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Get Institutions for : 
Fidelity MSCI Industrials Index (FIDU)  
$66.02 0.77 (1.18%) as of 4:30 Wed 6/5


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lido Advisors LLC 17 - 2024-03-31 1,434,908 $97,301,000 59,781
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 218 - 2024-03-31 615,119 $41,711,000 23,297
   AE Wealth Management LLC 48 - 2024-03-31 605,869 $41,084,000 34,074
   COMMONWEALTH EQUITY SERVICES LLC. 540 - 2024-03-31 256,828 $17,416,000 3,259
   MORGAN STANLEY 3058 - 2024-03-31 199,514 $13,529,000 47,302
   AGF MANAGEMENT LTD 211 - 2024-03-31 147,119 $9,976,000 86,689
   Goss Wealth Management LLC 357 - 2024-03-31 82,803 $5,615,000 8,244
   BANK OF AMERICA CORP /DE/ 2946 - 2024-03-31 74,950 $5,082,000 167
   LPL FINANCIAL CORP 1767 - 2024-03-31 74,091 $5,024,000 8,697
   Connectus Wealth LLC 123 - 2024-03-31 71,651 $4,867,000 31,159
   Traynor Capital Management Inc. 43 - 2024-03-31 63,707 $4,320,000 1,677
   ATLAS CAPITAL ADVISORS LLC 45 - 2024-03-31 49,392 $3,349,000 7,307
   FMR LLC 2061 - 2024-03-31 44,728 $3,033,000 7,344
   Kestra Advisory Services LLC 717 - 2024-03-31 42,882 $2,908,000 3,823
   Lifeworks Advisors LLC 40 - 2024-03-31 38,727 $2,626,000 2,713
   U.S. Capital Wealth Advisors LLC 218 - 2024-03-31 31,352 $2,126,000 20
   SMITH, SALLEY & ASSOCIATES 95 - 2024-03-31 30,767 $2,086,000 4,902
   KESTRA PRIVATE WEALTH SERVICES LLC 398 - 2024-03-31 26,584 $1,803,000 514
   HIGHTOWER ADVISORS, LLC 1474 - 2024-03-31 25,844 $1,749,000 77
   Fifth Third Securities Inc. 123 - 2024-03-31 24,577 $1,667,000 1,187
   Armor Investment Advisors LLC 39 - 2024-03-31 22,894 $1,552,000 1,167
   TOWER RESEARCH CAPITAL LLC 373 - 2024-03-31 21,704 $1,472,000 18,087
   KCM INVESTMENT ADVISORS LLC 184 - 2024-03-31 21,548 $1,461,000 52
   Mutual Advisors LLC 430 - 2024-03-31 17,164 $1,164,000 1,400
   TRUST CO OF OKLAHOMA 59 - 2024-03-31 16,273 $1,103,000 2,039
   Snowden Capital Advisors LLC 470 - 2024-03-31 16,140 $1,094,000 4,881
   Stonebridge Financial Planning Group LLC 52 - 2024-03-31 15,512 $1,052,000 2,472
   Sunbelt Securities Inc. 187 - 2024-03-31 14,008 $950,000 21
   Cetera Investment Advisers 2129 - 2024-03-31 13,544 $918,000 4,232
   ESSEX FINANCIAL SERVICES INC 243 - 2024-03-31 11,233 $762,000 3,674
   MONTAG A & ASSOCIATES INC 280 - 2024-03-31 11,030 $748,000 3,394
   PRUDENTIAL FINANCIAL INC 1974 - 2024-03-31 11,016 $747,000 6,966
   MARINER WEALTH ADVISORS, LLC 1774 - 2024-03-31 10,252 $695,000 6,849
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2319 - 2024-03-31 9,422 $639,000 85
   MERCER GLOBAL ADVISORS INC /ADV 1151 - 2024-03-31 9,226 $626,000 3,815
   Integrated Advisors Network LLC 422 - 2024-03-31 8,507 $577,000 1,189
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1268 - 2023-09-30 8,702 $471,000 18
   Maltin Wealth Management Inc. 77 - 2024-03-31 6,872 $466,000 10
   TOWNSQUARE CAPITAL LLC 895 - 2024-03-31 6,122 $415,000 1,045
   Pathstone Holdings LLC 1781 - 2024-03-31 5,940 $403,000 674
   LINCOLN NATIONAL CORP 868 - 2024-03-31 5,170 $351,000 5,170
   Valley Brook Capital Group 85 - 2024-03-31 4,961 $336,000 240
   FINANCIAL NETWORK 2251 - 2024-03-31 4,584 $311,000 83
   Centennial Wealth Advisory LLC 100 - 2024-03-31 4,418 $300,000 636
   Sigma Planning Corp 974 - 2024-03-31 4,200 $285,000 4,200
   Ausdal Financial Partners Inc. 415 - 2024-03-31 3,394 $230,000 90
   Advisors Preferred LLC 116 - 2024-03-31 3,098 $208,000 1,284
   COMERICA BANK 2390 - 2024-03-31 2,288 $155,000 281
   AMERICAN NATIONAL BANK 272 - 2024-03-31 1,165 $79,000 450
   BANK OF MONTREAL /CAN/ 2931 - 2024-03-31 1,107 $75,000 607
   Belmont Capital LLC 126 - 2024-03-31 786 $53,000 2
   CWM LLC 2359 - 2024-03-31 652 $44,000 200
   PROEQUITIES INC. 1486 - 2024-03-31 306 $21,000 71
   CITIGROUP INC 4087 - 2024-03-31 317 $21,000 2
   SIMPLEX TRADING LLC 1804 - 2024-03-31 182 $12,000 43
   Register Financial Advisors LLC 698 - 2024-03-31 8 $1,000 8
  56 Records found
  1    
  Page 1 of 1
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