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

FRG Family 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
2024
Q2 		– Sell
-33
Closed -$1.85K – 224
2024
Q1 		$1.85K Buy
+33
New +$1.85K ﹤0.01% 325

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
GCIM
Gunn & Company Investment Management Jacksonville, Florida $145M AUM 28.52% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FRG Family Wealth Advisors's FQAL Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Fidelity Quality Factor ETF (FQAL) in Q2 2024, closing a stake of 33 shares — an estimated $1.85K sold.

FRG Family Wealth Advisors first reported a position in FQAL in Q1 2024 and held it in 1 quarter. The position peaked at $1.85K in Q1 2024. 92 funds tracked by Wall St. Rank hold FQAL as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Fidelity Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 33 Fidelity Quality Factor ETF shares in Q2 2024, an estimated $1.85K.
  • FRG Family Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Fidelity Quality Factor ETF position peaked at $1.85K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.