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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 45.3 M +USD 21.1 M +426,615 +100%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 39.1 M +USD 2.22 M +44,941 +6%
Goodwin Investment Advisory
3
Goodwin Investment Advisory
Georgia
USD 38.3 M +USD 2.14 M +43,270 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 36.7 M +USD 1.57 M +31,759 +5%
High Probability Advisors
5
High Probability Advisors
New York
USD 26 M -USD 700 k -14,151 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
USD 25.5 M -USD 13.3 M -268,057 -36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 25.5 M +USD 995 k +20,099 +4%
Prism Advisors
8
Prism Advisors
California
USD 23.3 M -USD 384 k -7,763 -2%
Morgan Stanley
9
Morgan Stanley
New York
USD 12.7 M +USD 6.81 M +137,526 +136%
Custos Family Office
10
Custos Family Office
Texas
USD 11.7 M +USD 1.32 M +26,770 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 11.1 M +USD 503 k +10,158 +5%
Bank of America
12
Bank of America
North Carolina
USD 10.3 M +USD 3.89 M +78,642 +68%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
USD 10.3 M +USD 4.84 M +97,751 +101%
HF
14
Halpern Financial
Virginia
USD 9.5 M -USD 562 k -11,350 -6%
Dynamic Advisor Solutions
15
Dynamic Advisor Solutions
Arizona
USD 9.01 M +USD 370 k +7,473 +5%
Kestra Advisory Services
16
Kestra Advisory Services
Texas
USD 7.2 M +USD 15.6 k +316 +0.2%
Creative Planning
17
Creative Planning
Kansas
USD 6.47 M +USD 165 k +3,329 +3%
LPL Financial
18
LPL Financial
California
USD 5.65 M +USD 2.39 M +48,394 +83%
Condor Capital Management
19
Condor Capital Management
New Jersey
USD 4.61 M +USD 175 k +3,542 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 3.86 M +USD 142 k +2,872 +4%
Forbes Financial Planning
21
Forbes Financial Planning
Rhode Island
USD 3.8 M +USD 644 k +13,023 +22%
AE Wealth Management
22
AE Wealth Management
Kansas
USD 3.46 M +USD 187 k +3,773 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
USD 3.06 M +USD 107 k +2,167 +4%
Brinker Capital Investments
24
Brinker Capital Investments
Pennsylvania
USD 2.99 M -USD 39.8 k -804 -1%
Orion Portfolio Solutions
25
Orion Portfolio Solutions
Nebraska
USD 2.99 M -USD 39.8 k -804 -1%
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