UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 57 filers reported holding FIDELITY in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2022$209,000
+1.5%
4,383
+10.1%
0.00%0.0%
Q4 2021$206,000
-1.0%
3,9800.0%0.00%0.0%
Q3 2021$208,0000.0%3,9800.0%0.00%0.0%
Q2 2021$208,0000.0%3,9800.0%0.00%0.0%
Q1 2021$208,000
-1.0%
3,9800.0%0.00%0.0%
Q4 2020$210,000
+0.5%
3,9800.0%0.00%0.0%
Q3 2020$209,000
+0.5%
3,9800.0%0.00%
-50.0%
Q2 2020$208,000
+2.5%
3,9800.0%0.00%
+100.0%
Q4 2019$203,0000.0%3,9800.0%0.00%0.0%
Q3 2019$203,0003,9800.00%
Other shareholders
FIDELITY shareholders Q1 2021
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 183,538$9,506,0003.92%
Beaumont Capital Management, LLC 54,189$2,806,0001.62%
NORRIS PERNE & FRENCH LLP/MI 353,626$18,314,0001.42%
WEALTH MANAGEMENT RESOURCES, INC. 39,121$2,026,0001.30%
ISLAY CAPITAL MANAGEMENT, LLC 32,778$1,698,0001.28%
LVZ, Inc. 176,531$9,143,0001.22%
Levy Wealth Management Group, LLC 39,702$2,056,0000.93%
GSB Wealth Management, LLC 35,052$1,815,0000.52%
Community Financial Services Group, LLC 34,260$1,774,0000.44%
Rehmann Capital Advisory Group 89,244$4,620,096,0000.43%
View complete list of FIDELITY shareholders