Glass Jacobson Investment Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Glass Jacobson Investment 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
2022 Q4	$5.11K	Buy	+115	New	+$5.13K	﹤0.01%	588

Other funds holding FQAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

CFO4Life Coppell, Texas $471M AUM

Glass Jacobson Investment Advisors's FQAL Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Fidelity Quality Factor ETF (FQAL) in Q4 2022: 115 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

64 funds tracked by Wall St. Rank hold FQAL as of Q4 2022.

Glass Jacobson Investment Advisors held 115 shares of Fidelity Quality Factor ETF worth $5.11K as of Q4 2022.
Fidelity Quality Factor ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
Fidelity Quality Factor ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #588 holding.
64 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.