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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    2
Total shares held : 
 1,897,202  
% of shares held : 
 79.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -14,596  
% of shares held change : 
   -0.61%  
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 :
4
 50,938
 2.68%
 
Increased Positions :
13
 96,759
 5.1%
 
Unchanged Positions :
8
 39,477
 2.08%
 
Decreased Positions :
11
-156,302
-8.24%
 
Closed Positions :
2
-5,991
-0.32%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 636 - 2024-03-31 897,499 $54,169,000 24,154
   Great Lakes Retirement Inc. 10 - 2024-03-31 237,392 $14,328,000 -5,783
   Cetera Investment Advisers 1006 - 2024-03-31 78,153 $4,717,000 18,832
   HPM Partners LLC 669 - 2024-03-31 75,308 $4,545,000 -8,251
   ARGI INVESTMENT SERVICES, LLC 104 - 2022-12-31 91,609 $3,923,000 16,503
   AE Wealth Management LLC 352 - 2024-03-31 62,175 $3,753,000 -587
   FMR LLC 2017 - 2024-03-31 62,060 $3,746,000 651
   COMMONWEALTH EQUITY SERVICES LLC. 1590 - 2024-03-31 43,004 $2,596,000 10,143
   CFO4Life L.P. 47 *New 2022-12-31 47,747 $2,045,000 47,747
   MORGAN STANLEY 4511 - 2024-03-31 30,233 $1,825,000 -420
   Kestra Advisory Services LLC 934 - 2024-03-31 29,311 $1,769,000 3,592
   Advisor Group Holdings Inc. 1801 - 2024-03-31 29,014 $1,751,000 -111,584
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1031 - 2024-03-31 26,487 $1,599,000 -5,396
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2099 - 2024-03-31 24,617 $1,486,000 24,617
   Rehmann Capital Advisory Group 152 - 2024-03-31 23,656 $1,428,000 0
   RAYMOND JAMES & ASSOCIATES 2387 *New 2024-03-31 22,521 $1,359,000 22,521
   LPL FINANCIAL CORP 2877 - 2024-03-31 22,364 $1,350,000 1,579
   Ahrens Investment Partners LLC 34 - 2023-03-31 30,076 $1,343,000 -7,956
   Goss Wealth Management LLC 856 - 2024-03-31 21,635 $1,306,000 -124
   GOLDMAN SACHS GROUP INC/ 3535 - 2024-03-31 17,566 $1,060,000 -790
   Rockefeller Capital Management L.P. 1293 - 2024-03-31 14,809 $894,000 2,484
   CITADEL ADVISORS LLC 3212 *New 2024-03-31 14,337 $865,000 14,337
   BANK OF AMERICA CORP /DE/ 4134 - 2024-03-31 13,776 $831,000 8,315
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1888 - 2024-03-31 13,047 $787,000 -400
   Bryant Woods Investment Advisors LLC 22 - 2024-03-31 12,965 $783,000 -12,780
   FINANCIAL NETWORK 1675 - 2024-03-31 11,817 $713,000 951
   J P MORGAN CHASE & CO 3551 - 2024-03-31 11,591 $700,000 -597
   SAX WEALTH ADVISORS LLC 102 - 2024-03-31 10,090 $609,000 -1,155
   Hoxton Planning & Management LLC 83 - 2024-03-31 8,335 $503,000 -531
   Trilogy Capital Inc. 201 - 2024-03-31 8,146 $492,000 -24,260
   ROYAL BANK OF CANADA 3580 - 2024-03-31 6,946 $419,000 6,930
   TD Waterhouse Canada Inc. 651 *New 2024-03-31 6,690 $399,000 6,690
   Inscription Capital LLC 116 - 2024-03-31 6,610 $394,000 0
   Atria Wealth Solutions Inc. 1397 *New 2024-03-31 6,190 $374,000 6,190
   BMS Financial Advisors LLC 76 - 2023-06-30 7,533 $364,000 -31,958
   PRUDENTIAL CORP PLC 651 - 2024-03-31 5,795 $350,000 -12,240
   Harwood Advisory Group LLC 108 - 2024-03-31 5,419 $327,000 3
   Envestnet Portfolio Solutions Inc. 1417 *New 2024-03-31 4,439 $268,000 4,439
   OLD MISSION CAPITAL LLC 724 *New 2024-03-31 4,330 $261,000 4,330
   FIDUCIARY TRUST CO 586 - 2024-03-31 4,214 $254,000 0
   Change Path LLC 780 *New 2024-03-31 4,067 $245,000 4,067
   LINSCOMB & WILLIAMS INC 265 *New 2024-03-31 4,000 $241,000 4,000
   MULTIFINANCIAL SECURITIES CORP 2114 *New 2024-03-31 3,834 $231,000 3,834
   Stonehearth Capital Management LLC 71 *New 2024-03-31 3,602 $217,000 3,602
   Sunbelt Securities Inc. 504 *New 2024-03-31 3,512 $212,000 3,512
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2114 *New 2024-03-31 714 $43,000 714
   BENJAMIN F. EDWARDS & COMPANY INC. 1544 - 2024-03-31 300 $18,000 0
   UBS Group AG 5744 *New 2024-03-31 298 $18,000 298
   Global Retirement Partners LLC 1891 *New 2024-03-31 268 $16,000 268
   SIGNATUREFD, LLC 2682 *New 2024-03-31 51 $3,000 51
   Spire Wealth Management 2092 - 2024-03-31 25 $2,000 0
   TOWER RESEARCH CAPITAL LLC 5252 - 2024-03-31 20 $1,000 0
   Vermillion & White Wealth Management Group LLC 303 *New 2024-03-31 20 $1,000 20
   HARBOUR INVESTMENTS INC. 2996 *Closed 2023-12-31 0 $0 -92
   PROEQUITIES INC. 6001 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6756 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 3594 *Closed 2024-03-31 0 $0 -167
   Coppell Advisory Solutions LLC 1895 *New 2023-12-31 9 $0 9
  58 Records found
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