FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $306,296 | +8.6% | 4,380 | 0.0% | 0.02% | +7.1% |
| Q1 2024 | $282,042 | +8.7% | 4,380 | +0.0% | 0.01% | 0.0% |
| Q4 2023 | $259,403 | +12.3% | 4,379 | +0.0% | 0.01% | 0.0% |
| Q3 2023 | $230,995 | -1.6% | 4,378 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $234,815 | +11.9% | 4,378 | +0.0% | 0.01% | +7.7% |
| Q1 2023 | $209,879 | -74.9% | 4,377 | -78.5% | 0.01% | -77.2% |
| Q4 2022 | $835,969 | – | 20,404 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |