Concord Wealth Partners Fidelity Covington Tr Quality Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$53.28 - $58.94 $49,284 - $54,519	-925 Closed	0 $0
Q4 2023 Feb 05, 2024	BUY	$47.33 - $54.48 $43,780 - $50,394	925 New	925 $50,000

Others Institutions Holding FQAL

# of Institutions

125

Shares Held

5.59M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$78.1 Million
0.02% of portfolio
Orgel Wealth Management, LLC

951K
Shares

$67.4 Million
1.68% of portfolio
Kestra Advisory Services, LLC

556K
Shares

$39.4 Million
0.18% of portfolio
High Probability Advisors, LLC Pittsford, NY

295K
Shares

$20.9 Million
3.07% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

239K
Shares

$17 Million
1.98% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
Sector ETFs
Industry ETFs

More about FQAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.