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Get Institutions for : 
Fidelity Growth Opportunities Etf (FGRO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
2,647,583  
% of shares held : 
2.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
263,143  
% of shares held change : 
  0.29%  
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 :
5
 35,792
 1.35%
 
Increased Positions :
17
 345,091
 13.03%
 
Unchanged Positions :
6
 48,711
 1.84%
 
Decreased Positions :
8
-29,644
-1.12%
 
Closed Positions :
4
-88,096
-3.33%
 
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
   Kestra Advisory Services LLC 132 - 2024-03-31 1,024,784 $22,402,000 206,727
   COMMONWEALTH EQUITY SERVICES LLC. 576 - 2024-03-31 737,122 $16,113,000 68,121
   FINANCIAL MANAGEMENT NETWORK INC 25 - 2024-03-31 178,926 $3,857,000 1,406
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 18 - 2024-03-31 159,043 $3,477,000 3,375
   Atria Wealth Solutions Inc. 538 - 2024-03-31 121,555 $2,657,000 3,159
   J P MORGAN CHASE & CO 2822 *New 2024-03-31 118,724 $2,595,000 118,724
   H D Vest Advisory Services 471 - 2024-03-31 118,689 $2,595,000 30,957
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1318 - 2024-03-31 84,476 $1,847,000 -12,630
   CITADEL ADVISORS LLC 2847 - 2024-03-31 56,978 $1,246,000 56,978
   Empire Life Investments Inc. 82 - 2024-03-31 53,700 $1,174,000 -4,300
   McGlone Suttner Wealth Management Inc. 52 - 2024-03-31 52,622 $1,150,000 2,000
   FINANCIAL NETWORK 1431 - 2024-03-31 48,094 $1,051,000 2,207
   LINCOLN NATIONAL CORP 560 - 2024-03-31 39,476 $863,000 -400
   Sugar Maple Asset Management LLC 25 - 2024-03-31 38,256 $836,000 0
   Sunbelt Securities Inc. 215 - 2024-03-31 36,526 $798,000 12,117
   STIFEL FINANCIAL CORP 2445 - 2024-03-31 29,928 $654,000 -420
   Sigma Planning Corp 787 - 2024-03-31 20,916 $457,000 20,916
   BENJAMIN F. EDWARDS & COMPANY INC. 678 - 2024-03-31 19,984 $437,000 -12,025
   RFG Advisory Group LLC 544 - 2024-03-31 18,401 $402,000 245
   JANNEY MONTGOMERY SCOTT LLC 2189 - 2024-03-31 16,780 $367,000 100
   WILEY BROS.-AINTREE CAPITAL LLC 333 - 2024-03-31 16,402 $359,000 -1,416
   MARSHALL WACE LLP 1779 *New 2024-03-31 16,012 $350,000 16,012
   AVAII WEALTH MANAGEMENT LLC 105 - 2024-03-31 13,535 $296,000 1,235
   ENVESTNET ASSET MANAGEMENT INC 3729 - 2024-03-31 12,770 $279,000 12,770
   BANCORPSOUTH BANK 298 - 2024-03-31 12,042 $263,000 0
   TWO SIGMA INVESTMENTS LLC 2517 - 2024-03-31 11,400 $249,000 700
   Adviser Investments LLC 491 - 2024-03-31 11,090 $242,000 -22,346
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 134 - 2024-03-31 10,497 $229,000 0
   ROYAL BANK OF CANADA 4032 - 2024-03-31 10,485 $229,000 -9,975
   DAVENPORT & CO LLC 1018 *New 2024-03-31 9,860 $216,000 9,860
   IFP Advisors Inc 970 - 2023-12-31 9,525 $181,000 7,700
   PRINCIPAL SECURITIES INC. 1088 - 2024-03-31 7,454 $163,000 -143
   MORGAN STANLEY 5627 - 2024-03-31 6,927 $151,000 0
   Financial Perspectives Inc 256 - 2024-03-31 2,783 $61,000 0
   Advisor Group Holdings Inc. 5242 *New 2024-03-31 965 $21,000 965
   CWM LLC 2935 - 2024-03-31 845 $18,000 -5,300
   NATIONAL BANK OF CANADA /FI/ 1933 - 2024-03-31 550 $12,000 0
   Qube Research & Technologies Ltd 3366 - 2024-03-31 236 $5,000 -820
   Venturi Wealth Management LLC 1199 - 2024-03-31 155 $3,000 0
   Larson Financial Group LLC 1701 *Closed 2024-03-31 0 $0 -200
   UBS Group AG 8147 *Closed 2024-03-31 0 $0 -103
   PROEQUITIES INC. 9486 - 2024-03-31 0 $0 0
   MULTIFINANCIAL SECURITIES CORP 2416 *Closed 2024-03-31 0 $0 -36,494
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6513 *Closed 2024-03-31 0 $0 -19,328

  44 Records found
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