Fidelity Value Factor ETF $FVAL Stock: Sax Wealth Advisors LLC Reduces Stake

Sax Wealth Advisors LLC reduced its position in shares of Fidelity Value Factor ETF (NYSEARCA:FVAL – Free Report) by 5.9% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 104,010 shares of the company’s stock after selling 6,567 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Fidelity Value Factor ETF were worth $8,400,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Compass Financial Management LLC acquired a new stake in shares of Fidelity Value Factor ETF during the second quarter worth $65,000. Lavaca Capital LLC acquired a new stake in shares of Fidelity Value Factor ETF during the first quarter worth approximately $66,000. Western Wealth Management LLC purchased a new position in Fidelity Value Factor ETF during the first quarter valued at approximately $97,000. Portfolio Resources Advisor Group Inc. purchased a new position in Fidelity Value Factor ETF during the fourth quarter valued at approximately $125,000. Finally, Fifth Third Bancorp increased its stake in Fidelity Value Factor ETF by 5,322.0% in the 1st quarter. Fifth Third Bancorp now owns 2,223 shares of the company’s stock valued at $154,000 after buying an additional 2,182 shares during the period.

Fidelity Value Factor ETF Stock Up 0.0%

Shares of Fidelity Value Factor ETF stock traded up $0.04 on Tuesday, hitting $82.43. 9,511 shares of the company traded hands, compared to its average volume of 44,175. Fidelity Value Factor ETF has a 12-month low of $67.20 and a 12-month high of $83.71. The company has a market cap of $1.38 billion, a PE ratio of 19.06 and a beta of 0.95. The company has a 50-day moving average price of $82.32 and a 200 day moving average price of $78.76.

Fidelity Value Factor ETF Company Profile

(Free Report)

The Fidelity Value Factor ETF (FVAL) is an exchange-traded fund that is based on the Fidelity U.S. Value Factor index. The fund follows a fundamentally selected, tier-weighted index of large-cap US stocks. FVAL was launched on Sep 12, 2016 and is managed by Fidelity.

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Institutional Ownership by Quarter for Fidelity Value Factor ETF (NYSEARCA:FVAL)

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