Kestra Advisory Services, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 42 filers reported holding FIDELITY in Q3 2020. 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
Q1 2023$231,132
+5.2%
4,770
+4.1%
0.00%
+50.0%
Q4 2022$219,799
-99.9%
4,582
-53.3%
0.00%
-33.3%
Q3 2022$234,234,000
+84461.0%
9,812
+72.7%
0.00%0.0%
Q2 2022$277,000
-72.1%
5,683
-71.5%
0.00%
-70.0%
Q1 2022$993,000
-50.0%
19,952
-47.9%
0.01%
-50.0%
Q4 2021$1,985,000
-12.7%
38,319
-11.9%
0.02%
-13.0%
Q3 2021$2,273,000
-37.0%
43,503
-36.9%
0.02%
-43.9%
Q2 2021$3,610,000
+4.5%
68,933
+4.3%
0.04%
-6.8%
Q1 2021$3,454,000
+10.5%
66,079
+11.7%
0.04%
+22.2%
Q4 2020$3,126,000
-99.9%
59,138
+7.6%
0.04%
-33.3%
Q3 2020$2,912,000,00054,9740.05%
Other shareholders
FIDELITY shareholders Q3 2020
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