Prism Advisors Inc. Has $5.70 Million Holdings in Fidelity Value Factor ETF (NYSEARCA:FVAL)

Prism Advisors Inc. trimmed its position in shares of Fidelity Value Factor ETF (NYSEARCA:FVAL) by 42.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 92,600 shares of the company’s stock after selling 67,212 shares during the quarter. Fidelity Value Factor ETF makes up about 1.7% of Prism Advisors Inc.’s investment portfolio, making the stock its 21st largest holding. Prism Advisors Inc. owned approximately 0.66% of Fidelity Value Factor ETF worth $5,697,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its position in Fidelity Value Factor ETF by 8.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,336 shares of the company’s stock worth $192,000 after buying an additional 267 shares during the last quarter. Cetera Investment Advisers boosted its stake in shares of Fidelity Value Factor ETF by 5.1% during the 2nd quarter. Cetera Investment Advisers now owns 100,006 shares of the company’s stock worth $5,759,000 after acquiring an additional 4,892 shares in the last quarter. Unique Wealth LLC acquired a new position in shares of Fidelity Value Factor ETF during the 3rd quarter valued at about $1,980,000. Dynamic Advisor Solutions LLC raised its stake in shares of Fidelity Value Factor ETF by 3.6% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 163,423 shares of the company’s stock valued at $9,903,000 after acquiring an additional 5,735 shares in the last quarter. Finally, Atomi Financial Group Inc. lifted its holdings in Fidelity Value Factor ETF by 28.6% in the 3rd quarter. Atomi Financial Group Inc. now owns 8,596 shares of the company’s stock worth $521,000 after purchasing an additional 1,912 shares during the last quarter.

Fidelity Value Factor ETF Stock Down 0.3 %

Shares of Fidelity Value Factor ETF stock opened at $63.99 on Monday. Fidelity Value Factor ETF has a 12-month low of $53.00 and a 12-month high of $64.49. The stock has a market capitalization of $892.66 million, a P/E ratio of 15.28 and a beta of 0.93. The stock has a 50 day moving average price of $62.93 and a two-hundred day moving average price of $60.85.

Fidelity Value Factor ETF Company Profile

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.