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icono de FVAL

Fidelity Value Factor ETF
FVAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Dynasty Wealth Management
1
Dynasty Wealth Management
Florida
USD 297 M +USD 207 M +3,532,799 +7,018%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 69.3 M +USD 2.35 M +40,118 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
USD 55.5 M +USD 3.85 M +65,719 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 54.4 M +USD 10.7 M +182,423 +26%
Fidelity Investments
5
Fidelity Investments
Massachusetts
USD 51.3 M +USD 1.54 M +26,275 +3%
Goodwin Investment Advisory
6
Goodwin Investment Advisory
Georgia
USD 49.9 M +USD 1.65 M +28,231 +4%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
USD 34.9 M +USD 1.13 M +19,306 +3%
High Probability Advisors
8
High Probability Advisors
New York
USD 21.6 M -USD 499 k -8,519 -2%
Custos Family Office
9
Custos Family Office
Texas
USD 18.6 M +USD 2.59 M +44,185 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 15.2 M +USD 11.2 k +191 +0.1%
Dynamic Advisor Solutions
11
Dynamic Advisor Solutions
Arizona
USD 9.9 M +USD 336 k +5,735 +4%
Prism Advisors
12
Prism Advisors
California
USD 9.7 M -USD 16.3 M -279,070 -64%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 9.7 M +USD 414 k +7,078 +5%
HF
14
Halpern Financial
Virginia
USD 9.37 M -USD 1.11 M -18,963 -11%
LPL Financial
15
LPL Financial
California
USD 8.58 M +USD 1.52 M +26,056 +23%
Bank of America
16
Bank of America
North Carolina
USD 8.36 M -USD 709 k -12,118 -8%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
USD 8.15 M +USD 10 M +171,370 Nuevas
Kestra Advisory Services
18
Kestra Advisory Services
Texas
USD 7.82 M -USD 48.7 k -832 -0.6%
Fischer Investment Strategies
19
Fischer Investment Strategies
California
USD 7.62 M +USD 1.44 M +24,618 +24%
Creative Planning
20
Creative Planning
Kansas
USD 7.17 M -USD 43.1 k -736 -0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 6.54 M +USD 460 k +7,867 +8%
Forbes Financial Planning
22
Forbes Financial Planning
Rhode Island
USD 6.06 M +USD 458 k +7,832 +9%
Condor Capital Management
23
Condor Capital Management
New Jersey
USD 6.05 M +USD 228 k +3,898 +4%
Morgan Stanley
24
Morgan Stanley
New York
USD 5.06 M +USD 267 k +4,565 +6%
AE Wealth Management
25
AE Wealth Management
Kansas
USD 4.98 M +USD 621 k +10,615 +15%
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