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Get Institutions for : 
Fidelity Value Factor Etf (FVAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    11
Total shares held : 
 7,614,846  
% of shares held : 
 8.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 929,381  
% of shares held change : 
   1.03%  
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 :
17
 138,948
 1.82%
 
Increased Positions :
43
 1,148,780
 15.09%
 
Unchanged Positions :
15
 127,302
 1.67%
 
Decreased Positions :
23
-335,821
-4.41%
 
Closed Positions :
6
-22,526
-0.3%
 
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
   CFO4Life L.P. 14 *New 2022-12-31 197,611 $8,665,000 197,611
   CITADEL ADVISORS LLC 3569 *New 2024-03-31 10,290 $587,000 10,290
   RAYMOND JAMES & ASSOCIATES 2971 *New 2024-03-31 9,603 $548,000 9,603
   Private Advisor Group LLC 1867 *New 2024-03-31 5,004 $285,000 5,004
   THOROUGHBRED FINANCIAL SERVICES LLC 386 *New 2024-03-31 4,661 $265,000 4,661
   CHILDRESS CAPITAL ADVISORS LLC 196 *New 2024-03-31 3,727 $213,000 3,727
   Integrated Wealth Concepts LLC 1475 *New 2024-03-31 3,710 $212,000 3,710
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 373 *New 2024-03-31 3,519 $201,000 3,519
   HARTLINE INVESTMENT CORP/ 373 *New 2024-03-31 3,519 $201,000 3,519
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 222 *New 2024-03-31 1,677 $96,000 1,677
   Vermillion & White Wealth Management Group LLC 128 *New 2024-03-31 773 $44,000 773
   Qube Research & Technologies Ltd 3243 *New 2024-03-31 221 $13,000 221
   ZRC WEALTH MANAGEMENT LLC 436 *New 2024-03-31 18 $1,000 18
   HARBOUR INVESTMENTS INC. 3136 *New 2023-12-31 1 $0 1
  14 Records found
  1    
  Page 1 of 1
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