Sweeney & Michel
FQAL icon

Sweeney & Michel’s Fidelity Quality Factor ETF FQAL Stock Holding History

Sweeney & Michel’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 		$272K Buy
3,262
+6
+0.2% +$500 0.07% 132
2026
Q2 		$277K Buy
3,256
+207
+7% +$16.3K 0.07% 137
2026
Q1 		$231K Buy
3,049
+7
+0.2% +$530 0.07% 135
2025
Q4 		$235K Buy
3,042
+126
+4% +$9.46K 0.07% 136
2025
Q3 		$213K Buy
+2,916
New +$210K 0.07% 132

Other funds holding FQAL

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Keystone Wealth Services
Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

Sweeney & Michel's FQAL Position: Q3 2026 in Review

Sweeney & Michel increased its Fidelity Quality Factor ETF (FQAL) stake by 0.18% in Q3 2026, buying an estimated $500 and bringing the position to 3,262 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #132.

Sweeney & Michel first reported a position in FQAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $277K in Q2 2026. 70 funds tracked by Wall St. Rank hold FQAL as of Q3 2026.

  • Sweeney & Michel held 3,262 shares of Fidelity Quality Factor ETF worth $272K as of Q3 2026.
  • Sweeney & Michel bought 6 Fidelity Quality Factor ETF shares in Q3 2026, an estimated $500.
  • Fidelity Quality Factor ETF made up 0.07% of Sweeney & Michel's portfolio in Q3 2026, its #132 holding.
  • Sweeney & Michel first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Sweeney & Michel's Fidelity Quality Factor ETF position peaked at $277K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.