Kestra Advisory Services, LLC - FIDELITY ownership

FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 40 filers reported holding FIDELITY in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$595,855
-1.9%
13,632
+2.6%
0.01%0.0%
Q2 2023$607,527
+4.4%
13,288
+5.3%
0.01%0.0%
Q1 2023$582,065
+11.0%
12,621
+8.0%
0.01%
+20.0%
Q4 2022$524,180
-99.9%
11,690
-56.5%
0.01%
-16.7%
Q3 2022$588,588,000
+101556.0%
26,854
+115.2%
0.01%0.0%
Q2 2022$579,000
+141.2%
12,478
+163.0%
0.01%
+200.0%
Q1 2022$240,000
-94.6%
4,744
-94.1%
0.00%
-95.6%
Q4 2021$4,431,000
-56.9%
80,556
-56.6%
0.04%
-56.3%
Q3 2021$10,278,000
+6.9%
185,659
+7.5%
0.10%
-5.5%
Q2 2021$9,617,000
+55.1%
172,633
+50.9%
0.11%
+38.0%
Q1 2021$6,200,000
+293.2%
114,391
+314.6%
0.08%
+338.9%
Q4 2020$1,577,000
-99.5%
27,588
+27766.7%
0.02%
+200.0%
Q3 2020$328,000,000990.01%
Other shareholders
FIDELITY shareholders Q4 2020
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 376,540$21,059,0009.41%
PROFESSIONAL PLANNING 96,397$5,389,0004.11%
Financial Partners Group, Inc 38,989$2,180,0000.75%
ISLAY CAPITAL MANAGEMENT, LLC 10,340$578,0000.60%
High Falls Advisors, Inc 26,610$1,0000.35%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 61,364$3,447,0000.30%
HBW ADVISORY SERVICES LLC 12,326$689,0000.28%
GeoWealth Management, LLC 5,941$331,0000.10%
RWA WEALTH PARTNERS, LLC 15,375$860,0000.09%
Stratos Investment Management, LLC 3,851$215,0000.08%
View complete list of FIDELITY shareholders