Fidelity Quality Factor ETFFQALETF
13F holders, Q1 2025 (March 31)110holders +2
14new positions
10sold out
1famous investor
$64.16avg. 13F price*
At the end of Q1 2025, 110 institutions reported holding Fidelity Quality Factor ETF (FQAL) in their 13F filings, up 2 from Q4 2024. 14 opened new positions and 10 sold out. The largest holders were FMR LLC ($490.6M), Envestnet Asset Management Inc. ($70.7M) and Orgel Wealth Management, LLC ($60.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Quality Factor ETF
- CUSIP
- 316092790
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.0M |
| Exits | 10 | $10.0M |
All 13F filers, Q4 2024 → Q1 2025: 672,086 shares bought and 526,435 shares sold, net +145,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| FMR LLC | 0.03% | Reduce -3.9% | 7,647,001 | $490.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.3% | 1,101,531 | $70.7M |
| Orgel Wealth Management, LLC | 1.57% | Reduce -2.1% | 944,390 | $60.6M |
| Kestra Advisory Services, LLC | 0.17% | Add +2.8% | 555,932 | $35.7M |
| High Probability Advisors, LLC | 3.00% | Add +2.7% | 280,726 | $18.0M |
| Great Lakes Retirement, Inc. | 2.03% | Add +1.8% | 240,921 | $15.5M |
| Smith Chas P & Associates Pa Cpas | 0.89% | Add +1.2% | 239,311 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Add +357.4% | 177,240 | $11.4M |
| Beacon Financial Group | 1.21% | Reduce -7.4% | 172,317 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.3% | 152,410 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Add +24.9% | 128,652 | $8.3M |
| Sagespring Wealth Partners, LLC | 0.19% | New | 114,995 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +41.1% | 108,352 | $7.0M |
| Sunbelt Securities, Inc. | 0.58% | Add +1.8% | 101,624 | $6.5M |
| AE Wealth Management LLC | 0.04% | Add +6.6% | 75,147 | $4.8M |
| Morgan Stanley | 0.00% | Add +26.5% | 63,810 | $4.1M |
| LPL Financial LLC | 0.00% | Add +17.7% | 63,577 | $4.1M |
| Unique Wealth, LLC | 0.75% | New | 61,667 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +318.4% | 54,469 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +17.8% | 51,832 | $3.3M |
| Bank of America Corp. | 0.00% | Add +1.1% | 45,359 | $2.9M |
| Quotient Wealth Partners, LLC | 0.09% | Add +247.9% | 42,572 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.2% | 41,071 | $2.6M |
| Allworth Financial LP | 0.01% | Add +1.4% | 38,175 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.5% | 33,739 | $2.2M |
| Sequent Asset Management, LLC | 1.15% | Reduce -0.4% | 32,134 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 31,663 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +4.4% | 26,270 | $1.7M |
| Madden Advisory Services, Inc. | 0.78% | Add +0.3% | 26,046 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 26,028 | $1.7M |
| Biondo Investment Advisors, LLC | 0.23% | Reduce -2.6% | 25,028 | $1.6M |
| OmniStar Financial Group, Inc. | 1.26% | Reduce -7.5% | 24,827 | $1.6M |
| Silver Oak Securities, Incorporated | 0.15% | Add +246.7% | 24,795 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +18.4% | 21,387 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 21,202 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +13.6% | 20,842 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -8.0% | 19,508 | $1.3M |
| PKS Advisory Services, LLC | 0.33% | Reduce -3.3% | 19,002 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +89.9% | 18,268 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -3.6% | 17,928 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 17,632 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +2.1% | 15,984 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.3% | 15,792 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -1.3% | 15,475 | $993K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.4% | 14,737 | $946K |
| Valmark Advisers, Inc. | 0.01% | Add +15.7% | 14,490 | $930K |
| Foundations Investment Advisors, LLC | 0.02% | Add +285.9% | 13,905 | $892K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -3.8% | 13,514 | $867K |
| Hobbs Group Advisors, LLC | 0.29% | Add +0.0% | 11,839 | $760K |
| Flavin Financial Services, Inc. | 0.67% | Reduce -2.7% | 11,386 | $731K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 11,207 | $719K |
| Jane Street Group, LLC | 0.00% | Add +5.9% | 11,083 | $711K |
| AssuredPartners Investment Advisors, LLC | 0.11% | No change | 9,187 | $589K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.8% | 9,048 | $582K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.4% | 9,053 | $581K |
| Altfest L J & Co. Inc. | 0.07% | Add +0.1% | 8,448 | $542K |
| Citadel Advisors | 0.00% | New | 8,158 | $523K |
| Atlas Brown,Inc. | 0.16% | Add +5.7% | 7,026 | $451K |
| Hoxton Planning & Management, LLC | 0.16% | Reduce -2.4% | 6,578 | $422K |
| FWL Investment Management, LLC | 0.15% | Reduce -22.7% | 6,487 | $416K |
| Sigma Planning Corp | 0.01% | Add +8.6% | 6,233 | $400K |
| Lighthouse Financial LLC | 0.33% | No change | 6,000 | $385K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +160.9% | 5,695 | $365K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 5,316 | $341K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -5.8% | 5,189 | $333K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -6.6% | 4,940 | $317K |
| MV Capital Management, Inc. | 0.03% | No change | 4,209 | $270K |
| Keystone Wealth Services, LLC | 0.07% | No change | 3,991 | $256K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +2.6% | 3,967 | $255K |
| Ascent Group, LLC | 0.01% | New | 3,870 | $248K |
| True Wealth Design, LLC | 0.09% | Reduce -6.8% | 3,786 | $243K |
| Parsons Capital Management Inc. | 0.01% | No change | 3,785 | $243K |
| Weaver Consulting Group | 0.07% | No change | 3,757 | $241K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 3,654 | $234K |
| Bank of Montreal | 0.00% | Add +153.6% | 3,550 | $228K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 3,488 | $224K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.9% | 3,242 | $208K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 3,232 | $207K |
| Colonial River Investments, LLC | 0.11% | New | 3,200 | $205K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,153 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 2,775 | $178K |
| UBS Group AG | 0.00% | Add +562.0% | 2,701 | $173K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,570 | $165K |
| Spire Wealth Management | 0.01% | No change | 2,440 | $157K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.3% | 2,138 | $137K |
| Royal Bank of Canada | 0.00% | Add +29.0% | 2,074 | $133K |
| Colonial Trust Co / SC | 0.02% | Reduce -40.4% | 1,916 | $122K |
| Stone House Investment Management, LLC | 0.02% | New | 1,182 | $76K |
| Wells Fargo & Company | 0.00% | Add +37.0% | 1,071 | $69K |
| Clarity Asset Management, Inc. | 0.04% | Add +99.6% | 1,056 | $68K |
| Qube Research & Technologies Ltd | 0.00% | Add +67.5% | 943 | $61K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 877 | $56K |
| MAI Capital Management | 0.00% | Add +4.3% | 834 | $54K |
| Principal Securities, Inc. | 0.00% | No change | 781 | $51K |
| IFP Advisors, Inc | 0.00% | No change | 729 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 485 | $31K |
| CNB Bank | 0.01% | No change | 375 | $24K |
| Bfsg, LLC | 0.00% | Add +0.3% | 287 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 184 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 158 | $10K |
"% of holder's portfolio" is FQAL's weight in each manager's 13F, not the share of Fidelity Quality Factor ETF the manager owns.