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 | $18,971,310 | +11.2% | 271,290 | +2.4% | 4.80% | +6.4% |
| Q1 2024 | $17,061,106 | +51.8% | 264,924 | +39.6% | 4.51% | +8.4% |
| Q4 2023 | $11,240,553 | +59.1% | 189,746 | +39.6% | 4.16% | +37.6% |
| Q3 2023 | $7,066,429 | +10.5% | 135,919 | +15.0% | 3.02% | +11.2% |
| Q2 2023 | $6,392,689 | +132.6% | 118,208 | +106.3% | 2.72% | +79.6% |
| Q1 2023 | $2,747,967 | +76.3% | 57,309 | +50.6% | 1.51% | +24.2% |
| Q4 2022 | $1,558,827 | – | 38,048 | – | 1.22% | – |
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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% |