EWA
FQAL icon

EP Wealth Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

EP 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
Q2 		$245K Buy
+3,008
New +$237K ﹤0.01% 1410
2026
Q1 		– Sell
-2,649
Closed -$200K – 1534
2025
Q4 		$200K Buy
+2,649
New +$199K ﹤0.01% 1391
2025
Q2 		$162K Buy
+2,328
New +$152K ﹤0.01% 1303

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

EP Wealth Advisors's FQAL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity Quality Factor ETF (FQAL) in Q2 2026: 3,008 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FQAL as recently as Q4 2025.

EP Wealth Advisors first reported a position in FQAL in Q2 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • EP Wealth Advisors held 3,008 shares of Fidelity Quality Factor ETF worth $245K as of Q2 2026.
  • Fidelity Quality Factor ETF was a new EP Wealth Advisors position in Q2 2026.
  • Fidelity Quality Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1410 holding.
  • EP Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.