Kestra Advisory Services, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 55 filers reported holding FIDELITY in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIDELITY
ValueSharesWeighting
Q2 2024$838,901
+146.5%
17,096
+146.4%
0.01%
+150.0%
Q1 2024$340,311
+47.2%
6,939
+45.5%
0.00%
-33.3%
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 Q2 2021
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 128,625$6,391,0001.05%
ASSETMARK, INC 910,744$45,255,0000.84%
B. Riley Wealth Advisors, Inc. 53,390$2,653,0000.54%
Commonwealth Equity Services, Inc 380,172$18,891,0000.18%
WFG Advisors, LP 4,402$219,0000.06%
ENVESTNET ASSET MANAGEMENT INC 209,121$10,391,0000.05%
Sigma Planning Corp 5,532$275,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 18,335$911,0000.02%
JANE STREET GROUP, LLC 18,010$895,0000.01%
MSI Financial Services Inc 369$18,0000.00%
View complete list of FIDELITY shareholders