Kestra Advisory Services, LLC - FIDELITY ownership

FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 42 filers reported holding FIDELITY in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
Family Asset Management, LLC 98,572$4,419,9683.67%
Millington Financial Advisors, LLC 35,603$1,596,4171.56%
ISLAY CAPITAL MANAGEMENT, LLC 25,681$1,151,5361.32%
Hoxton Planning & Management, LLC 37,806$1,695,2210.90%
MAS Advisors LLC 7,248$325,0770.30%
Summit X, LLC 21,805$1,011,6800.29%
McGlone Suttner Wealth Management, Inc. 8,413$377,2560.12%
Colonial Trust Co / SC 3,896$174,8140.05%
SILVER OAK SECURITIES, INCORPORATED 5,481$2460.05%
IFP Advisors, Inc 21,343$1,0370.03%
View complete list of FIDELITY shareholders