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

SeaCrest 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
2022
Q3 		– Sell
-453
Closed -$20K – 932
2022
Q2 		$20K Buy
+453
New +$21.7K ﹤0.01% 1474

Other funds holding FQAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

SeaCrest Wealth Management's FQAL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Fidelity Quality Factor ETF (FQAL) in Q3 2022, closing a stake of 453 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in FQAL in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 56 funds tracked by Wall St. Rank hold FQAL as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Fidelity Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 453 Fidelity Quality Factor ETF shares in Q3 2022, an estimated $20K.
  • SeaCrest Wealth Management first reported a position in Fidelity Quality Factor ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Fidelity Quality Factor ETF position peaked at $20K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.