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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    74
Total shares held : 
 10,865,377  
% of shares held : 
 12.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   74  
Amount of shares held : 
 10,862,431  
% of shares held change : 
   12.07%  
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 :
74
 10,862,431
 99.97%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 2,946
 0.03%
 
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
   FMR LLC 684 - 2024-03-31 8,891,271 $259,625,000 -37,499
   COMMONWEALTH EQUITY SERVICES LLC. 493 - 2024-03-31 681,349 $19,895,000 498,987
   LINCOLN NATIONAL CORP 99 - 2024-03-31 276,493 $8,074,000 -5,080
   Kestra Advisory Services LLC 397 - 2024-03-31 250,398 $7,312,000 80,569
   Advisor Group Holdings Inc. 1492 - 2024-03-31 90,177 $2,633,000 13,928
   J.W. COLE ADVISORS INC. 167 - 2024-03-31 88,730 $2,591,000 -362
   Processus Wealth & Capital Management LLC 21 *New 2024-03-31 80,401 $2,348,000 80,401
   ROYAL BANK OF CANADA 2488 - 2024-03-31 71,371 $2,084,000 -36,412
   Essex Private Wealth Management LLC 9 - 2024-03-31 58,937 $1,721,000 551
   Baird Financial Group Inc. 998 - 2024-03-31 57,961 $1,692,000 -2,614
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1397 - 2024-03-31 55,032 $1,607,000 1,049
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2071 - 2024-03-31 52,027 $1,519,000 -138,072
   LPL FINANCIAL CORP 2757 - 2024-03-31 51,570 $1,506,000 1,353
   ESSEX FINANCIAL SERVICES INC 177 - 2024-03-31 44,077 $1,287,000 1,306
   WAGNER CAPITAL MANAGEMENT CORP 133 - 2024-03-31 42,474 $1,240,000 -9,485
   JANE STREET GROUP LLC 3258 - 2024-03-31 29,091 $849,000 745
   Larson Financial Group LLC 180 - 2024-03-31 28,941 $845,000 -257
   CRA Financial Services LLC 91 - 2024-03-31 28,293 $826,000 54
   Investment Advisory Group LLC 65 - 2024-03-31 26,203 $765,000 1,502
   Sunbelt Securities Inc. 222 - 2024-03-31 25,612 $748,000 -816
   ENVESTNET ASSET MANAGEMENT INC 3216 - 2024-03-31 24,232 $708,000 -11,507
   RAYMOND JAMES & ASSOCIATES 2841 *New 2024-03-31 23,036 $673,000 23,036
   PEAPACK GLADSTONE FINANCIAL CORP 464 - 2024-03-31 19,774 $577,000 -196
   Hartland & Co. LLC 331 - 2024-03-31 15,255 $438,000 71
   CAPTRUST FINANCIAL ADVISORS 1548 - 2024-03-31 15,007 $438,000 397
   Private Advisor Group LLC 1597 - 2024-03-31 14,932 $436,000 18
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1666 - 2024-03-31 14,770 $431,000 5,037
   CREATIVE PLANNING 2010 - 2024-03-31 13,801 $403,000 314
   Stonegate Investment Group LLC 240 *New 2024-03-31 13,558 $396,000 13,558
   Bensler LLC 116 - 2024-03-31 13,343 $390,000 -1,682
   MORGAN STANLEY 5258 - 2024-03-31 12,664 $370,000 -2,350
   COLONY GROUP, LLC 798 *New 2024-03-31 11,941 $349,000 11,941
   MML INVESTORS SERVICES LLC 2025 - 2024-03-31 11,431 $334,000 2,219
   CITIGROUP INC 2926 - 2024-03-31 11,429 $334,000 0
   ADVISORY SERVICES NETWORK, LLC 1112 - 2024-03-31 11,161 $326,000 -99
   Cresset Asset Management LLC 1522 *New 2024-03-31 11,177 $326,000 11,177
   MODERA WEALTH MANAGEMENT, LLC 477 - 2024-03-31 10,516 $307,000 0
   BURNS WEALTH MANAGEMENT, INC. 427 - 2024-03-31 10,276 $300,000 -2,188
   AAFCPAs Wealth Management LLC 34 - 2024-03-31 9,714 $284,000 93
   Great Lakes Retirement Inc. 201 *New 2024-03-31 9,659 $282,000 9,659
   SITTNER & NELSON LLC 96 - 2024-03-31 9,595 $280,000 0
   GSB Wealth Management LLC 190 - 2024-03-31 8,677 $253,000 83
   Lifeworks Advisors LLC 211 - 2024-03-31 7,982 $233,000 -1,062
   NWAM LLC 497 - 2024-03-31 7,935 $232,000 76
   Orion Portfolio Solutions LLC 1556 *New 2024-03-31 7,956 $232,000 7,956
   Outlook Wealth Advisors LLC 244 - 2024-03-31 7,652 $223,000 74
   Cetera Investment Advisers 3286 *New 2024-03-31 7,255 $212,000 7,255
   HIGHTOWER ADVISORS, LLC 2918 *New 2024-03-31 6,975 $203,000 6,975
   US BANCORP 1998 - 2024-03-31 6,884 $201,000 6,093
   Atlantic Trust Group LLC 1179 *New 2024-03-31 5,952 $173,000 5,952
   MARK SHEPTOFF FINANCIAL PLANNING LLC 105 - 2024-03-31 5,874 $172,000 -187
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1633 - 2024-03-31 5,281 $154,000 1,747
   EP WEALTH ADVISORS, INC. 779 - 2024-03-31 4,310 $126,000 98
   Steward Partners Investment Advisory LLC 1679 - 2024-03-31 4,003 $117,000 74
   Rise Advisors LLC 135 *New 2024-03-31 3,946 $115,000 3,946
   Key Financial Inc 353 - 2024-03-31 2,846 $83,000 0
   PROEQUITIES INC. 1009 - 2024-03-31 2,642 $77,000 0
   Private Ocean LLC 215 *New 2024-03-31 2,220 $65,000 2,220
   HANSON MCCLAIN, INC. 1233 - 2024-03-31 2,020 $59,000 -8,754
   Cordant Inc. 50 - 2024-03-31 1,907 $56,000 19
   CWM LLC 2262 *New 2024-03-31 1,765 $52,000 1,765
   NORTH STAR INVESTMENT MANAGEMENT CORP. 616 *New 2024-03-31 1,647 $48,000 1,647
   PRINCIPAL SECURITIES INC. 1580 - 2024-03-31 1,644 $48,000 -1,302
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 549 - 2024-03-31 1,502 $44,000 14
   Creative Capital Management Investments LLC 99 - 2024-03-31 1,311 $38,000 12
   WELLS FARGO & CO/MN 4779 - 2024-03-31 1,286 $38,000 366
   Carmichael Hill & Associates Inc. 333 - 2024-03-31 1,282 $37,000 0
   Goss Wealth Management LLC 2437 - 2024-03-31 1,097 $32,000 0
   Glass Jacobson Investment Advisors llc 493 - 2024-03-31 568 $17,000 5
   Financial Freedom LLC 243 - 2024-03-31 552 $16,000 6
   CAROLINAS WEALTH CONSULTING LLC 507 - 2024-03-31 498 $15,000 -98
   HARBOUR INVESTMENTS INC. 1979 *New 2023-12-31 575 $15,000 575
   FRANKLIN RESOURCES INC 2695 - 2024-03-31 395 $12,000 0
   AdvisorNet Financial Inc 1298 - 2024-03-31 325 $9,000 0
   IFP Advisors Inc *New 2023-12-31 280 $8,000 280
   Moisand Fitzgerald Tamayo LLC 332 - 2024-03-31 286 $8,000 0
   Capital Advisors Ltd. LLC 769 - 2024-03-31 291 $8,000 3
   CKW FINANCIAL GROUP 185 - 2024-03-31 236 $7,000 0
   MATHER GROUP, INC. 1369 *New 2024-03-31 137 $4,000 137
   Asset Dedication LLC 866 - 2024-03-31 92 $3,000 1
   J P MORGAN CHASE & CO 5216 - 2024-03-31 52 $2,000 -201
   PNC FINANCIAL SERVICES GROUP INC 4075 *New 2024-03-31 72 $2,000 72
   Newbridge Financial Services Group Inc. 1011 - 2024-03-31 66 $2,000 0
   Farther Finance Advisors LLC 2458 - 2024-03-31 70 $2,000 0
   HBC Financial Services PLLC 165 - 2024-03-31 20 $0 0
   CITADEL ADVISORS LLC 5944 *Closed 2024-03-31 0 $0 -13,656
   LRI Investments LLC 832 - 2024-03-31 11 $0 0
   AE Wealth Management LLC 1557 *Closed 2024-03-31 0 $0 -8,946
   BANK OF MONTREAL /CAN/ 3582 *Closed 2024-03-31 0 $0 -1,453
   UBS Group AG 8146 *Closed 2024-03-31 0 $0 -1,078
   Trinity Legacy Partners LLC 104 *Closed 2024-03-31 0 $0 -34,814
   Iron Horse Wealth Management LLC 479 - 2024-03-31 1 $0 -134
   GRADIENT INVESTMENTS LLC 1842 *Closed 2024-03-31 0 $0 -358
   Traynor Capital Management Inc. 258 *Closed 2024-03-31 0 $0 -17,508
  94 Records found
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