Creative Financial Designs’s Fidelity Quality Factor ETF FQAL Stock Holding History

Creative Financial Designs’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	$2.1K	Buy	+29	New	+$2.19K	﹤0.01%	1772
2024 Q1	–	Sell	-11	Closed	-$602	–	1687
2023 Q4	$602	Hold	11	–	–	﹤0.01%	1531
2023 Q3	$544	Hold	11	–	–	﹤0.01%	1440
2023 Q2	$556	Hold	11	–	–	﹤0.01%	1413
2023 Q1	$522	Buy	+11	New	+$510	﹤0.01%	1338

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Creative Financial Designs's FQAL Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Fidelity Quality Factor ETF (FQAL) in Q1 2026: 29 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #1772 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in FQAL as recently as Q4 2023.

Creative Financial Designs first reported a position in FQAL in Q1 2023 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

Creative Financial Designs held 29 shares of Fidelity Quality Factor ETF worth $2.1K as of Q1 2026.
Fidelity Quality Factor ETF was a new Creative Financial Designs position in Q1 2026.
Fidelity Quality Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1772 holding.
Creative Financial Designs first reported a position in Fidelity Quality Factor ETF in Q1 2023 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.