FormulaFolio Investments, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q4 2020$27,158,000
+24.4%
54,137
+7.6%
0.57%
-32.3%
Q3 2020$21,837,000
+870.5%
50,317
+774.9%
0.84%
+814.1%
Q2 2020$2,250,000
-3.4%
5,751
-26.3%
0.09%
-26.4%
Q1 2020$2,329,000
-74.0%
7,801
-69.6%
0.12%
-60.9%
Q4 2019$8,972,000
+84.2%
25,668
+65.5%
0.32%
+70.2%
Q3 2019$4,871,000
+1114.7%
15,513
+1116.7%
0.19%
+1005.9%
Q2 2019$401,000
+5.8%
1,275
+1.9%
0.02%0.0%
Q1 2019$379,000
-77.7%
1,251
-76.7%
0.02%
-77.3%
Q4 2018$1,697,0000.0%5,3770.0%0.08%0.0%
Q3 2018$1,697,000
+67.9%
5,377
+56.7%
0.08%
+56.2%
Q2 2018$1,011,000
+256.0%
3,432
+235.2%
0.05%
+182.4%
Q1 2018$284,000
+7.6%
1,024
+5.3%
0.02%0.0%
Q4 2017$264,0009720.02%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2023
NameSharesValueWeighting ↓
Silicon Valley Capital Partners 19,792$5,145,0002.58%
Pinnacle Family Advisors, LLC 8,843$2,299,0001.55%
Townsend & Associates, Inc 4,941$1,284,0001.47%
SMITH CHAS P & ASSOCIATES PA CPAS 37,636$9,784,0001.33%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,392$4,001,0001.26%
Questar Asset Management, Inc. 4,093$1,064,0001.25%
CRA Financial Services, LLC 4,480$1,165,0000.84%
Kovack Advisors, Inc. 10,914$2,837,0000.83%
Sowell Financial Services LLC 21,187$5,508,0000.78%
FinTrust Capital Advisors, LLC 5,075$1,319,0000.65%
View complete list of FIDELITY COMWLTH TR shareholders