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 | $2,836,641 | +19.7% | 40,564 | +10.2% | 0.50% | +21.1% |
| Q1 2024 | $2,369,920 | +7.0% | 36,800 | -1.6% | 0.42% | +1.7% |
| Q4 2023 | $2,215,576 | +68.0% | 37,400 | +47.5% | 0.41% | +52.4% |
| Q3 2023 | $1,318,518 | -2.0% | 25,361 | +2.0% | 0.27% | 0.0% |
| Q2 2023 | $1,344,970 | +15.4% | 24,870 | +2.3% | 0.27% | +11.2% |
| Q1 2023 | $1,165,617 | +58.0% | 24,309 | +35.0% | 0.24% | +49.4% |
| Q4 2022 | $737,501 | – | 18,001 | – | 0.16% | – |
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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% |