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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 114 M -USD 4.22 M -63,674 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 102 M +USD 5.19 M +78,311 +6%
High Probability Advisors
3
High Probability Advisors
New York
USD 29.4 M +USD 841 k +12,675 +3%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
USD 28.8 M +USD 25.9 M +390,802 +1,449%
Merit Financial Group
5
Merit Financial Group
Georgia
USD 27.7 M +USD 26.6 M +401,738 Nuevas
LPL Financial
6
LPL Financial
California
USD 23.5 M +USD 3.08 M +46,445 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 22.6 M -USD 1.93 M -29,068 -8%
MAI Capital Management
8
MAI Capital Management
Ohio
USD 20.6 M +USD 9.9 M +148,716 +99%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 17.6 M -USD 38.1 M -574,945 -69%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 17.5 M +USD 767 k +11,567 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
USD 16.1 M +USD 3.72 M +56,126 +32%
JP Morgan Chase
12
JP Morgan Chase
New York
USD 14.2 M -USD 112 k -1,681 -0.8%
Kestra Advisory Services
13
Kestra Advisory Services
Texas
USD 13.7 M +USD 1.35 M +20,288 +11%
Bank of America
14
Bank of America
North Carolina
USD 12.6 M +USD 2.83 M +42,691 +30%
Dynamic Advisor Solutions
15
Dynamic Advisor Solutions
Arizona
USD 12.4 M +USD 112 k +1,693 +0.9%
Custos Family Office
16
Custos Family Office
Texas
USD 10.5 M -USD 11.2 M -169,072 -53%
Morgan Stanley
17
Morgan Stanley
New York
USD 8.77 M +USD 387 k +5,837 +5%
Vantage Financial Partners (Wisconsin)
18
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 8.43 M -USD 1.57 M -23,708 -16%
Condor Capital Management
19
Condor Capital Management
New Jersey
USD 7.65 M +USD 106 k +1,595 +1%
Creative Planning
20
Creative Planning
Kansas
USD 7.56 M -USD 19.4 k -293 -0.3%
Kestra Private Wealth Services
21
Kestra Private Wealth Services
Texas
USD 7.5 M +USD 263 k +3,963 +4%
Two Sigma Investments
22
Two Sigma Investments
New York
USD 6.87 M -USD 133 k -2,000 -2%
Forbes Financial Planning
23
Forbes Financial Planning
Rhode Island
USD 5.94 M +USD 74.8 k +1,127 +1%
Sax Wealth Advisors
24
Sax Wealth Advisors
New Jersey
USD 5.78 M +USD 1.27 M +19,172 +30%
Prism Advisors
25
Prism Advisors
California
USD 5.62 M – – –
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