Capital Advisors, Ltd. LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 72 filers reported holding FIDELITY in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of FIDELITY
ValueSharesWeighting
Q2 2024$90.0%1880.0%0.00%0.0%
Q1 2024$90.0%1880.0%0.00%0.0%
Q4 2023$9
-92.9%
188
-92.9%
0.00%
-94.7%
Q3 2023$126
-0.8%
2,6390.0%0.02%0.0%
Q2 2023$127
-0.8%
2,6390.0%0.02%
-9.5%
Q1 2023$128
+0.8%
2,6390.0%0.02%
-4.5%
Q4 2022$1272,6390.02%
Other shareholders
FIDELITY shareholders Q4 2022
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 128,625$6,391,0001.05%
ASSETMARK, INC 910,744$45,255,0000.84%
B. Riley Wealth Advisors, Inc. 53,390$2,653,0000.54%
Commonwealth Equity Services, Inc 380,172$18,891,0000.18%
WFG Advisors, LP 4,402$219,0000.06%
ENVESTNET ASSET MANAGEMENT INC 209,121$10,391,0000.05%
Sigma Planning Corp 5,532$275,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 18,335$911,0000.02%
JANE STREET GROUP, LLC 18,010$895,0000.01%
MSI Financial Services Inc 369$18,0000.00%
View complete list of FIDELITY shareholders