Gateway Wealth Partners, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 234 filers reported holding FIDELITY COMWLTH TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q2 2024$711,314
+16.0%
10,172
+6.8%
0.22%
-2.3%
Q1 2024$613,447
+75.8%
9,526
+61.7%
0.22%
+56.0%
Q4 2023$348,978
+55.9%
5,891
+36.8%
0.14%
+252.5%
Q3 2023$223,914
+11.8%
4,307
+16.3%
0.04%
+11.1%
Q2 2023$200,2693,7030.04%
Other shareholders
FIDELITY COMWLTH TR shareholders Q2 2023
NameSharesValueWeighting ↓
FOCUS Wealth Advisors, LLC 296,230$18,040,00010.80%
EQ LLC 174,077$10,601,0007.40%
Madison Wealth Partners, Inc 189,016$11,511,0005.79%
Divergent Wealth Advisors 422,338$25,720,0005.21%
Analyst IMS Investment Management Services Ltd. 615,000$37,730,0003.58%
Wealthstar Advisors, LLC 146,467$8,916,0003.06%
ISLAY CAPITAL MANAGEMENT, LLC 39,212$2,388,0001.81%
Navis Wealth Advisors, LLC 33,310$2,029,0001.71%
Lineweaver Wealth Advisors, LLC 91,223$5,555,0001.60%
Regal Investment Advisors LLC 275,012$16,748,0001.48%
View complete list of FIDELITY COMWLTH TR shareholders