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Get Institutions for : 
Fidelity Msci Consumer Staples Index (FSTA)  
$47.50 0.01 (0.02%) as of 4:30 Thu 6/13


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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 : 
 $45.13  
Last Quarter's Ending Price : 
 $47.58  
Last Quarter's Average Price : 
 $45.84  
Change from last quarter's     
avg. price to the last closing  : 
1.66 (3.62%)  




 
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: 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
   COMMONWEALTH EQUITY SERVICES LLC. 487 - 2024-03-31 428,568 $20,391,000 -69,268
   ENVESTNET ASSET MANAGEMENT INC 1158 - 2024-03-31 389,558 $18,535,000 -8,989
   MORNINGSTAR INVESTMENT SERVICES, INC. 110 - 2024-03-31 330,427 $15,689,000 -442,345
   LPL FINANCIAL CORP 1238 - 2024-03-31 242,358 $11,531,000 -2,358
   Advisor Group Holdings Inc. 656 - 2024-03-31 221,941 $10,576,000 -244,133
   Laurel Wealth Advisors Inc. 50 - 2022-12-31 110,703 $4,961,000 -5,364
   Full Sail Capital LLC 58 - 2024-03-31 101,098 $4,810,000 -1,767
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 804 - 2024-03-31 95,172 $4,528,000 -23,083
   J P MORGAN CHASE & CO 2510 - 2024-03-31 94,196 $4,482,000 -11,818
   AE Wealth Management LLC 317 - 2024-03-31 92,578 $4,405,000 -24,990
   AGF MANAGEMENT LTD 302 - 2024-03-31 70,617 $3,360,000 -52,487
   ADVISORY SERVICES NETWORK, LLC 329 - 2024-03-31 65,882 $3,135,000 -35,081
   Rockefeller Capital Management L.P. 897 - 2024-03-31 54,273 $2,582,000 -13,349
   Atria Wealth Solutions Inc. 622 - 2024-03-31 43,600 $2,074,000 -6,171
   BANK OF AMERICA CORP /DE/ 3601 - 2024-03-31 43,548 $2,072,000 -14,004
   Walker Financial Services Inc. 12 - 2024-03-31 36,423 $1,733,000 -12,853
   WEALTH BUILDERS 76 - 2024-03-31 35,634 $1,695,000 -46,086
   CLS INVESTMENT FIRM LLC 541 - 2022-12-31 37,480 $1,679,000 -876
   Steward Partners Investment Advisory LLC 635 - 2024-03-31 34,204 $1,627,000 -3,300
   Beaumont Financial Advisors LLC 103 - 2024-03-31 31,687 $1,508,000 -3,925
   WELLS FARGO & CO/MN 2755 - 2024-03-31 31,459 $1,497,000 -3,730
   Capital Analysts Inc. 202 - 2024-03-31 30,835 $1,467,000 -245
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 43 - 2024-03-31 27,055 $1,287,000 -106,973
   ATLAS BROWNINC 68 - 2024-03-31 26,353 $1,254,000 -251
   INDEPENDENT ORDER OF FORESTERS 13 - 2024-03-31 25,886 $1,232,000 -2,357
   MACQUARIE GROUP LTD 1277 - 2024-03-31 25,886 $1,232,000 -2,357
   KESTRA PRIVATE WEALTH SERVICES LLC 508 - 2024-03-31 25,027 $1,191,000 -809
   Arkadios Wealth Advisors 208 - 2024-03-31 24,995 $1,189,000 -168
   FRG Family Wealth Advisors LLC 70 - 2024-03-31 23,200 $1,087,000 -1,100
   EXCHANGE CAPITAL MANAGEMENT INC 117 - 2024-03-31 22,092 $1,051,000 -125
   Fifth Third Securities Inc. 164 - 2024-03-31 19,987 $951,000 -5,409
   BB&T CORP 1629 - 2024-03-31 19,306 $919,000 -9,640
   Robertson Stephens Wealth Management LLC 244 - 2024-03-31 18,967 $902,000 -16
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 70 - 2024-03-31 18,376 $874,000 -10,971
   Stonebridge Financial Planning Group LLC 72 - 2024-03-31 16,312 $776,000 -1,079
   HIGHTOWER ADVISORS, LLC 1960 - 2024-03-31 15,577 $746,000 -176
   Oakmont Partners LLC 425 - 2024-03-31 15,675 $746,000 -700
   Curran Financial Partners LLC 53 - 2024-03-31 14,996 $713,000 -910
   Sunbelt Securities Inc. 243 - 2024-03-31 14,064 $669,000 -2,665
   PACIFIC SUN FINANCIAL CORP 81 - 2024-03-31 13,578 $646,000 -100
   Brookstone Capital Management 582 - 2024-03-31 12,593 $599,000 -298
   RFG Advisory Group LLC 466 - 2024-03-31 12,570 $598,000 -737
   MARINER WEALTH ADVISORS, LLC 1959 - 2024-03-31 11,365 $541,000 -548
   MML INVESTORS SERVICES LLC 1757 - 2024-03-31 11,066 $527,000 -7,290
   TrueWealth Advisors LLC 94 - 2024-03-31 10,363 $493,000 -646
   Ameritas Advisory Services LLC 571 - 2024-03-31 9,892 $466,000 -3,268
   PARK AVENUE SECURITIES LLC 1004 - 2024-03-31 9,468 $450,000 -383
   NBC SECURITIES INC. 475 - 2024-03-31 9,219 $438,000 -580
   SOUTHERN CAPITAL ADVISORS LLC 47 - 2024-03-31 8,417 $400,000 -62,598
   Independent Advisor Alliance 512 - 2024-03-31 8,175 $389,000 -28
   Soltis Investment Advisors LLC 229 - 2024-03-31 7,848 $373,000 -515
   GSA CAPITAL PARTNERS LLP 1171 - 2024-03-31 6,805 $324,000 -12,466
   CREATIVE FINANCIAL DESIGNS INC /ADV 392 - 2024-03-31 4,646 $221,000 -971
   IFP Advisors Inc 1041 - 2023-12-31 3,533 $158,000 -201
   Rosenberg Matthew Hamilton 248 - 2024-03-31 2,986 $141,000 -69
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1667 - 2024-03-31 2,943 $140,000 -416
   HARBOUR INVESTMENTS INC. 1067 - 2023-12-31 2,672 $119,000 -788
   Householder Group Estate & Retirement Specialist L 429 - 2024-03-31 1,387 $66,000 -9,301
   CITIGROUP INC 4032 - 2024-03-31 520 $25,000 -27
   PRIVATE TRUST CO NA 1397 - 2024-03-31 471 $22,000 -211
   SYM FINANCIAL CORPORATION 154 - 2024-03-31 200 $10,000 -800
   Cornerstone Planning Group LLC 554 - 2024-03-31 91 $4,000 -208
   Larson Financial Group LLC 1347 - 2024-03-31 33 $2,000 -77
   Geneos Wealth Management Inc. 2113 - 2024-03-31 21 $1,000 -31
  64 Records found
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