B. Riley Wealth Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

B. Riley Wealth Advisors’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
2026 Q1	–	Sell	-15,309	Closed	-$1.16M	–	981
2025 Q4	$1.16M	Sell	15,309 -145	-0.9%	-$10.9K	0.05%	321
2025 Q3	$1.15M	Sell	15,454 -46	-0.3%	-$3.31K	0.05%	313
2025 Q2	$1.08M	Buy	+15,500	New	+$1.01M	0.05%	340
2024 Q4	$1.02M	Buy	15,586 +830	+6%	+$55.1K	0.03%	442
2024 Q3	$956K	Buy	14,756 +976	+7%	+$61K	0.03%	510
2024 Q2	$845K	Buy	+13,780	New	+$809K	0.02%	597
2024 Q1	–	Sell	-10,986	Closed	-$597K	–	1470
2023 Q4	$597K	Buy	+10,986	New	+$563K	0.02%	725

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $31B AUM 28.39% 1-Year Est. Return

RWM

Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

B. Riley Wealth Advisors's FQAL Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2026, closing a stake of 15,309 shares — an estimated $1.16M sold.

B. Riley Wealth Advisors first reported a position in FQAL in Q4 2023 and held it in 7 quarters. The position peaked at $1.16M in Q4 2025. 151 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Fidelity Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 15,309 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $1.16M.
B. Riley Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q4 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's Fidelity Quality Factor ETF position peaked at $1.16M in Q4 2025.
151 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.