Levy Wealth Management Group, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 56 filers reported holding FIDELITY in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 165,750$8,765,0004.51%
LVZ, Inc. 85,672$4,530,0000.76%
ISLAY CAPITAL MANAGEMENT, LLC 14,865$786,0000.71%
Levy Wealth Management Group, LLC 15,018$794,0000.56%
Rehmann Capital Advisory Group 75,969$4,019,880,0000.45%
SCHMIDT P J INVESTMENT MANAGEMENT INC 30,692$1,620,0000.37%
Retirement Group, LLC 11,229$593,0000.27%
Soltis Investment Advisors LLC 27,190$1,438,0000.27%
IFP Advisors, Inc 122,237$6,467,0000.26%
NICOLET ADVISORY SERVICES, LLC 19,523$1,032,0000.14%
View complete list of FIDELITY shareholders