Lido Advisors
FQAL icon

Lido Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Lido 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
2026
Q2 		$1.51M Sell
18,515
-383
-2% -$30.2K ﹤0.01% 905
2026
Q1 		$1.37M Sell
18,898
-333
-2% -$25.2K ﹤0.01% 834
2025
Q4 		$1.44M Sell
19,231
-1
-0% -$75 ﹤0.01% 840
2025
Q3 		$1.44M Buy
19,232
+200
+1% +$14.4K ﹤0.01% 796
2025
Q2 		$1.33M Sell
19,032
-476
-2% -$31.1K 0.01% 732
2025
Q1 		$1.25M Sell
19,508
-1,691
-8% -$112K 0.01% 681
2024
Q4 		$1.39M Sell
21,199
-789
-4% -$52.4K 0.01% 635
2024
Q3 		$1.43M Sell
21,988
-398
-2% -$24.9K 0.01% 578
2024
Q2 		$1.37M Sell
22,386
-592
-3% -$34.8K 0.01% 551
2024
Q1 		$1.35M Buy
22,978
+208
+0.9% +$11.7K 0.01% 543
2023
Q4 		$1.24M Sell
22,770
-798
-3% -$40.9K 0.01% 537
2023
Q3 		$1.16M Sell
23,568
-433
-2% -$22.1K 0.01% 503
2023
Q2 		$1.21M Sell
24,001
-669
-3% -$32.2K 0.01% 480
2023
Q1 		$1.17M Sell
24,670
-3,229
-12% -$150K 0.01% 437
2022
Q4 		$1.24M Sell
27,899
-4,360
-14% -$194K 0.02% 370
2022
Q3 		$1.34M Sell
32,259
-17,597
-35% -$815K 0.02% 317
2022
Q2 		$2.2M Buy
+49,856
New +$2.38M 0.03% 225

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RWM
Raffa Wealth Management 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
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Lido Advisors's FQAL Position: Q2 2026 in Review

Lido Advisors reduced its Fidelity Quality Factor ETF (FQAL) stake by 2% in Q2 2026, selling an estimated $30.2K and leaving 18,515 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Lido Advisors first reported a position in FQAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.2M in Q2 2022. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Lido Advisors held 18,515 shares of Fidelity Quality Factor ETF worth $1.51M as of Q2 2026.
  • Lido Advisors sold 383 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $30.2K.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #905 holding.
  • Lido Advisors first reported a position in Fidelity Quality Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Lido Advisors's Fidelity Quality Factor ETF position peaked at $2.2M in Q2 2022.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.