FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 281 filers reported holding FIDELITY COMWLTH TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,984,186 | +14.2% | 71,274 | +5.1% | 1.43% | +11.6% |
| Q1 2024 | $4,365,986 | +14.6% | 67,795 | +5.4% | 1.28% | -9.5% |
| Q4 2023 | $3,808,700 | +28.7% | 64,293 | +12.9% | 1.42% | +20.8% |
| Q3 2023 | $2,960,257 | -28.8% | 56,939 | -26.0% | 1.17% | -23.0% |
| Q2 2023 | $4,159,891 | -4.4% | 76,921 | -15.2% | 1.52% | -18.1% |
| Q1 2023 | $4,351,176 | +106104.0% | 90,744 | +90644.0% | 1.86% | +92800.0% |
| Q4 2022 | $4,097 | -65.9% | 100 | -66.7% | 0.00% | -75.0% |
| Q3 2022 | $12,000 | -7.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -23.5% | 300 | 0.0% | 0.01% | -27.3% |
| Q1 2022 | $17,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kovack Advisors, Inc. | 17,163 | $3,108,000 | 2.17% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 17,774 | $3,219,000 | 1.13% |
| Ruggie Capital Group | 2,985 | $590,000 | 0.56% |
| ALBION FINANCIAL GROUP /UT | 7,983 | $1,446,000 | 0.26% |
| Sigma Planning Corp | 7,863 | $1,424,000 | 0.23% |
| Concert Wealth Management Inc. | 5,515 | $1,000,000 | 0.14% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,200 | $217,000 | 0.11% |
| MSI Financial Services Inc | 2,116 | $383,000 | 0.03% |
| Virtu KCG Holdings LLC | 9,033 | $1,636,000 | 0.03% |
| First Allied Advisory Services, Inc. | 2,362 | $429,000 | 0.02% |