Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fidelity Enhanced Large Cap Value Etf (FELV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Processus Wealth & Capital Management LLC 21 *New 2024-03-31 80,401 $2,348,000 80,401
   RAYMOND JAMES & ASSOCIATES 2841 *New 2024-03-31 23,036 $673,000 23,036
   Stonegate Investment Group LLC 240 *New 2024-03-31 13,558 $396,000 13,558
   COLONY GROUP, LLC 798 *New 2024-03-31 11,941 $349,000 11,941
   Cresset Asset Management LLC 1522 *New 2024-03-31 11,177 $326,000 11,177
   Great Lakes Retirement Inc. 201 *New 2024-03-31 9,659 $282,000 9,659
   Orion Portfolio Solutions LLC 1556 *New 2024-03-31 7,956 $232,000 7,956
   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
   Atlantic Trust Group LLC 1179 *New 2024-03-31 5,952 $173,000 5,952
   Rise Advisors LLC 135 *New 2024-03-31 3,946 $115,000 3,946
   Private Ocean LLC 215 *New 2024-03-31 2,220 $65,000 2,220
   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
   HARBOUR INVESTMENTS INC. 1979 *New 2023-12-31 575 $15,000 575
   IFP Advisors Inc *New 2023-12-31 280 $8,000 280
   MATHER GROUP, INC. 1369 *New 2024-03-31 137 $4,000 137
   PNC FINANCIAL SERVICES GROUP INC 4075 *New 2024-03-31 72 $2,000 72

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results