IFP 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
IFP Advisors, Inc ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$551,322
-91.7%
11,535
-91.6%
0.02%
-83.0%
Q2 2023$6,680,091
+14.1%
137,118
+15.8%
0.15%
-42.4%
Q1 2023$5,854,494
+96973.4%
118,438
-3.0%
0.26%
+58.4%
Q4 2022$6,031
-100.0%
122,050
-54.5%
0.16%
-53.3%
Q3 2022$13,248,000
-0.0%
268,073
-0.0%
0.34%
-17.3%
Q2 2022$13,254,000
-46.5%
268,132
-46.5%
0.42%
+35.0%
Q1 2022$24,788,000
+110.4%
501,496
+120.4%
0.31%
+34.3%
Q4 2021$11,780,000
+2.1%
227,497
+3.0%
0.23%
-0.4%
Q3 2021$11,533,000
+5.9%
220,828
+6.2%
0.23%
+2.7%
Q2 2021$10,888,000
+48.2%
207,947
+48.1%
0.22%
+57.3%
Q1 2021$7,347,000
+13.6%
140,452
+14.9%
0.14%
-45.4%
Q4 2020$6,467,000
+630.7%
122,237
+623.8%
0.26%
+394.3%
Q3 2020$885,000
+0.7%
16,889
+0.3%
0.05%
-24.3%
Q2 2020$879,000
+6.0%
16,832
-0.1%
0.07%
-16.7%
Q1 2020$829,000
-1.0%
16,851
+2.4%
0.08%
+33.3%
Q4 2019$837,000
+14.3%
16,459
+14.5%
0.06%
+28.6%
Q3 2019$732,000
+1009.1%
14,374
+979.9%
0.05%
+1125.0%
Q4 2018$66,000
-18.5%
1,331
-18.9%
0.00%
+33.3%
Q3 2018$81,000
+37.3%
1,642
+36.8%
0.00%
+50.0%
Q2 2018$59,000
-64.7%
1,200
-64.0%
0.00%
-75.0%
Q4 2016$167,0003,3370.01%
Other shareholders
FIDELITY shareholders Q1 2023
NameSharesValueWeighting ↓
OmniStar Financial Group, Inc. 11,767$563,1400.67%
GSB Wealth Management, LLC 32,583$1,557,3440.52%
ISLAY CAPITAL MANAGEMENT, LLC 11,804$564,1790.47%
Levy Wealth Management Group, LLC 28,786$1,375,8270.43%
WEALTH MANAGEMENT RESOURCES, INC. 18,049$862,6730.42%
NORRIS PERNE & FRENCH LLP/MI 78,473$3,750,6440.33%
ABSOLUTE CAPITAL MANAGEMENT, LLC 5,447$260,3220.25%
McGlone Suttner Wealth Management, Inc. 22,036$1,053,1760.24%
Community Financial Services Group, LLC 16,406$784,1370.20%
KESTRA PRIVATE WEALTH SERVICES, LLC 131,788$6,298,8870.20%
View complete list of FIDELITY shareholders