Orgel Wealth Management
FQAL icon

Orgel Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Orgel Wealth 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
2026
Q3 		$69.4M Sell
833,329
-52,318
-6% -$4.36M 1.31% 19
2026
Q2 		$72.1M Sell
885,647
-14,441
-2% -$1.14M 1.37% 18
2026
Q1 		$65.3M Sell
900,088
-9,498
-1% -$719K 1.41% 19
2025
Q4 		$68.8M Sell
909,586
-22,691
-2% -$1.7M 1.52% 18
2025
Q3 		$69.7M Sell
932,277
-18,761
-2% -$1.35M 1.59% 18
2025
Q2 		$66.2M Buy
951,038
+6,648
+0.7% +$434K 1.6% 18
2025
Q1 		$60.6M Sell
944,390
-20,383
-2% -$1.35M 1.57% 17
2024
Q4 		$63.1M Sell
964,773
-19,892
-2% -$1.32M 1.65% 18
2024
Q3 		$63.9M Sell
984,665
-912,918
-48% -$57M 1.6% 17
2024
Q2 		$116M Sell
1,897,583
-137,188
-7% -$8.06M 3.14% 13
2024
Q1 		$120M Buy
+2,034,771
New +$114M 3.29% 12

Other funds holding FQAL

High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Orgel Wealth Management's FQAL Position: Q3 2026 in Review

Orgel Wealth Management reduced its Fidelity Quality Factor ETF (FQAL) stake by 5.9% in Q3 2026, selling an estimated $4.36M and leaving 833,329 shares worth $69.4M. The position accounts for 1.31% of the portfolio, ranked #19.

Orgel Wealth Management first reported a position in FQAL in Q1 2024 and has held it in 11 quarters since. The position peaked at $120M in Q1 2024. 24 funds tracked by Wall St. Rank hold FQAL as of Q3 2026.

  • Orgel Wealth Management held 833,329 shares of Fidelity Quality Factor ETF worth $69.4M as of Q3 2026.
  • Orgel Wealth Management sold 52,318 Fidelity Quality Factor ETF shares in Q3 2026, an estimated $4.36M.
  • Fidelity Quality Factor ETF made up 1.31% of Orgel Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Orgel Wealth Management first reported a position in Fidelity Quality Factor ETF in Q1 2024 and has held it in 11 quarters since.
  • Orgel Wealth Management's Fidelity Quality Factor ETF position peaked at $120M in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.