Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Fidelity Momentum Factor Etf (FDMO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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: 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 period: 12-31-2023 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
   CFO4Life L.P. 47 *New 2022-12-31 47,747 $2,045,000 47,747
   RAYMOND JAMES & ASSOCIATES 2387 *New 2024-03-31 22,521 $1,359,000 22,521
   CITADEL ADVISORS LLC 3212 *New 2024-03-31 14,337 $865,000 14,337
   TD Waterhouse Canada Inc. 651 *New 2024-03-31 6,690 $399,000 6,690
   Atria Wealth Solutions Inc. 1397 *New 2024-03-31 6,190 $374,000 6,190
   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
   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
   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
   Vermillion & White Wealth Management Group LLC 303 *New 2024-03-31 20 $1,000 20
   Coppell Advisory Solutions LLC 1895 *New 2023-12-31 9 $0 9
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us