FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 60 filers reported holding FIDELITY in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,696,054 | -7.1% | 56,408 | -6.7% | 0.01% | 0.0% |
| Q2 2023 | $2,900,894 | +5.0% | 60,429 | +6.0% | 0.01% | 0.0% |
| Q1 2023 | $2,762,559 | -1.6% | 57,007 | -2.6% | 0.01% | -16.7% |
| Q4 2022 | $2,806,485 | -2.6% | 58,505 | -3.4% | 0.01% | 0.0% |
| Q3 2022 | $2,881,000 | +739.9% | 60,537 | +760.5% | 0.01% | +500.0% |
| Q2 2022 | $343,000 | -2.0% | 7,035 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $350,000 | +34.6% | 7,035 | +41.7% | 0.00% | 0.0% |
| Q3 2020 | $260,000 | -19.0% | 4,964 | -22.5% | 0.00% | -50.0% |
| Q4 2017 | $321,000 | -8.3% | 6,409 | -7.6% | 0.00% | 0.0% |
| Q3 2017 | $350,000 | -34.6% | 6,938 | -34.6% | 0.00% | -50.0% |
| Q2 2017 | $535,000 | -37.0% | 10,604 | -37.3% | 0.00% | -33.3% |
| Q1 2017 | $849,000 | – | 16,922 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MIRSKY FINANCIAL MANAGEMENT CORP. | 152,757 | $7,992,000 | 4.80% |
| ISLAY CAPITAL MANAGEMENT, LLC | 21,253 | $1,112,000 | 1.29% |
| Soltis Investment Advisors LLC | 27,190 | $1,423,000 | 0.37% |
| ASSETMARK, INC | 906,150 | $47,410,000 | 0.34% |
| Kerntke Otto McGlone Wealth Management Group | 5,202 | $272,000 | 0.25% |
| LVZ, Inc. | 18,932 | $991,000 | 0.22% |
| Rehmann Capital Advisory Group | 14,922 | $780,735,000 | 0.11% |
| IFP Advisors, Inc | 16,832 | $879,000 | 0.07% |
| RWA WEALTH PARTNERS, LLC | 7,099 | $371,000 | 0.04% |
| B. Riley Wealth Advisors, Inc. | 9,582 | $502,000 | 0.03% |