FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 267 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $133 | +9.0% | 1,900 | 0.0% | 0.00% | – |
| Q1 2024 | $122 | +8.0% | 1,900 | 0.0% | 0.00% | – |
| Q4 2023 | $113 | +14.1% | 1,900 | 0.0% | 0.00% | – |
| Q3 2023 | $99 | -3.9% | 1,900 | 0.0% | 0.00% | – |
| Q2 2023 | $103 | +13.2% | 1,900 | 0.0% | 0.00% | – |
| Q1 2023 | $91 | +16.7% | 1,900 | 0.0% | 0.00% | – |
| Q4 2022 | $78 | -99.9% | 1,900 | 0.0% | 0.00% | – |
| Q3 2022 | $79,000 | -3.7% | 1,900 | 0.0% | 0.00% | – |
| Q2 2022 | $82,000 | -22.6% | 1,900 | 0.0% | 0.00% | – |
| Q1 2022 | $106,000 | -54.3% | 1,900 | -50.0% | 0.00% | – |
| Q4 2021 | $232,000 | +116.8% | 3,800 | +100.0% | 0.00% | – |
| Q3 2021 | $107,000 | 0.0% | 1,900 | 0.0% | 0.00% | – |
| Q2 2021 | $107,000 | +245.2% | 1,900 | +3066.7% | 0.00% | – |
| Q1 2021 | $31,000 | -68.7% | 60 | -69.7% | 0.00% | – |
| Q4 2020 | $99,000 | +280.8% | 198 | +230.0% | 0.00% | – |
| Q3 2020 | $26,000 | – | 60 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |