Sigma Planning Corp - FIDELITY ownership

FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 40 filers reported holding FIDELITY in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$235,029
-3.9%
5,377
+0.5%
0.01%0.0%
Q2 2023$244,511
-26.6%
5,348
-11.6%
0.01%0.0%
Q4 2021$333,000
-31.6%
6,050
-31.3%
0.01%
-40.0%
Q3 2021$487,000
-12.9%
8,801
-12.3%
0.02%
-11.8%
Q2 2021$559,000
-8.7%
10,032
-11.2%
0.02%
-15.0%
Q1 2021$612,000
-8.7%
11,296
-3.5%
0.02%
-13.0%
Q4 2020$670,000
+11.3%
11,702
+8.7%
0.02%
-4.2%
Q3 2020$602,000
-4.3%
10,770
-5.1%
0.02%
-14.3%
Q2 2020$629,000
+16.3%
11,350
+5.1%
0.03%
-12.5%
Q1 2020$541,000
+3.6%
10,803
+9.7%
0.03%
+45.5%
Q4 2019$522,000
+21.7%
9,846
+21.7%
0.02%
+4.8%
Q3 2019$429,000
+53.8%
8,088
+49.8%
0.02%
+50.0%
Q2 2019$279,000
+2.6%
5,398
-0.5%
0.01%
-6.7%
Q1 2019$272,000
-70.0%
5,423
-71.0%
0.02%
-71.7%
Q3 2018$908,000
+19.8%
18,700
+18.7%
0.05%
+3.9%
Q2 2018$758,000
-2.9%
15,753
-1.0%
0.05%
-10.5%
Q1 2018$781,000
+19.1%
15,913
+23.6%
0.06%
+11.8%
Q4 2017$656,000
-44.4%
12,870
-44.7%
0.05%
-47.4%
Q3 2017$1,180,000
+34.9%
23,256
+34.4%
0.10%
+18.3%
Q2 2017$875,000
+53.8%
17,308
+52.0%
0.08%
+49.1%
Q1 2017$569,000
+55.5%
11,385
+53.7%
0.06%
+37.5%
Q4 2016$366,000
+32.6%
7,407
+37.9%
0.04%
+21.2%
Q3 2016$276,0005,3710.03%
Other shareholders
FIDELITY shareholders Q4 2020
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 376,540$21,059,0009.41%
PROFESSIONAL PLANNING 96,397$5,389,0004.11%
Financial Partners Group, Inc 38,989$2,180,0000.75%
ISLAY CAPITAL MANAGEMENT, LLC 10,340$578,0000.60%
High Falls Advisors, Inc 26,610$1,0000.35%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 61,364$3,447,0000.30%
HBW ADVISORY SERVICES LLC 12,326$689,0000.28%
GeoWealth Management, LLC 5,941$331,0000.10%
RWA WEALTH PARTNERS, LLC 15,375$860,0000.09%
Stratos Investment Management, LLC 3,851$215,0000.08%
View complete list of FIDELITY shareholders