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Wealthspire Advisors (New York)’s Fidelity Quality Factor ETF FQAL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,624
Closed -$121K – 1704
2025
Q3 		$121K Buy
+1,624
New +$117K ﹤0.01% 958

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 $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
RWML
RAFFA WEALTH MANAGEMENT, LLC 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s FQAL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Quality Factor ETF (FQAL) in Q4 2025, closing a stake of 1,624 shares — an estimated $121K sold.

Wealthspire Advisors (New York) first reported a position in FQAL in Q3 2025 and held it in 1 quarter. The position peaked at $121K in Q3 2025. 146 funds tracked by Wall St. Rank hold FQAL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,624 Fidelity Quality Factor ETF shares in Q4 2025, an estimated $121K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Quality Factor ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity Quality Factor ETF position peaked at $121K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.