N.E.W. Advisory Services LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$604,344
-3.8%
11,624
+0.0%
0.09%
-2.3%
Q2 2023$628,458
+11.9%
11,621
-0.7%
0.09%
+7.3%
Q1 2023$561,402
+14.7%
11,708
-2.0%
0.08%
+6.5%
Q4 2022$489,442
-2.5%
11,946
-1.4%
0.08%
-15.4%
Q3 2022$502,000
-4.0%
12,121
+0.0%
0.09%0.0%
Q2 2022$523,000
-35.3%
12,117
+671.3%
0.09%
-40.5%
Q1 2022$808,000
-15.2%
1,571
-90.0%
0.15%
+6.2%
Q4 2021$953,000
+8.2%
15,646
-0.2%
0.14%0.0%
Q3 2021$881,000
-0.7%
15,673
-0.2%
0.14%
-2.7%
Q2 2021$887,000
+8.2%
15,710
+900.0%
0.15%
-3.9%
Q1 2021$820,000
-8.1%
1,571
-11.3%
0.15%
-18.1%
Q4 2020$892,000
-9.7%
1,772
-22.5%
0.19%
-32.6%
Q3 2020$988,000
+7.6%
2,285
-2.6%
0.28%
-2.4%
Q2 2020$918,000
-0.4%
2,347
-10.9%
0.29%
-4.3%
Q4 2019$922,0002,6340.30%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2021
NameSharesValueWeighting ↓
Silicon Valley Capital Partners 19,792$5,145,0002.58%
Pinnacle Family Advisors, LLC 8,843$2,299,0001.55%
Townsend & Associates, Inc 4,941$1,284,0001.47%
SMITH CHAS P & ASSOCIATES PA CPAS 37,636$9,784,0001.33%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,392$4,001,0001.26%
Questar Asset Management, Inc. 4,093$1,064,0001.25%
CRA Financial Services, LLC 4,480$1,165,0000.84%
Kovack Advisors, Inc. 10,914$2,837,0000.83%
Sowell Financial Services LLC 21,187$5,508,0000.78%
FinTrust Capital Advisors, LLC 5,075$1,319,0000.65%
View complete list of FIDELITY COMWLTH TR shareholders