SAI
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Savvy Advisors Inc’s Fidelity US Multifactor ETF FLRG Stock Holding History

Savvy Advisors Inc’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Sell
6,006
-629
-9% -$23.9K 0.01% 1009
2025
Q4 		$252K Hold
6,635
– – 0.01% 849
2025
Q3 		$255K Buy
+6,635
New +$245K 0.01% 682

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Savvy Advisors Inc's FLRG Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Fidelity US Multifactor ETF (FLRG) stake by 9.5% in Q1 2026, selling an estimated $23.9K and leaving 6,006 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #1009.

Savvy Advisors Inc first reported a position in FLRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Savvy Advisors Inc held 6,006 shares of Fidelity US Multifactor ETF worth $221K as of Q1 2026.
  • Savvy Advisors Inc sold 629 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $23.9K.
  • Fidelity US Multifactor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1009 holding.
  • Savvy Advisors Inc first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Fidelity US Multifactor ETF position peaked at $255K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.