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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
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

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
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Sweeney & Michel's FQAL Position: Q2 2026 in Review

Sweeney & Michel increased its Fidelity Quality Factor ETF (FQAL) stake by 6.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 3,256 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #137.

Sweeney & Michel first reported a position in FQAL in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Sweeney & Michel held 3,256 shares of Fidelity Quality Factor ETF worth $277K as of Q2 2026.
  • Sweeney & Michel bought 207 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $16.3K.
  • Fidelity Quality Factor ETF made up 0.07% of Sweeney & Michel's portfolio in Q2 2026, its #137 holding.
  • Sweeney & Michel first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.