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Hoxton Planning & Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Hoxton Planning & Management’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
2025
Q4 		– Sell
-6,578
Closed -$492K – 224
2025
Q3 		$492K Hold
6,578
– – 0.16% 112
2025
Q2 		$458K Hold
6,578
– – 0.16% 114
2025
Q1 		$422K Sell
6,578
-159
-2% -$10.6K 0.16% 124
2024
Q4 		$441K Hold
6,737
– – 0.17% 116
2024
Q3 		$437K Hold
6,737
– – 0.17% 110
2024
Q2 		$413K Hold
6,737
– – 0.19% 91
2024
Q1 		$397K Buy
6,737
+2
+0% +$112 0.19% 98
2023
Q4 		$366K Hold
6,735
– – 0.19% 92
2023
Q3 		$332K Hold
6,735
– – 0.22% 91
2023
Q2 		$340K Buy
+6,735
New +$324K 0.21% 95

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hoxton Planning & Management's FQAL Position: Q4 2025 in Review

Hoxton Planning & Management sold out of Fidelity Quality Factor ETF (FQAL) in Q4 2025, closing a stake of 6,578 shares — an estimated $492K sold.

Hoxton Planning & Management first reported a position in FQAL in Q2 2023 and held it in 10 quarters. The position peaked at $492K in Q3 2025. 144 funds tracked by Wall St. Rank hold FQAL as of Q4 2025.

  • Hoxton Planning & Management reported no remaining Fidelity Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 6,578 Fidelity Quality Factor ETF shares in Q4 2025, an estimated $492K.
  • Hoxton Planning & Management first reported a position in Fidelity Quality Factor ETF in Q2 2023 and held it in 10 quarters.
  • Hoxton Planning & Management's Fidelity Quality Factor ETF position peaked at $492K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2025.

Based on Hoxton Planning & Management's 13F filing for Q4 2025, filed 11 Feb 2026.