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Howe & Rusling’s Fidelity Quality Factor ETF FQAL Stock Holding History

Howe & Rusling’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 		$7.15K Buy
99
+1
+1% +$76 ﹤0.01% 435
2025
Q4 		$7.42K Buy
+98
New +$7.35K ﹤0.01% 437

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 $424B AUM 22.94% 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
RWML
RAFFA WEALTH MANAGEMENT, LLC 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 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

Howe & Rusling's FQAL Position: Q1 2026 in Review

Howe & Rusling increased its Fidelity Quality Factor ETF (FQAL) stake by 1% in Q1 2026, buying an estimated $76 and bringing the position to 99 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Howe & Rusling first reported a position in FQAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.42K in Q4 2025. 150 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Howe & Rusling held 99 shares of Fidelity Quality Factor ETF worth $7.15K as of Q1 2026.
  • Howe & Rusling bought 1 Fidelity Quality Factor ETF share in Q1 2026, an estimated $76.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #435 holding.
  • Howe & Rusling first reported a position in Fidelity Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Howe & Rusling's Fidelity Quality Factor ETF position peaked at $7.42K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.