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Get Institutions for : 
Fidelity Enhanced Large Cap Growth Etf (FELG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    72
Total shares held : 
 10,538,895  
% of shares held : 
 11.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   72  
Amount of shares held : 
 9,691,780  
% of shares held change : 
   10.77%  
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 :
72
 9,691,780
 91.96%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
5
 847,115
 8.04%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MML INVESTORS SERVICES LLC 24 - 2024-03-31 4,628,156 $136,762,000 1,053,941
   ENVESTNET ASSET MANAGEMENT INC 367 - 2024-03-31 4,437,980 $131,142,000 204,042
   Spectrum Investment Advisors Inc. 2 - 2024-03-31 687,464 $20,315,000 14,117
   Arden Trust Co 19 *New 2024-03-31 372,306 $11,002,000 372,306
   FMR LLC 1842 - 2024-03-31 279,013 $8,245,000 66,549
   COMMONWEALTH EQUITY SERVICES LLC. 887 - 2024-03-31 275,384 $8,138,000 70,522
   Kestra Advisory Services LLC 438 - 2024-03-31 217,698 $6,433,000 78,364
   SENTINEL PENSION ADVISORS INC 16 *New 2024-03-31 178,944 $5,288,000 178,944
   J P MORGAN CHASE & CO 2543 - 2024-03-31 143,395 $4,237,000 140,579
   LPL FINANCIAL CORP 1942 - 2024-03-31 133,630 $3,949,000 9,409
   Rollins Financial *New 2023-12-31 148,939 $3,907,000 148,939
   Rollins Financial Advisors LLC 29 - 2024-03-31 100,503 $2,970,000 -48,436
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1132 - 2024-03-31 83,866 $2,478,000 -23,995
   Advisor Group Holdings Inc. 1541 - 2024-03-31 83,091 $2,455,000 1,631
   LINCOLN NATIONAL CORP 354 - 2024-03-31 60,967 $1,802,000 -750
   Verdence Capital Advisors LLC 188 - 2024-03-31 49,374 $1,459,000 9,208
   CITADEL ADVISORS LLC 3086 - 2024-03-31 33,367 $986,000 -21,083
   MERCER GLOBAL ADVISORS INC /ADV 989 - 2024-03-31 31,615 $934,000 2,805
   Cetera Investment Advisers 2131 *New 2024-03-31 31,047 $917,000 31,047
   Lido Advisors LLC 613 - 2024-03-31 30,619 $905,000 -12,101
   MARINER WEALTH ADVISORS, LLC 1601 - 2024-03-31 29,513 $872,000 -3,686
   Key Financial Inc 92 - 2024-03-31 26,144 $773,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2269 *New 2024-03-31 23,369 $691,000 23,369
   MORGAN STANLEY 5004 - 2024-03-31 22,453 $663,000 331
   Creekmur Asset Management LLC 57 - 2024-03-31 21,021 $621,000 15
   HIGHTOWER ADVISORS, LLC 2154 - 2024-03-31 19,144 $566,000 3,640
   PURE FINANCIAL ADVISORS, INC. 186 - 2024-03-31 18,821 $556,000 37
   TRAPHAGEN INVESTMENT ADVISORS LLC 96 - 2024-03-31 18,189 $537,000 0
   Valeo Financial Advisors LLC 363 - 2024-03-31 18,652 $530,000 -892
   FINANCIAL NETWORK 1891 - 2024-03-31 17,844 $527,000 8,347
   IFG Advisory LLC 313 - 2024-03-31 16,976 $502,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1239 - 2024-03-31 16,964 $501,000 -640
   Eagle Strategies LLC 162 *New 2024-03-31 16,412 $485,000 16,412
   GIBSON CAPITAL MANAGEMENT, LTD. 34 - 2024-03-31 16,230 $480,000 0
   BB&T CORP 1989 - 2024-03-31 15,424 $456,000 -89
   Bensler LLC 111 - 2024-03-31 15,073 $445,000 1
   BKD WEALTH ADVISORS LLC 303 - 2024-03-31 14,887 $440,000 -6,592
   Sigma Planning Corp 839 *New 2024-03-31 13,764 $407,000 13,764
   JANNEY MONTGOMERY SCOTT LLC 2168 - 2024-03-31 12,768 $377,000 71
   Perennial Advisors LLC 86 - 2024-03-31 12,675 $375,000 0
   MULTIFINANCIAL SECURITIES CORP 1836 - 2024-03-31 11,580 $342,000 -1,205
   CREATIVE PLANNING 2148 - 2024-03-31 11,299 $334,000 -1,223
   Security National Bank 93 - 2024-03-31 11,175 $330,000 0
   Pathstone Holdings LLC 1918 - 2024-03-31 10,550 $312,000 8
   TrinityPoint Wealth LLC 245 - 2024-03-31 10,525 $311,000 720
   BEACON INVESTMENT ADVISORY SERVICES INC. 227 - 2024-03-31 10,021 $296,000 0
   Kovitz Investment Group Partners LLC 578 - 2024-03-31 9,910 $293,000 -1,093
   National Wealth Management Group LLC 112 - 2024-03-31 9,642 $285,000 0
   Madrona Financial Services LLC 73 - 2024-03-31 9,402 $278,000 18
   VESTOR CAPITAL CORP 120 - 2024-03-31 9,015 $266,000 18
   Kuhn & Co Investment Counsel 107 - 2024-03-31 8,874 $262,000 364
   EverSource Wealth Advisors LLC 390 - 2024-03-31 9,146 $240,000 0
   CI Private Wealth LLC 2073 *New 2024-03-31 6,967 $206,000 6,967
   HANSON MCCLAIN, INC. 811 - 2024-03-31 6,158 $182,000 -386
   Richardson Capital Management LLC 30 - 2024-03-31 5,777 $171,000 0
   ROYAL BANK OF CANADA 4316 - 2024-03-31 5,354 $158,000 -82,231
   Sunbelt Securities Inc. 612 - 2024-03-31 4,950 $146,000 -70
   Steward Partners Investment Advisory LLC 1569 - 2024-03-31 4,936 $146,000 1,700
   Salomon & Ludwin LLC 222 *New 2024-03-31 4,432 $131,000 4,432
   EP WEALTH ADVISORS, INC. 784 - 2024-03-31 4,120 $122,000 -15,733
   IFP Advisors Inc *New 2023-12-31 3,690 $97,000 3,690
   BAYSTATE WEALTH MANAGEMENT LLC *New 2023-12-31 3,095 $81,000 3,095
   PROEQUITIES INC. 1062 - 2024-03-31 2,263 $67,000 0
   US BANCORP 2540 - 2024-03-31 2,222 $66,000 0
   HARBOUR INVESTMENTS INC. 1367 *New 2023-12-31 2,319 $61,000 2,319
   MCF Advisors LLC 361 *New 2024-03-31 1,764 $52,000 1,764
   WELLS FARGO & CO/MN 4748 - 2024-03-31 1,434 $42,000 -2,296
   CAROLINAS WEALTH CONSULTING LLC 405 - 2024-03-31 1,344 $40,000 -453
   AdvisorNet Financial Inc 881 - 2024-03-31 1,288 $38,000 0
   SUMMIT INVESTMENT ADVISORS INC 2353 - 2024-03-31 1,108 $33,000 -8
   DUNCKER STREETT & CO INC 353 - 2024-03-31 881 $26,000 2
   GUARANTY TRUST CO OF MISSOURI /MO/ 910 - 2024-03-31 881 $26,000 0
   Ronald Blue Trust Inc. 1144 *New 2024-03-31 853 $25,000 853
   Goss Wealth Management LLC 2590 - 2024-03-31 713 $21,000 -259
   Lindbrook Capital LLC 1443 *New 2024-03-31 441 $13,000 441
   Nelson Van Denburg & Campbell Wealth Management Gr 1829 *New 2024-03-31 369 $11,000 369
   Larson Financial Group LLC 1021 - 2024-03-31 363 $11,000 -1,760
   Glass Jacobson Investment Advisors llc 558 - 2024-03-31 324 $10,000 1
   BANK OF AMERICA CORP /DE/ 5823 - 2024-03-31 266 $8,000 0
   Penserra Capital Management LLC 957 *New 2024-03-31 263 $7,000 263
   FIFTH THIRD BANCORP 1981 - 2024-03-31 231 $7,000 0
   GHP INVESTMENT ADVISORS INC 721 - 2024-03-31 121 $4,000 1
   CFG ASSET MANAGEMENT LLC 319 *New 2024-03-31 108 $3,000 108
   CREATIVE FINANCIAL DESIGNS INC /ADV 1427 *New 2024-03-31 100 $3,000 100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5271 *Closed 2024-03-31 0 $0 -60,387
   CWM LLC 4297 *Closed 2024-03-31 0 $0 -12,346
   Iron Horse Wealth Management LLC 420 *Closed 2024-03-31 0 $0 -6,463
   Parallel Advisors LLC 3120 *Closed 2024-03-31 0 $0 -102
   AE Wealth Management LLC 1389 *Closed 2024-03-31 0 $0 -28,532
   ADVISORY SERVICES NETWORK, LLC 2649 *Closed 2024-03-31 0 $0 -4,451
   CALAMOS WEALTH MANAGEMENT LLC 265 *Closed 2024-03-31 0 $0 -8,243
   UBS Group AG 8063 *Closed 2024-03-31 0 $0 -4,259
   Newbridge Financial Services Group Inc. 1282 - 2024-03-31 5 $0 0
   McIlrath & Eck LLC 962 *Closed 2024-03-31 0 $0 -432
   Global Retirement Partners LLC 3453 *Closed 2024-03-31 0 $0 -1,369
   Farther Finance Advisors LLC 3410 - 2024-03-31 3 $0 0
  96 Records found
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