 6.48 M +USD 430 k +8,689 +7%
Creative Planning
14
Creative Planning
Kansas
USD 5.68 M +USD 184 k +3,708 +3%
Bank of America
15
Bank of America
North Carolina
USD 5.57 M +USD 301 k +6,087 +6%
Morgan Stanley
16
Morgan Stanley
New York
USD 4.85 M +USD 514 k +10,381 +11%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
USD 4.66 M -USD 39.7 k -802 -0.8%
Condor Capital Management
18
Condor Capital Management
New Jersey
USD 3.99 M +USD 43.1 k +871 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 3.35 M +USD 472 k +9,533 +16%
AE Wealth Management
20
AE Wealth Management
Kansas
USD 2.9 M +USD 551 k +11,127 +22%
Forbes Financial Planning
21
Forbes Financial Planning
Rhode Island
USD 2.81 M +USD 2.91 M +58,767 Nuevas
LPL Financial
22
LPL Financial
California
USD 2.79 M +USD 87.1 k +1,759 +3%
Brinker Capital Investments
23
Brinker Capital Investments
Pennsylvania
USD 2.74 M +USD 12.3 k +248 +0.4%
Orion Portfolio Solutions
24
Orion Portfolio Solutions
Nebraska
USD 2.74 M +USD 12.3 k +248 +0.4%
Kestra Private Wealth Services
25
Kestra Private Wealth Services
Texas
USD 2.71 M -USD 107 k -2,157 -4%
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