Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fidelity MSCI Industrials Index (FIDU)  
$66.02 0.77 (1.18%) as of 4:30 Wed 6/5


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    2
Total shares held : 
5,422,584  
% of shares held : 
51.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
224,972  
% of shares held change : 
  2.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$60.59  
Last Quarter's Ending Price : 
$67.81  
Last Quarter's Average Price
$63.13  
Change from last quarter's     
avg. price to the last closing  : 
2.89 (4.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 80,513
 1.48%
 
Increased Positions :
37
 591,496
 10.91%
 
Unchanged Positions :
28
 128,793
 2.38%
 
Decreased Positions :
50
-420,947
-7.76%
 
Closed Positions :
14
-26,090
-0.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PENOBSCOT WEALTH MANAGEMENT 33 *New 2024-03-31 11,309 $767,000 11,309
   Signal Advisors Wealth LLC 253 *New 2024-03-31 3,740 $254,000 3,740
   Pensionmark Financial Group LLC 348 *New 2024-03-31 3,500 $237,000 3,500
   River Wealth Advisors LLC 199 *New 2024-03-31 3,202 $217,000 3,202
   BIP Wealth LLC 200 *New 2024-03-31 3,206 $217,000 3,206
   LongView Wealth Management 169 *New 2024-03-31 3,051 $207,000 3,051
   Bank of New Hampshire 432 *New 2024-03-31 108 $7,000 108
   Atlantic Trust Group LLC 2632 *New 2024-03-31 39 $3,000 39
   Ahrens Investment Partners LLC 967 *New 2023-03-31 2 $0 2
   DHJJ Financial Advisors Ltd. 769 *New 2024-03-31 4 $0 4

  10 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results