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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 109 M +USD 45.2 M +755,322 +79%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 89.3 M +USD 5.64 M +94,266 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 53 M -USD 1.39 M -23,296 -3%
High Probability Advisors
4
High Probability Advisors
New York
USD 26.5 M +USD 2.22 M +37,149 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 22.9 M +USD 11.5 M +192,848 +117%
Custos Family Office
6
Custos Family Office
Texas
USD 20.5 M +USD 137 k +2,292 +0.7%
LPL Financial
7
LPL Financial
California
USD 18.8 M +USD 2.42 M +40,388 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 15.7 M -USD 129 k -2,162 -0.9%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 13.3 M +USD 863 k +14,416 +7%
Kestra Advisory Services
10
Kestra Advisory Services
Texas
USD 11.4 M +USD 1.75 M +29,201 +20%
Dynamic Advisor Solutions
11
Dynamic Advisor Solutions
Arizona
USD 11.4 M +USD 259 k +4,321 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
USD 11.4 M +USD 778 k +13,002 +8%
MAI Capital Management
13
MAI Capital Management
Ohio
USD 9.6 M +USD 11.3 k +189 +0.1%
Vantage Financial Partners (Wisconsin)
14
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 9.33 M +USD 3.11 k +52 +0%
Bank of America
15
Bank of America
North Carolina
USD 9 M +USD 620 k +10,354 +8%
Morgan Stanley
16
Morgan Stanley
New York
USD 7.76 M -USD 295 k -4,936 -4%
Creative Planning
17
Creative Planning
Kansas
USD 7.03 M -USD 183 k -3,052 -3%
Condor Capital Management
18
Condor Capital Management
New Jersey
USD 6.99 M +USD 127 k +2,130 +2%
Kestra Private Wealth Services
19
Kestra Private Wealth Services
Texas
USD 6.71 M +USD 184 k +3,078 +3%
Two Sigma Investments
20
Two Sigma Investments
New York
USD 6.5 M -USD 6.2 M -103,600 -50%
Forbes Financial Planning
21
Forbes Financial Planning
Rhode Island
USD 5.39 M -USD 1.66 M -27,799 -25%
Prism Advisors
22
Prism Advisors
California
USD 5.21 M – – –
Goodwin Investment Advisory
23
Goodwin Investment Advisory
Georgia
USD 5.04 M +USD 819 k +13,692 +21%
Sax Wealth Advisors
24
Sax Wealth Advisors
New Jersey
USD 4.14 M +USD 334 k +5,576 +9%
Cedar Point Capital Partners
25
Cedar Point Capital Partners
Iowa
USD 3.58 M +USD 188 k +3,137 +6%
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