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Advisor Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

Advisor Group’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Buy
85
+1
+1% +$36 ﹤0.01% 4839
2019
Q3 		$3K Hold
84
– – ﹤0.01% 4831
2019
Q2 		$3K Hold
84
– – ﹤0.01% 4854
2019
Q1 		$3K Sell
84
-204
-71% -$6.64K ﹤0.01% 4838
2018
Q4 		$9K Buy
+288
New +$9.28K ﹤0.01% 4255

Other funds holding FQAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's FQAL Position: Q4 2019 in Review

Advisor Group increased its Fidelity Quality Factor ETF (FQAL) stake by 1.2% in Q4 2019, buying an estimated $36 and bringing the position to 85 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4839.

Advisor Group first reported a position in FQAL in Q4 2018 and has held it in 5 quarters since. The position peaked at $9K in Q4 2018. 50 funds tracked by Wall St. Rank hold FQAL as of Q4 2019.

  • Advisor Group held 85 shares of Fidelity Quality Factor ETF worth $3K as of Q4 2019.
  • Advisor Group bought 1 Fidelity Quality Factor ETF share in Q4 2019, an estimated $36.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4839 holding.
  • Advisor Group first reported a position in Fidelity Quality Factor ETF in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Fidelity Quality Factor ETF position peaked at $9K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.