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Savvy Advisors Inc’s Fidelity Quality Factor ETF FQAL Stock Holding History

Savvy Advisors Inc’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 		$789K Buy
10,867
+36
+0.3% +$2.73K 0.02% 502
2025
Q4 		$819K Buy
10,831
+180
+2% +$13.5K 0.03% 411
2025
Q3 		$796K Buy
+10,651
New +$768K 0.04% 315

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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Savvy Advisors Inc increased its Fidelity Quality Factor ETF (FQAL) stake by 0.33% in Q1 2026, buying an estimated $2.73K and bringing the position to 10,867 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #502.

Savvy Advisors Inc first reported a position in FQAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $819K in Q4 2025. 149 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Savvy Advisors Inc held 10,867 shares of Fidelity Quality Factor ETF worth $789K as of Q1 2026.
  • Savvy Advisors Inc bought 36 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $2.73K.
  • Fidelity Quality Factor ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #502 holding.
  • Savvy Advisors Inc first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Fidelity Quality Factor ETF position peaked at $819K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

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