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Get Institutions for : 
Fidelity Msci Consumer Staples Index (FSTA)  
$48.03 0.79 (1.67%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 159    13
Total shares held : 
 9,176,070  
% of shares held : 
 41.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -900,971  
% of shares held change : 
   -4.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.30  
Last Quarter's Ending Price : 
 $44.63  
Last Quarter's Average Price : 
 $42.81  
Change from last quarter's     
avg. price to the last closing  : 
5.22 (12.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 27,558
 0.3%
 
Increased Positions :
59
 903,126
 9.84%
 
Unchanged Positions :
31
 142,586
 1.55%
 
Decreased Positions :
58
-1,326,770
-14.46%
 
Closed Positions :
24
-504,885
-5.5%
 
Guru Positions :
1
10,190
 0.11%
 
View holdings for period: 3-31-2022 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 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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 595 - 2024-03-31 2,176,118 $103,540,000 9,592
   Lido Advisors LLC 27 - 2024-03-31 1,173,822 $55,850,000 154,234
   Kestra Advisory Services LLC 301 - 2024-03-31 217,364 $10,342,000 36,823
   GOLDMAN SACHS GROUP INC/ 2058 - 2024-03-31 203,700 $9,692,000 61,609
   Connectus Wealth LLC 99 - 2024-03-31 157,660 $7,510,000 157,660
   Compass Financial Group INC/SD 11 - 2024-03-31 132,041 $6,283,000 12,398
   Financial Perspectives Inc 14 - 2024-03-31 104,050 $4,951,000 4,133
   MORGAN STANLEY 3847 - 2024-03-31 101,493 $4,829,000 4,571
   LINCOLN NATIONAL CORP 166 - 2024-03-31 98,482 $4,686,000 10,824
   Goss Wealth Management LLC 405 - 2024-03-31 96,994 $4,615,000 11,676
   Cetera Investment Advisers 1136 - 2024-03-31 79,147 $3,766,000 39,768
   ATLAS CAPITAL ADVISORS LLC 42 - 2024-03-31 76,693 $3,649,000 12,672
   Marotta Asset Management 36 - 2024-03-31 69,063 $3,286,000 15,081
   AMERIPRISE FINANCIAL INC 2549 - 2024-03-31 68,162 $3,248,000 36,295
   J.W. COLE ADVISORS INC. 160 - 2024-03-31 56,785 $2,702,000 15,500
   UBS Group AG 2744 - 2024-03-31 54,269 $2,582,000 284
   STIFEL FINANCIAL CORP 1583 - 2024-03-31 50,633 $2,409,000 684
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1705 - 2024-03-31 43,924 $2,090,000 43,924
   PRUDENTIAL FINANCIAL INC 1457 - 2024-03-31 41,288 $1,964,000 1,081
   Sigma Planning Corp 344 - 2024-03-31 35,972 $1,712,000 13,960
   FMR LLC 2212 - 2024-03-31 35,404 $1,685,000 8,661
   FINANCIAL NETWORK 1141 - 2024-03-31 33,693 $1,603,000 932
   CITADEL ADVISORS LLC 2630 - 2024-03-31 32,610 $1,552,000 32,610
   PRINCIPAL SECURITIES INC. 335 - 2024-03-31 32,271 $1,535,000 755
   Snowden Capital Advisors LLC 411 - 2024-03-31 28,771 $1,369,000 5,956
   JANE STREET GROUP LLC 2708 - 2024-03-31 28,402 $1,351,000 18,989
   Lifeworks Advisors LLC 77 - 2024-03-31 27,885 $1,327,000 654
   LYNCH & ASSOCIATES/IN 71 - 2024-03-31 24,377 $1,160,000 2,006
   SMITH, SALLEY & ASSOCIATES 120 - 2024-03-31 23,981 $1,141,000 68
   Yoder Wealth Management Inc. 35 - 2024-03-31 23,870 $1,136,000 1,944
   Cedrus LLC 32 - 2024-03-31 22,097 $1,051,000 1,583
   Private Advisor Group LLC 1221 - 2024-03-31 18,169 $864,000 6,027
   Integrated Wealth Concepts LLC 820 - 2024-03-31 17,863 $850,000 1,400
   SWEENEY & MICHEL LLC 55 - 2024-03-31 15,629 $752,000 157
   Envestnet Portfolio Solutions Inc. 981 - 2024-03-31 14,642 $697,000 125
   ROYAL BANK OF CANADA 3375 - 2024-03-31 12,004 $571,000 2,779
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 773 - 2024-03-31 10,190 $485,000 1,852
   Pensionmark Financial Group LLC 244 - 2024-03-31 9,149 $435,000 671
   Streettalk Advisors LLC 290 - 2024-03-31 8,760 $417,000 2,893
   ROMAN BUTLER FULLERTON & CO 149 - 2024-03-31 8,422 $393,000 12
   Kingsview Wealth Management LLC 738 - 2024-03-31 7,866 $374,000 23
   MULTIFINANCIAL SECURITIES CORP 1812 - 2024-03-31 7,554 $359,000 1,724
   Green Harvest Asset Management LLC 152 - 2024-03-31 7,478 $356,000 7,478
   Pathstone Holdings LLC 1874 - 2024-03-31 7,012 $334,000 591
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2789 - 2024-03-31 6,624 $315,000 816
   CREATIVE PLANNING 2236 - 2024-03-31 6,351 $302,000 1,615
   Csenge Advisory Group 550 - 2024-03-31 6,229 $296,000 39
   BP WEALTH MANAGEMENT LLC 663 - 2024-03-31 5,681 $270,000 5,681
   TOWER RESEARCH CAPITAL LLC 1268 - 2024-03-31 5,293 $252,000 2,197
   Meridian Wealth Management LLC 188 - 2024-03-31 4,820 $229,000 38
   DAVENPORT & CO LLC 1025 - 2024-03-31 4,436 $211,000 4,436
   CENTAURUS FINANCIAL INC. 717 - 2024-03-31 2,590 $123,000 10
   Qube Research & Technologies Ltd 2798 - 2024-03-31 2,253 $107,000 805
   AMERICAN NATIONAL BANK 270 - 2024-03-31 1,685 $80,000 418
   COMERICA BANK 2641 - 2024-03-31 1,481 $70,000 151
   PNC FINANCIAL SERVICES GROUP INC 2863 - 2024-03-31 1,338 $64,000 390
   Asset Dedication LLC 443 - 2024-03-31 1,048 $50,000 8
   EPG Wealth Management LLC 323 - 2024-03-31 931 $44,000 2
   Element Wealth LLC 230 - 2024-03-31 172 $8,000 2
   Coppell Advisory Solutions LLC 1393 - 2023-12-31 22 $1,000 22
  60 Records found
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