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WFG Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

WFG Advisors’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
2017
Q2 		$345K Buy
12,037
+4,861
+68% +$137K 0.08% 265
2017
Q1 		$200K Buy
7,176
+6,676
+1,335% +$183K 0.05% 335
2016
Q4 		$13K Buy
+500
New +$12.8K ﹤0.01% 1043

Other funds holding FQAL

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
RWG
Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WFG Advisors's FQAL Position: Q2 2017 in Review

WFG Advisors increased its Fidelity Quality Factor ETF (FQAL) stake by 68% in Q2 2017, buying an estimated $137K and bringing the position to 12,037 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #265.

WFG Advisors first reported a position in FQAL in Q4 2016 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold FQAL as of Q2 2017.

  • WFG Advisors held 12,037 shares of Fidelity Quality Factor ETF worth $345K as of Q2 2017.
  • WFG Advisors bought 4,861 Fidelity Quality Factor ETF shares in Q2 2017, an estimated $137K.
  • Fidelity Quality Factor ETF made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #265 holding.
  • WFG Advisors first reported a position in Fidelity Quality Factor ETF in Q4 2016 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.