AE Wealth Management LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 60 filers reported holding FIDELITY in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of FIDELITY
ValueSharesWeighting
Q1 2022$453,000
+8.1%
9,103
+12.4%
0.00%0.0%
Q4 2021$419,000
-3.0%
8,097
-2.1%
0.00%
-25.0%
Q3 2021$432,000
-11.7%
8,273
-11.5%
0.00%0.0%
Q2 2021$489,000
+15.1%
9,344
+14.8%
0.00%0.0%
Q1 2021$425,000
+47.1%
8,136
+48.9%
0.00%
+33.3%
Q4 2020$289,000
+5.9%
5,464
+4.9%
0.00%
-25.0%
Q3 2020$273,000
-80.3%
5,207
-81.3%
0.00%
-87.5%
Q1 2020$1,386,000
+569.6%
27,816
+573.0%
0.03%
+128.6%
Q1 2019$207,000
-84.2%
4,133
-84.4%
0.01%
-93.8%
Q4 2018$1,310,00026,5330.22%
Other shareholders
FIDELITY shareholders Q4 2021
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