Soltis Investment Advisors LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 57 filers reported holding FIDELITY in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$650,833
-0.4%
13,6170.0%0.08%
+10.5%
Q2 2023$653,684
-0.9%
13,6170.0%0.08%
-9.5%
Q1 2023$659,880
+1.0%
13,6170.0%0.08%
-2.3%
Q4 2022$653,207
-34.4%
13,617
-34.9%
0.09%
-42.7%
Q3 2022$996,000
-2.3%
20,9330.0%0.15%
+1.4%
Q2 2022$1,019,000
-5.6%
20,933
-3.5%
0.15%
-1.3%
Q1 2022$1,080,000
-23.3%
21,699
-20.2%
0.15%
-24.6%
Q4 2021$1,408,000
-0.9%
27,1900.0%0.20%
-9.5%
Q3 2021$1,421,000
-0.2%
27,1900.0%0.22%
-2.7%
Q2 2021$1,424,000
+0.2%
27,1900.0%0.23%
-12.7%
Q1 2021$1,421,000
-1.2%
27,1900.0%0.26%
-2.6%
Q4 2020$1,438,000
+0.8%
27,1900.0%0.27%
-20.6%
Q3 2020$1,427,000
+0.3%
27,1900.0%0.34%
-9.2%
Q2 2020$1,423,000
-38.0%
27,190
-41.0%
0.37%
-48.2%
Q1 2020$2,295,000
-17.4%
46,068
-15.6%
0.71%
+33.3%
Q4 2019$2,777,00054,5510.54%
Other shareholders
FIDELITY shareholders Q1 2021
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 183,538$9,506,0003.92%
Beaumont Capital Management, LLC 54,189$2,806,0001.62%
NORRIS PERNE & FRENCH LLP/MI 353,626$18,314,0001.42%
WEALTH MANAGEMENT RESOURCES, INC. 39,121$2,026,0001.30%
ISLAY CAPITAL MANAGEMENT, LLC 32,778$1,698,0001.28%
LVZ, Inc. 176,531$9,143,0001.22%
Levy Wealth Management Group, LLC 39,702$2,056,0000.93%
GSB Wealth Management, LLC 35,052$1,815,0000.52%
Community Financial Services Group, LLC 34,260$1,774,0000.44%
Rehmann Capital Advisory Group 89,244$4,620,096,0000.43%
View complete list of FIDELITY shareholders