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Fidelity Quality Factor ETF (FQAL)

CUSIP: 316092790 | NYSE | 302 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Orgel Wealth Management, LLC833,329
1.3% of portfolio›$69.4M
Kestra Advisory Services, LLC717,635
0.2% of portfolio›$59.7M
High Probability Advisors, LLC355,494
3.3% of portfolio›$29.6M
Great Lakes Retirement, Inc.244,939
1.8% of portfolio›$20.4M
Smith Chas P & Associates PA Cpas179,629
0.7% of portfolio›$15.2M
Beacon Financial Group119,510
0.9% of portfolio›$9.9M
Commonwealth Equity Services, LLC111,167
0.0% of portfolio›$9.3M
Sagespring Wealth Partners, LLC105,717
0.1% of portfolio›$8.8M
Kestra Private Wealth Services, LLC62,822
0.1% of portfolio›$5.2M
Keystone Wealth Services, LLC54,706
0.8% of portfolio›$4.6M
OmniStar Financial Group, Inc.51,822
1.9% of portfolio›$4.3M
Fullerton Advisors, LLC35,155
2.7% of portfolio›$2.9M
Unique Wealth, LLC34,249
0.3% of portfolio›$2.9M
Centerline Wealth Advisors, LLC32,331
0.8% of portfolio›$2.7M
Strategic Blueprint, LLC26,788
0.1% of portfolio›$2.2M
Bryant Woods Investment Advisors, LLC25,618
0.6% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC23,834
0.0% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.21,981
0.0% of portfolio›$1.8M
PKS Advisory Services, LLC20,851
0.3% of portfolio›$1.7M
Breakwater Capital Group18,861
0.2% of portfolio›$1.6M
Prime Capital Investment Advisors, LLC18,115
0.0% of portfolio›$1.5M
Lido Advisors, LLC17,433
0.0% of portfolio›$1.5M
Sovran Advisors, LLC15,566
0.1% of portfolio›$1.3M
OpenArc Corporate Advisory, LLC12,001
0.0% of portfolio›$999.1K
TD Waterhouse Canada Inc.11,250
0.0% of portfolio›$937.9K
Procyon Advisors, LLC10,967
0.0% of portfolio›$913.0K
Flavin Financial Services, Inc.10,485
0.5% of portfolio›$872.9K
Cullen T Bankers, Inc.9,145
0.0% of portfolio›$761.3K
CRA Financial Services, LLC8,400
0.1% of portfolio›$699.3K
Creative Planning7,686
0.0% of portfolio›$639.9K
Atlas Brown,Inc.7,289
0.2% of portfolio›$606.8K
Sigma Planning Corp7,147
0.0% of portfolio›$595.0K
Altfest L J & Co Inc6,830
0.1% of portfolio›$568.6K
Compass Financial Management LLC5,042
0.0% of portfolio›$419.7K
Weaver Consulting Group5,029
0.1% of portfolio›$418.7K
Almanack Investment Partners, Llc.4,868
0.0% of portfolio›$405.2K
Ascent Group, LLC4,785
0.0% of portfolio›$398.4K
Farther Finance Advisors, LLC4,383
0.0% of portfolio›$364.9K
Beverly Hills Private Wealth, LLC4,339
0.1% of portfolio›$361.2K
Canandaigua National Bank & Trust Co4,296
0.0% of portfolio›$357.6K
MV Capital Management, Inc.4,209
0.0% of portfolio›$350.4K
Beaumont Financial Advisors, LLC4,091
0.0% of portfolio›$340.6K
Cyndeo Wealth Partners, LLC3,996
0.0% of portfolio›$332.6K
Colony Family Offices, LLC3,735
0.1% of portfolio›$310.9K
Hurlow Wealth Management Group, Inc.3,495
0.1% of portfolio›$291.0K
Concurrent Investment Advisors, LLC3,437
0.0% of portfolio›$286.1K
True Wealth Design, LLC3,415
0.1% of portfolio›$284.3K
Sweeney & Michel, LLC3,262
0.1% of portfolio›$271.6K
Cornerstone Wealth Group, LLC3,057
0.0% of portfolio›$254.5K
Brighton Jones LLC3,000
0.0% of portfolio›$249.7K
IFP Advisors, Inc2,709
0.0% of portfolio›$225.5K
Pinnacle Associates LTD2,690
0.0% of portfolio›$223.9K
Capital Investment Counsel, Inc2,570
0.0% of portfolio›$214.0K
Truist Financial Corp2,524
0.0% of portfolio›$210.1K
Assetmark, Inc1,148
0.0% of portfolio›$95.6K
Spire Wealth Management660
0.0% of portfolio›$54.9K
Burk Holdings LLC600
0.0% of portfolio›$50.0K
Bfsg, LLC414
0.0% of portfolio›$34.5K
Plante Moran Financial Advisors, LLC409
0.0% of portfolio›$34.0K
Halbert Hargrove Global Advisors, LLC274
0.0% of portfolio›$22.9K
Pension & Wealth Management Advisors, Inc.250
0.0% of portfolio›$20.9K
Parallel Advisors, LLC244
0.0% of portfolio›$20.3K
Silver Grove Financial Group, Inc.230
0.0% of portfolio›$19.1K
Blue Trust, Inc.143
0.0% of portfolio›$11.9K
Parkside Financial Bank & Trust132
0.0% of portfolio›$11.0K
Golden State Wealth Management, LLC121
0.0% of portfolio›$10.1K
Kingdom Financial Group Llc.76
0.0% of portfolio›$6.3K
Cassaday & Co Wealth Management LLC56
0.0% of portfolio›$4.7K
Rachor Investment Advisory Services, LLC42
0.0% of portfolio›$3.5K
Creative Financial Designs Inc29
0.0% of portfolio›$2.4K
Key Capital Management, Inc21
0.0% of portfolio›$1.7K
Mather Group, Llc.14
0.0% of portfolio›$1.2K
Cape Investment Advisory, Inc.13
0.0% of portfolio›$1.1K
Balance Wealth Partners LLC6
0.0% of portfolio›$484
Rossby Financial, LCC3
0.0% of portfolio›$250
Trust Co of Vermont1
0.0% of portfolio›$83
StyleTurnoverLocationFiled
Orgel Wealth Management, LLC
833,329$69.4M1.3%ETFMediumAltoona, WI2026-10-14
Kestra Advisory Services, LLC
717,635$59.7M0.2%CoreLowAustin, TX2026-11-02
High Probability Advisors, LLC
355,494$29.6M3.3%ETFVery LowPittsford, NY2026-10-19
Great Lakes Retirement, Inc.
244,939$20.4M1.8%GrowthLowSandusky, OH2026-10-26
Smith Chas P & Associates PA Cpas
179,629$15.2M0.7%CoreVery LowLakeland, FL2026-10-22
Beacon Financial Group
119,510$9.9M0.9%ETFMediumDallas, TX2026-10-19
Commonwealth Equity Services, LLC
111,167$9.3M0.0%ETFLowWaltham, MA2026-11-02
Sagespring Wealth Partners, LLC
105,717$8.8M0.1%ETFLowFranklin, TN2026-10-22
Kestra Private Wealth Services, LLC
62,822$5.2M0.1%GrowthLowAustin, TX2026-10-30
Keystone Wealth Services, LLC
54,706$4.6M0.8%ETFHighPalm Desert, CA2026-11-03
OmniStar Financial Group, Inc.
51,822$4.3M1.9%ValueHighWilmington, NC2026-10-26
Fullerton Advisors, LLC
35,155$2.9M2.7%ETFLowDanville, CA2026-10-14
Unique Wealth, LLC
34,249$2.9M0.3%ETFMediumTampa, FL2026-10-16
Centerline Wealth Advisors, LLC
32,331$2.7M0.8%ETFHighLouisville, KY2026-10-15
Strategic Blueprint, LLC
26,788$2.2M0.1%ETFLowAtlanta, GA2026-10-22
Bryant Woods Investment Advisors, LLC
25,618$2.1M0.6%ETFLowGetzville, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
23,834$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
21,981$1.8M0.0%ETFLowFairfield, IA2026-11-02
PKS Advisory Services, LLC
20,851$1.7M0.3%ETFMediumAlbany, NY2026-10-26
Breakwater Capital Group
18,861$1.6M0.2%ETFLowParamus, NJ2026-10-09
Prime Capital Investment Advisors, LLC
18,115$1.5M0.0%ETFLowOverland Park, KS2026-10-20
Lido Advisors, LLC
17,433$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Sovran Advisors, LLC
15,566$1.3M0.1%ETFMediumSan Diego, CA2026-11-02
OpenArc Corporate Advisory, LLC
12,001$999.1K0.0%GrowthLowAtlanta, GA2026-10-21
TD Waterhouse Canada Inc.
11,250$937.9K0.0%CoreLowToronto, Australia2026-10-16
Procyon Advisors, LLC
10,967$913.0K0.0%CoreVery LowShelton, CT2026-10-21
Flavin Financial Services, Inc.
10,485$872.9K0.5%CoreVery LowMelbourne, FL2026-10-21
Cullen T Bankers, Inc.
9,145$761.3K0.0%GrowthLowSan Antonio, TX2026-10-28
CRA Financial Services, LLC
8,400$699.3K0.1%ETFVery LowNorthfield, NJ2026-10-16
Creative Planning
7,686$639.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Atlas Brown,Inc.
7,289$606.8K0.2%GrowthLowLouisville, KY2026-10-09
Sigma Planning Corp
7,147$595.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Altfest L J & Co Inc
6,830$568.6K0.1%ETFHighNew York, NY2026-10-27
Compass Financial Management LLC
5,042$419.7K0.0%CoreN/ATampa, FL2026-10-30
Weaver Consulting Group
5,029$418.7K0.1%ETFLowHuntington Beach, CA2026-10-07
Almanack Investment Partners, Llc.
4,868$405.2K0.0%ETFMediumNewtown Square, PA2026-11-03
Ascent Group, LLC
4,785$398.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Farther Finance Advisors, LLC
4,383$364.9K0.0%IndexLowSan Francisco, CA2026-10-08
Beverly Hills Private Wealth, LLC
4,339$361.2K0.1%ValueMediumBeverly Hills, CA2026-11-04
Canandaigua National Bank & Trust Co
4,296$357.6K0.0%CoreVery LowCanandaigua, NY2026-10-07
MV Capital Management, Inc.
4,209$350.4K0.0%ETFLowBethesda, MD2026-10-29
Beaumont Financial Advisors, LLC
4,091$340.6K0.0%GrowthMediumNeedham, MA2026-10-22
Cyndeo Wealth Partners, LLC
3,996$332.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Colony Family Offices, LLC
3,735$310.9K0.1%ETFVery LowCharlotte, NC2026-10-22
Hurlow Wealth Management Group, Inc.
3,495$291.0K0.1%ETFVery LowBloomington, IN2026-10-29
Concurrent Investment Advisors, LLC
3,437$286.1K0.0%GrowthMediumTampa, FL2026-10-16
True Wealth Design, LLC
3,415$284.3K0.1%ETFMediumAkron, OH2026-10-13
Sweeney & Michel, LLC
3,262$271.6K0.1%ETFVery LowChico, CA2026-10-16
Cornerstone Wealth Group, LLC
3,057$254.5K0.0%CoreMediumHuntersville, NC2026-11-02
Brighton Jones LLC
3,000$249.7K0.0%CoreVery LowSeattle, WA2026-11-03
IFP Advisors, Inc
2,709$225.5K0.0%GrowthLowTampa, FL2026-10-16
Pinnacle Associates LTD
2,690$223.9K0.0%CoreLowNew York, NY2026-10-20
Capital Investment Counsel, Inc
2,570$214.0K0.0%GrowthVery LowRaleigh, NC2026-10-20
Truist Financial Corp
2,524$210.1K0.0%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
1,148$95.6K0.0%ETFLowConcord, CA2026-10-21
Spire Wealth Management
660$54.9K0.0%GrowthMediumMclean, VA2026-10-30
Burk Holdings LLC
600$50.0K0.0%ETFVery LowTulsa, OK2026-11-05
Bfsg, LLC
414$34.5K0.0%CoreLowIrvine, CA2026-10-30
Plante Moran Financial Advisors, LLC
409$34.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Halbert Hargrove Global Advisors, LLC
274$22.9K0.0%ETFLowLong Beach, CA2026-10-16
Pension & Wealth Management Advisors, Inc.
250$20.9K0.0%ETFLowWaltham, MA2026-10-16
Parallel Advisors, LLC
244$20.3K0.0%IndexLowSan Francisco, CA2026-11-03
Silver Grove Financial Group, Inc.
230$19.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Blue Trust, Inc.
143$11.9K0.0%ETFLowBrentwood, TN2026-10-15
Parkside Financial Bank & Trust
132$11.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Golden State Wealth Management, LLC
121$10.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Kingdom Financial Group Llc.
76$6.3K0.0%ETFMediumPeoria, AZ2026-11-04
Cassaday & Co Wealth Management LLC
56$4.7K0.0%ETFVery LowMclean, VA2026-10-27
Rachor Investment Advisory Services, LLC
42$3.5K0.0%ETFVery LowLinden, MI2026-10-29
Creative Financial Designs Inc
29$2.4K0.0%ETFMediumKokomo, IN2026-11-04
Key Capital Management, Inc
21$1.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Mather Group, Llc.
14$1.2K0.0%ETFMediumChicago, IL2026-10-14
Cape Investment Advisory, Inc.
13$1.1K0.0%ETFLowMcdonough, GA2026-10-13
Balance Wealth Partners LLC
6$4840.0%ETFMediumWorthington, OH2026-10-27
Rossby Financial, LCC
3$2500.0%ETFMediumMelbourne, FL2026-11-05
Trust Co of Vermont
1$830.0%CoreVery LowBrattleboro, VT2026-10-21