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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
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 $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

Sweeney & Michel's FQAL Position: Q1 2026 in Review

Sweeney & Michel increased its Fidelity Quality Factor ETF (FQAL) stake by 0.23% in Q1 2026, buying an estimated $530 and bringing the position to 3,049 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #135.

Sweeney & Michel first reported a position in FQAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 149 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Sweeney & Michel held 3,049 shares of Fidelity Quality Factor ETF worth $231K as of Q1 2026.
  • Sweeney & Michel bought 7 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $530.
  • Fidelity Quality Factor ETF made up 0.07% of Sweeney & Michel's portfolio in Q1 2026, its #135 holding.
  • Sweeney & Michel first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Sweeney & Michel's Fidelity Quality Factor ETF position peaked at $235K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.