BerganKDV Wealth Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2020$1,0000.0%20.0%0.00%
Q2 2020$1,0000.0%20.0%0.00%
Q1 2020$1,0000.0%2
-33.3%
0.00%
Q4 2019$1,0000.0%30.0%0.00%
Q3 2019$1,0000.0%30.0%0.00%
Q2 2019$1,0000.0%3
+50.0%
0.00%
Q1 2019$1,0000.0%20.0%0.00%
Q4 2018$1,0000.0%20.0%0.00%
Q3 2018$1,00020.00%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kovack Advisors, Inc. 17,163$3,108,0002.17%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 17,774$3,219,0001.13%
Ruggie Capital Group 2,985$590,0000.56%
ALBION FINANCIAL GROUP /UT 7,983$1,446,0000.26%
Sigma Planning Corp 7,863$1,424,0000.23%
Concert Wealth Management Inc. 5,515$1,000,0000.14%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,200$217,0000.11%
MSI Financial Services Inc 2,116$383,0000.03%
Virtu KCG Holdings LLC 9,033$1,636,0000.03%
First Allied Advisory Services, Inc. 2,362$429,0000.02%
View complete list of FIDELITY COMWLTH TR shareholders