TCI Wealth Advisors, Inc. - FIDELITY ownership

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
TCI Wealth Advisors, Inc. ownership history of FIDELITY
ValueSharesWeighting
Q1 2023$16,235
+1.0%
3350.0%0.00%0.0%
Q4 2022$16,070
+0.4%
3350.0%0.00%
-33.3%
Q3 2022$16,0000.0%3350.0%0.00%
+50.0%
Q2 2022$16,000
-5.9%
3350.0%0.00%
-33.3%
Q1 2022$17,0000.0%3350.0%0.00%0.0%
Q4 2021$17,000
-5.6%
3350.0%0.00%0.0%
Q3 2021$18,0000.0%3350.0%0.00%0.0%
Q2 2021$18,0000.0%3350.0%0.00%
-62.5%
Q1 2021$18,0000.0%3350.0%0.01%0.0%
Q4 2020$18,0000.0%3350.0%0.01%
+14.3%
Q3 2020$18,0000.0%3350.0%0.01%
-12.5%
Q2 2020$18,0003350.01%
Other shareholders
FIDELITY shareholders Q1 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 165,750$8,765,0004.51%
LVZ, Inc. 85,672$4,530,0000.76%
ISLAY CAPITAL MANAGEMENT, LLC 14,865$786,0000.71%
Levy Wealth Management Group, LLC 15,018$794,0000.56%
Rehmann Capital Advisory Group 75,969$4,019,880,0000.45%
SCHMIDT P J INVESTMENT MANAGEMENT INC 30,692$1,620,0000.37%
Retirement Group, LLC 11,229$593,0000.27%
Soltis Investment Advisors LLC 27,190$1,438,0000.27%
IFP Advisors, Inc 122,237$6,467,0000.26%
NICOLET ADVISORY SERVICES, LLC 19,523$1,032,0000.14%
View complete list of FIDELITY shareholders