AWS
FQAL icon

Atria Wealth Solutions’s Fidelity Quality Factor ETF FQAL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.08M Sell
15,449
-5,938
-28% -$388K 0.02% 607
2025
Q1 		$1.37M Buy
21,387
+3,327
+18% +$221K 0.02% 768
2024
Q4 		$1.18M Buy
18,060
+2,713
+18% +$180K 0.01% 866
2024
Q3 		$996K Buy
15,347
+3,432
+29% +$214K 0.01% 918
2024
Q2 		$731K Buy
11,915
+7,328
+160% +$430K 0.01% 1037
2024
Q1 		$270K Sell
4,587
-196
-4% -$11K ﹤0.01% 1630
2023
Q4 		$260K Buy
4,783
+7
+0.1% +$358 ﹤0.01% 1601
2023
Q3 		$235K Buy
4,776
+96
+2% +$4.89K ﹤0.01% 1577
2023
Q2 		$237K Buy
+4,680
New +$225K ﹤0.01% 1596

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return