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Get Institutions for : 
Fidelity Low Volatility Factor Etf (FDLO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    5
Total shares held : 
 15,767,046  
% of shares held : 
 17.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 9,069,657  
% of shares held change : 
   10.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 139,231
 0.88%
 
Increased Positions :
34
 9,702,901
 61.54%
 
Unchanged Positions :
15
 98,728
 0.63%
 
Decreased Positions :
35
-654,360
-4.15%
 
Closed Positions :
7
-118,115
-0.75%
 
Guru Positions :
0
 0%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 532 - 2024-03-31 7,020,380 $394,405,000 -3,636,889
   COMMONWEALTH EQUITY SERVICES LLC. 296 - 2024-03-31 668,310 $37,546,000 -49,793
   ENVESTNET ASSET MANAGEMENT INC 935 - 2024-03-31 486,008 $27,304,000 -577
   CI Private Wealth LLC 401 - 2024-03-31 339,795 $19,090,000 -8,320
   BANK OF AMERICA CORP /DE/ 2026 - 2024-03-31 317,251 $17,823,000 -6,444
   Kestra Advisory Services LLC 169 - 2024-03-31 315,684 $17,735,000 22,625
   Ameritas Advisory Services LLC 32 - 2024-03-31 267,962 $14,825,000 127,041
   Abundance Wealth Counselors 5 - 2024-03-31 210,504 $11,826,000 -2,763
   GFG Capital LLC 11 - 2024-03-31 170,041 $9,553,000 -2,565
   MORGAN STANLEY 3373 - 2024-03-31 161,564 $9,077,000 155,010
   Advisor Group Holdings Inc. 769 - 2024-03-31 149,002 $8,373,000 -98,873
   Goss Wealth Management LLC 262 - 2024-03-31 144,822 $8,136,000 -16,880
   LPL FINANCIAL CORP 1475 - 2024-03-31 138,900 $7,803,000 12,159
   Lido Advisors LLC 195 - 2024-03-31 137,944 $7,750,000 -14,653
   Running Point Capital Advisors LLC 9 - 2024-03-31 135,262 $7,599,000 19,702
   Cetera Investment Advisers 845 - 2024-03-31 115,377 $6,482,000 68,363
   Ahrens Investment Partners LLC 5 - 2023-03-31 121,834 $5,785,000 -20,837
   THRIVENT FINANCIAL FOR LUTHERANS 821 - 2024-03-31 92,069 $5,172,000 458
   BURNS WEALTH MANAGEMENT, INC. 129 - 2024-03-31 89,518 $5,029,000 -206
   RAYMOND JAMES & ASSOCIATES 1591 - 2024-03-31 87,426 $4,912,000 -808
   JANE STREET GROUP LLC 1396 - 2024-03-31 78,575 $4,414,000 24,559
   ROYAL BANK OF CANADA 2065 - 2024-03-31 70,484 $3,960,000 6,697
   J P MORGAN CHASE & CO 2617 - 2024-03-31 67,092 $3,769,000 25,449
   Rockefeller Capital Management L.P. 801 - 2024-03-31 62,574 $3,515,000 5,476
   Capital Analysts Inc. 108 - 2024-03-31 61,469 $3,453,000 3,052
   LINCOLN NATIONAL CORP 224 - 2024-03-31 59,328 $3,333,000 2,358
   FINANCIAL NETWORK 792 - 2024-03-31 58,010 $3,259,000 13,651
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1311 - 2024-03-31 56,747 $3,188,000 56,747
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1064 - 2024-03-31 49,840 $2,800,000 3,735
   MECHANICS BANK TRUST DEPARTMENT 67 - 2024-03-31 48,485 $2,724,000 79
   Absolute Capital Management LLC 17 - 2024-03-31 47,494 $2,668,000 14,504
   Weaver Consulting Group 25 - 2024-03-31 45,476 $2,555,000 -18
   ADVISORS CAPITAL MANAGEMENT LLC 232 - 2024-03-31 44,743 $2,514,000 -3,592
   PERSONAL CFO SOLUTIONS LLC 57 - 2024-03-31 38,480 $2,162,000 16,479
   AE Wealth Management LLC 486 - 2024-03-31 34,828 $1,957,000 -34,202
   Asset Allocation Strategies LLC 35 - 2024-03-31 27,784 $1,561,000 1,668
   Argent Trust Co 245 - 2024-03-31 27,591 $1,550,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 863 - 2024-03-31 27,569 $1,549,000 -738
   MML INVESTORS SERVICES LLC 1189 - 2024-03-31 26,896 $1,511,000 -14,975
   Rehmann Capital Advisory Group 151 - 2024-03-31 25,461 $1,430,000 -50
   Private Advisor Group LLC 1019 - 2024-03-31 23,431 $1,316,000 -3,520
   SEQUENT ASSET MANAGEMENT, LLC 21 - 2024-03-31 22,710 $1,276,000 0
   Barber Financial Group Inc. 44 - 2023-03-31 26,749 $1,270,000 0
   STIFEL FINANCIAL CORP 2087 - 2024-03-31 20,511 $1,152,000 8,072
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1202 - 2024-03-31 19,163 $1,077,000 -2,465
   ADVISORY SERVICES NETWORK, LLC 683 - 2024-03-31 17,994 $1,011,000 -1,006
   Tyler-Stone Wealth Management 42 - 2024-03-31 17,475 $982,000 250
   Howard Capital Management Inc. 49 - 2024-03-31 16,122 $906,000 3,224
   GREAT VALLEY ADVISOR GROUP INC. 410 - 2024-03-31 14,245 $800,000 2
   Westside Investment Management Inc. 118 - 2024-03-31 14,175 $796,000 2,070
   Pallas Capital Advisors LLC 247 - 2024-03-31 11,679 $656,000 338
   Kowal Investment Group LLC 87 - 2024-03-31 11,276 $633,000 -273
   Samalin Investment Counsel LLC 116 - 2024-03-31 10,153 $570,000 4
   AllSquare Wealth Management LLC 47 - 2024-03-31 9,943 $559,000 -160
   H D Vest Advisory Services 986 - 2024-03-31 9,763 $548,000 576
   UBS Group AG 4022 - 2024-03-31 9,583 $538,000 -5,035
   Betterment LLC 263 *New 2024-03-31 8,550 $480,000 8,550
   CITADEL ADVISORS LLC 3815 *New 2024-03-31 8,305 $467,000 8,305
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2558 - 2024-03-31 8,204 $461,000 -3,746
   Verity Asset Management Inc. 91 - 2023-12-31 8,653 $458,000 29
   Integrated Wealth Concepts LLC 1077 - 2024-03-31 8,116 $456,000 254
   Buckingham Strategic Partners 387 - 2024-03-31 7,915 $445,000 628
   Kalos Management Inc. 29 - 2023-06-30 8,141 $408,000 0
   MULTIFINANCIAL SECURITIES CORP 1730 - 2024-03-31 7,221 $406,000 689
   BANK OF MONTREAL /CAN/ 2266 - 2024-03-31 6,543 $368,000 -177
   Brookstone Capital Management 691 - 2024-03-31 6,517 $366,000 -74
   Sunbelt Securities Inc. 390 - 2024-03-31 6,330 $356,000 4,906
   Cresset Asset Management LLC 1474 *New 2024-03-31 6,327 $355,000 6,327
   Stonebridge Financial Planning Group LLC 123 - 2024-03-31 6,250 $351,000 0
   Sigma Planning Corp 898 - 2024-03-31 5,995 $337,000 5,995
   Bryant Woods Investment Advisors LLC 33 - 2024-03-31 5,948 $334,000 -499
   JOHNSON INVESTMENT COUNSEL INC 609 - 2024-03-31 5,331 $299,000 -75
   Valley Financial Group Inc. 42 - 2024-03-31 5,310 $298,000 -261
   RWM Asset Management LLC 128 - 2024-03-31 5,169 $290,000 0
   Sovereign Financial Group Inc. 222 - 2024-03-31 5,000 $281,000 0
   ARS Wealth Advisors Group LLC 137 *New 2024-03-31 4,810 $270,000 4,810
   Birchcreek Wealth Management LLC 127 - 2024-03-31 4,626 $260,000 253
   MARINER WEALTH ADVISORS, LLC 2619 - 2024-03-31 4,228 $238,000 -1,425
   MERCER GLOBAL ADVISORS INC /ADV 1685 - 2024-03-31 4,212 $237,000 -2
   Harwood Advisory Group LLC 120 - 2024-03-31 4,204 $236,000 8
   Steward Partners Investment Advisory LLC 1373 - 2024-03-31 4,083 $229,000 58
   GDS Wealth Management 128 - 2024-03-31 3,955 $222,000 0
   RMR Wealth Builders 247 - 2024-03-31 3,865 $217,000 -1,847
   Summit X LLC 191 - 2024-03-31 3,822 $215,000 -35,080
   Orion Portfolio Solutions LLC 1585 *New 2024-03-31 3,815 $214,000 3,815
   KESTRA PRIVATE WEALTH SERVICES LLC 1154 - 2024-03-31 3,783 $213,000 -2,198
   IFP Advisors Inc 1011 - 2023-12-31 3,106 $165,000 38
   Clarity Asset Management Inc. 45 - 2024-03-31 2,188 $123,000 9
   Aptus Capital Advisors LLC 787 *New 2024-03-31 2,083 $117,000 2,083
   SRS Capital Advisors Inc. 388 - 2024-03-31 1,785 $100,000 8
   HARBOUR INVESTMENTS INC. 1342 - 2023-12-31 1,202 $64,000 0
   PROEQUITIES INC. 1402 - 2024-03-31 500 $28,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 174 - 2024-03-31 500 $28,000 0
   VitalStone Financial LLC 211 - 2024-03-31 457 $26,000 -63
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1723 - 2024-03-31 382 $21,000 0
   Spire Wealth Management 1507 - 2024-03-31 348 $20,000 0
   Center for Financial Planning Inc. 370 *New 2024-03-31 231 $13,000 231
   Truvestments Capital LLC 483 *New 2024-03-31 219 $12,000 219
   CWM LLC 3233 - 2024-03-31 200 $11,000 0
   Global Retirement Partners LLC 2275 *New 2024-03-31 102 $6,000 102
  100 Records found
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