FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 254 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $188,811 | +8.6% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $173,880 | +8.7% | 2,700 | 0.0% | 0.02% | +11.8% |
| Q4 2023 | $159,948 | +13.9% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $140,373 | +119.3% | 2,700 | +2026.0% | 0.02% | -15.0% |
| Q4 2020 | $64,000 | +2033.3% | 127 | +1170.0% | 0.02% | +1900.0% |
| Q3 2019 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | – | 10 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kovack Advisors, Inc. | 17,163 | $3,108,000 | 2.17% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 17,774 | $3,219,000 | 1.13% |
| Ruggie Capital Group | 2,985 | $590,000 | 0.56% |
| ALBION FINANCIAL GROUP /UT | 7,983 | $1,446,000 | 0.26% |
| Sigma Planning Corp | 7,863 | $1,424,000 | 0.23% |
| Concert Wealth Management Inc. | 5,515 | $1,000,000 | 0.14% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,200 | $217,000 | 0.11% |
| MSI Financial Services Inc | 2,116 | $383,000 | 0.03% |
| Virtu KCG Holdings LLC | 9,033 | $1,636,000 | 0.03% |
| First Allied Advisory Services, Inc. | 2,362 | $429,000 | 0.02% |