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 ↓
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