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Capital Analysts LLC’s Fidelity Quality Factor ETF FQAL Stock Holding History

Capital Analysts LLC’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
Q2 		$1K Buy
+14
New +$1.1K ﹤0.01% 1502
2021
Q1 		– Sell
-4,820
Closed -$207K – 1076
2020
Q4 		$207K Buy
4,820
+2,402
+99% +$98.6K 0.02% 240
2020
Q3 		$94K Hold
2,418
– – 0.01% 321
2020
Q2 		$88K Buy
+2,418
New +$84K 0.01% 289

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
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
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Capital Analysts LLC's FQAL Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Fidelity Quality Factor ETF (FQAL) in Q2 2026: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1502 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in FQAL as recently as Q4 2020.

Capital Analysts LLC first reported a position in FQAL in Q2 2020 and has held it in 4 quarters since. The position peaked at $207K in Q4 2020. 160 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Capital Analysts LLC held 14 shares of Fidelity Quality Factor ETF worth $1K as of Q2 2026.
  • Fidelity Quality Factor ETF was a new Capital Analysts LLC position in Q2 2026.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1502 holding.
  • Capital Analysts LLC first reported a position in Fidelity Quality Factor ETF in Q2 2020 and has held it in 4 quarters since.
  • Capital Analysts LLC's Fidelity Quality Factor ETF position peaked at $207K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.