SWP
FQAL icon

Stratos Wealth Partners’s Fidelity Quality Factor ETF FQAL Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-69,223
Closed -$4.53M – 1413
2024
Q4 		$4.53M Buy
+69,223
New +$4.6M 0.06% 297
2018
Q4 		– Sell
-320
Closed -$11K – 1420
2018
Q3 		$11K Buy
+320
New +$10.9K ﹤0.01% 2137
2018
Q2 		– Sell
-842
Closed -$27K – 1550
2018
Q1 		$27K Buy
+842
New +$27.4K ﹤0.01% 1883
2017
Q3 		– Sell
-7,750
Closed -$222K – 936
2017
Q2 		$222K Buy
+7,750
New +$219K 0.01% 740

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
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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stratos Wealth Partners's FQAL Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2025, closing a stake of 69,223 shares — an estimated $4.53M sold.

Stratos Wealth Partners first reported a position in FQAL in Q2 2017 and held it in 4 quarters. The position peaked at $4.53M in Q4 2024. 110 funds tracked by Wall St. Rank hold FQAL as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Fidelity Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 69,223 Fidelity Quality Factor ETF shares in Q1 2025, an estimated $4.53M.
  • Stratos Wealth Partners first reported a position in Fidelity Quality Factor ETF in Q2 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Fidelity Quality Factor ETF position peaked at $4.53M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.