CWM, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 56 filers reported holding FIDELITY in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$370.0%776
+0.4%
0.00%
Q2 2023$370.0%773
+0.4%
0.00%
Q1 2023$370.0%770
+0.5%
0.00%
Q4 2022$37
-99.9%
766
+0.3%
0.00%
Q3 2022$36,000
-2.7%
764
+0.3%
0.00%
Q2 2022$37,000
-2.6%
762
+0.1%
0.00%
Q1 2022$38,000
-2.6%
761
+0.1%
0.00%
Q4 2021$39,000
-2.5%
760
+0.3%
0.00%
Q2 2021$40,0000.0%7580.0%0.00%
Q1 2021$40,0000.0%7580.0%0.00%
Q4 2020$40,0000.0%7580.0%0.00%
Q3 2020$40,0000.0%7580.0%0.00%
Q2 2020$40,0000.0%7580.0%0.00%
Q1 2020$40,0000.0%7580.0%0.00%
Q4 2019$40,0000.0%7580.0%0.00%
Q3 2019$40,0000.0%7580.0%0.00%
Q2 2019$40,0000.0%7580.0%0.00%
Q1 2019$40,0007580.00%
Other shareholders
FIDELITY shareholders Q3 2023
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 52,762$2,625,0001.69%
NORRIS PERNE & FRENCH LLP/MI 349,448$17,392,0001.41%
ISLAY CAPITAL MANAGEMENT, LLC 26,494$1,319,0001.10%
WEALTH MANAGEMENT RESOURCES, INC. 29,636$1,475,0001.02%
Levy Wealth Management Group, LLC 40,011$1,991,0000.83%
LVZ, Inc. 90,881$4,523,0000.63%
GSB Wealth Management, LLC 35,751$1,779,0000.52%
Rehmann Capital Advisory Group 96,512$4,807,859,0000.46%
SCHMIDT P J INVESTMENT MANAGEMENT INC 33,804$1,659,0000.37%
IFP Advisors, Inc 501,496$24,788,0000.31%
View complete list of FIDELITY shareholders