Farther Finance Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Farther Finance 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	$394K	Sell	4,854 -2,043	-30%	-$161K	﹤0.01%	1737
2026 Q1	$503K	Sell	6,897 -842	-11%	-$63.7K	﹤0.01%	1386
2025 Q4	$585K	Buy	7,739 +5,646	+270%	+$424K	0.01%	1204
2025 Q3	$156K	Buy	+2,093	New	+$151K	﹤0.01%	1753

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

GLR

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

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

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

Farther Finance Advisors's FQAL Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidelity Quality Factor ETF (FQAL) stake by 30% in Q2 2026, selling an estimated $161K and leaving 4,854 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Farther Finance Advisors first reported a position in FQAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Farther Finance Advisors held 4,854 shares of Fidelity Quality Factor ETF worth $394K as of Q2 2026.
Farther Finance Advisors sold 2,043 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $161K.
Fidelity Quality Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1737 holding.
Farther Finance Advisors first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Fidelity Quality Factor ETF position peaked at $585K in Q4 2025.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.