FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,107 | -3.9% | 1,310 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $70,845 | +12.8% | 1,310 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $62,815 | +13.6% | 1,310 | -3.0% | 0.02% | +6.2% |
| Q4 2022 | $55,310 | -1.2% | 1,350 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $56,000 | -25.3% | 1,350 | 0.0% | 0.02% | -17.4% |
| Q1 2022 | $75,000 | -8.5% | 1,350 | 0.0% | 0.02% | -8.0% |
| Q4 2021 | $82,000 | – | 1,350 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |