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Get Institutions for : 
Fidelity Small-mid Factor Etf (FSMD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    3
Total shares held : 
2,204,123  
% of shares held : 
24.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
19,186  
% of shares held change : 
  0.21%  
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 :
2
 26,075
 1.18%
 
Increased Positions :
13
 197,702
 8.97%
 
Unchanged Positions :
9
 130,439
 5.92%
 
Decreased Positions :
7
-74,198
-3.37%
 
Closed Positions :
5
-130,393
-5.92%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 834 *New 2024-03-31 237,952 $9,247,000 237,952
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1885 *New 2024-03-31 46,340 $1,801,000 46,340
   H D Vest Advisory Services 599 *New 2024-03-31 41,072 $1,596,000 41,072
   MULTIFINANCIAL SECURITIES CORP 966 *New 2024-03-31 37,795 $1,469,000 37,795
   JANE STREET GROUP LLC 3975 *New 2024-03-31 11,521 $448,000 11,521
   MARINER WEALTH ADVISORS, LLC 2584 *New 2024-03-31 6,480 $252,000 6,480
   J.W. COLE ADVISORS INC. 817 *New 2024-03-31 5,359 $208,000 5,359
   Sound Income Strategies LLC 214 *New 2024-03-31 5,210 $202,000 5,210
   Farther Finance Advisors LLC 1204 *New 2024-03-31 1,219 $47,000 1,219
   Steward Partners Investment Advisory LLC 2153 *New 2024-03-31 1,150 $45,000 1,150
   PRINCIPAL SECURITIES INC. 2428 *New 2024-03-31 209 $8,000 209
   Spire Wealth Management 2208 *New 2024-03-31 13 $1,000 13

  12 Records found
  1    
  Page 1 of 1
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