Beacon Pointe Advisors, 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
Beacon Pointe Advisors, LLC ownership history of FIDELITY
ValueSharesWeighting
Q1 2023$214,970
-56.2%
4,436
-56.6%
0.00%
-60.0%
Q4 2022$490,549
-59.3%
10,226
-59.5%
0.01%
-63.0%
Q3 2022$1,204,000
-59.3%
25,277
-58.4%
0.03%
-56.5%
Q2 2022$2,958,000
-36.1%
60,724
-34.7%
0.06%
-1.6%
Q1 2022$4,631,000
+61.9%
93,044
+70.0%
0.06%
-11.3%
Q3 2021$2,860,00054,7410.07%
Other shareholders
FIDELITY shareholders Q4 2021
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 52,762$2,625,0001.69%
NORRIS PERNE & FRENCH LLP/MI 349,448$17,392,0001.41%
ISLAY CAPITAL MANAGEMENT, LLC 26,494$1,319,0001.10%
WEALTH MANAGEMENT RESOURCES, INC. 29,636$1,475,0001.02%
Levy Wealth Management Group, LLC 40,011$1,991,0000.83%
LVZ, Inc. 90,881$4,523,0000.63%
GSB Wealth Management, LLC 35,751$1,779,0000.52%
Rehmann Capital Advisory Group 96,512$4,807,859,0000.46%
SCHMIDT P J INVESTMENT MANAGEMENT INC 33,804$1,659,0000.37%
IFP Advisors, Inc 501,496$24,788,0000.31%
View complete list of FIDELITY shareholders