DWM
FQAL icon

Dogwood Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Dogwood Wealth Management’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
Q4 		– Sell
-25
Closed -$1.87K – 783
2025
Q3 		$1.87K Hold
25
– – ﹤0.01% 533
2025
Q2 		$1.75K Buy
+25
New +$1.63K ﹤0.01% 576

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 22.9% 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
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 $1.97B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Dogwood Wealth Management's FQAL Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Fidelity Quality Factor ETF (FQAL) in Q4 2025, closing a stake of 25 shares — an estimated $1.87K sold.

Dogwood Wealth Management first reported a position in FQAL in Q2 2025 and held it in 2 quarters. The position peaked at $1.87K in Q3 2025. 146 funds tracked by Wall St. Rank hold FQAL as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Fidelity Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 25 Fidelity Quality Factor ETF shares in Q4 2025, an estimated $1.87K.
  • Dogwood Wealth Management first reported a position in Fidelity Quality Factor ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Fidelity Quality Factor ETF position peaked at $1.87K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.