FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 286 filers reported holding FIDELITY COMWLTH TR in Q2 2024. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $17,414,494 | +9.3% | 249,028 | +0.7% | 7.31% | +7.4% |
Q1 2024 | $15,927,248 | +8.0% | 247,318 | -0.7% | 6.81% | +3.1% |
Q4 2023 | $14,748,583 | +4.5% | 248,963 | -8.2% | 6.61% | -2.3% |
Q3 2023 | $14,109,490 | -2.7% | 271,289 | +1.2% | 6.76% | +0.1% |
Q2 2023 | $14,503,479 | +14.7% | 268,186 | +1.7% | 6.76% | +9.5% |
Q1 2023 | $12,641,758 | +8.0% | 263,645 | -7.7% | 6.17% | +1.3% |
Q4 2022 | $11,702,946 | -1.8% | 285,647 | -0.6% | 6.09% | -7.0% |
Q3 2022 | $11,914,000 | – | 287,510 | – | 6.55% | – |
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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% |