Fidelity Investments
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Fidelity Investments’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Fidelity Investments’s Portfolio LSAT Stock Details LSAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$209 – 5712
2024
Q3 		$209 Buy
5
+3
+150% +$118 ﹤0.01% 5036
2024
Q2 		$77 Buy
+2
New +$75 ﹤0.01% 4996
2023
Q2 		– Sell
-1
Closed -$32 – 5513
2023
Q1 		$32 Buy
+1
New +$32 ﹤0.01% 5036

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Fidelity Investments's LSAT Position: Q4 2024 in Review

Fidelity Investments sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2024, closing a stake of 5 shares — an estimated $209 sold.

Fidelity Investments first reported a position in LSAT in Q1 2023 and held it in 3 quarters. The position peaked at $209 in Q3 2024. 32 funds tracked by Wall St. Rank hold LSAT as of Q4 2024.

  • Fidelity Investments reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 5 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2024, an estimated $209.
  • Fidelity Investments first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2023 and held it in 3 quarters.
  • Fidelity Investments's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $209 in Q3 2024.
  • 32 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.