Levy Wealth Management Group, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 58 filers reported holding FIDELITY in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Levy Wealth Management Group, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$1,375,827
-3.8%
28,786
-3.3%
0.43%
+0.9%
Q2 2023$1,429,507
-23.4%
29,778
-22.7%
0.42%
-26.4%
Q1 2023$1,865,611
+1.1%
38,498
+0.0%
0.58%
-7.0%
Q4 2022$1,846,007
-15.2%
38,483
-15.9%
0.62%
-34.1%
Q3 2022$2,177,000
+2.3%
45,735
+4.6%
0.94%
-3.7%
Q2 2022$2,129,000
+6.9%
43,723
+9.3%
0.97%
+17.8%
Q1 2022$1,991,000
-3.2%
40,011
+0.8%
0.83%
-11.4%
Q4 2021$2,056,000
+19.7%
39,702
+20.8%
0.93%
-1.0%
Q3 2021$1,717,000
+6.0%
32,857
+6.2%
0.94%
+1.2%
Q2 2021$1,620,000
+49.6%
30,941
+49.4%
0.93%
+30.8%
Q1 2021$1,083,000
+36.4%
20,709
+37.9%
0.71%
+26.5%
Q4 2020$794,00015,0180.56%
Other shareholders
FIDELITY shareholders Q1 2022
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 129,160$6,550,0004.93%
FLOW TRADERS U.S. LLC 60,890$3,088,0000.20%
LVZ, Inc. 14,008$710,0000.16%
Rehmann Capital Advisory Group 14,578$739,276,0000.09%
B. Riley Wealth Advisors, Inc. 14,769$749,0000.08%
GREATMARK INVESTMENT PARTNERS, INC. 4,850$246,0000.07%
RWA WEALTH PARTNERS, LLC 13,146$667,0000.07%
Mascoma Wealth Management LLC 2,000$101,0000.06%
Altium Wealth Management LLC 5,810$295,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 76,715$3,890,0000.03%
View complete list of FIDELITY shareholders