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TFC Financial Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

TFC Financial 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
2026
Q2 		– Sell
-107
Closed -$7.77K – 1054
2026
Q1 		$7.77K Buy
+107
New +$8.1K ﹤0.01% 418

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 22.9% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TFC Financial Management's FQAL Position: Q2 2026 in Review

TFC Financial Management sold out of Fidelity Quality Factor ETF (FQAL) in Q2 2026, closing a stake of 107 shares — an estimated $7.77K sold.

TFC Financial Management first reported a position in FQAL in Q1 2026 and held it in 1 quarter. The position peaked at $7.77K in Q1 2026. 161 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • TFC Financial Management reported no remaining Fidelity Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 107 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $7.77K.
  • TFC Financial Management first reported a position in Fidelity Quality Factor ETF in Q1 2026 and held it in 1 quarter.
  • TFC Financial Management's Fidelity Quality Factor ETF position peaked at $7.77K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.