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Hershey Financial Advisers’s Fidelity Quality Factor ETF FQAL Stock Holding History

Hershey Financial Advisers’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
Q1 		– Sell
-22,335
Closed -$1.69M – 89
2025
Q4 		$1.69M Buy
22,335
+655
+3% +$49.2K 1.43% 25
2025
Q3 		$1.62M Buy
+21,680
New +$1.56M 1.39% 31
2024
Q2 		$901K Buy
+14,689
New +$863K 0.81% 33

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Hershey Financial Advisers's FQAL Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2026, closing a stake of 22,335 shares — an estimated $1.69M sold.

Hershey Financial Advisers first reported a position in FQAL in Q2 2024 and held it in 3 quarters. The position peaked at $1.69M in Q4 2025. 149 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Fidelity Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 22,335 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $1.69M.
  • Hershey Financial Advisers first reported a position in Fidelity Quality Factor ETF in Q2 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's Fidelity Quality Factor ETF position peaked at $1.69M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.