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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    5
Total shares held : 
15,767,046  
% of shares held : 
17.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
9,069,657  
% of shares held change : 
  10.08%  
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 :
12
 139,231
 0.88%
 
Increased Positions :
34
 9,702,901
 61.54%
 
Unchanged Positions :
15
 98,728
 0.63%
 
Decreased Positions :
35
-654,360
-4.15%
 
Closed Positions :
7
-118,115
-0.75%
 
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 169 - 2024-03-31 315,684 $17,735,000 22,625
   Ameritas Advisory Services LLC 32 - 2024-03-31 267,962 $14,825,000 127,041
   MORGAN STANLEY 3373 - 2024-03-31 161,564 $9,077,000 155,010
   LPL FINANCIAL CORP 1475 - 2024-03-31 138,900 $7,803,000 12,159
   Running Point Capital Advisors LLC 9 - 2024-03-31 135,262 $7,599,000 19,702
   Cetera Investment Advisers 845 - 2024-03-31 115,377 $6,482,000 68,363
   THRIVENT FINANCIAL FOR LUTHERANS 821 - 2024-03-31 92,069 $5,172,000 458
   JANE STREET GROUP LLC 1396 - 2024-03-31 78,575 $4,414,000 24,559
   ROYAL BANK OF CANADA 2065 - 2024-03-31 70,484 $3,960,000 6,697
   J P MORGAN CHASE & CO 2617 - 2024-03-31 67,092 $3,769,000 25,449
   Rockefeller Capital Management L.P. 801 - 2024-03-31 62,574 $3,515,000 5,476
   Capital Analysts Inc. 108 - 2024-03-31 61,469 $3,453,000 3,052
   LINCOLN NATIONAL CORP 224 - 2024-03-31 59,328 $3,333,000 2,358
   FINANCIAL NETWORK 792 - 2024-03-31 58,010 $3,259,000 13,651
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1311 - 2024-03-31 56,747 $3,188,000 56,747
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1064 - 2024-03-31 49,840 $2,800,000 3,735
   MECHANICS BANK TRUST DEPARTMENT 67 - 2024-03-31 48,485 $2,724,000 79
   Absolute Capital Management LLC 17 - 2024-03-31 47,494 $2,668,000 14,504
   PERSONAL CFO SOLUTIONS LLC 57 - 2024-03-31 38,480 $2,162,000 16,479
   Asset Allocation Strategies LLC 35 - 2024-03-31 27,784 $1,561,000 1,668
   STIFEL FINANCIAL CORP 2087 - 2024-03-31 20,511 $1,152,000 8,072
   Tyler-Stone Wealth Management 42 - 2024-03-31 17,475 $982,000 250
   Howard Capital Management Inc. 49 - 2024-03-31 16,122 $906,000 3,224
   GREAT VALLEY ADVISOR GROUP INC. 410 - 2024-03-31 14,245 $800,000 2
   Westside Investment Management Inc. 118 - 2024-03-31 14,175 $796,000 2,070
   Pallas Capital Advisors LLC 247 - 2024-03-31 11,679 $656,000 338
   Samalin Investment Counsel LLC 116 - 2024-03-31 10,153 $570,000 4
   H D Vest Advisory Services 986 - 2024-03-31 9,763 $548,000 576
   Verity Asset Management Inc. 91 - 2023-12-31 8,653 $458,000 29
   Integrated Wealth Concepts LLC 1077 - 2024-03-31 8,116 $456,000 254
   Buckingham Strategic Partners 387 - 2024-03-31 7,915 $445,000 628
   MULTIFINANCIAL SECURITIES CORP 1730 - 2024-03-31 7,221 $406,000 689
   Sunbelt Securities Inc. 390 - 2024-03-31 6,330 $356,000 4,906
   Sigma Planning Corp 898 - 2024-03-31 5,995 $337,000 5,995
   Birchcreek Wealth Management LLC 127 - 2024-03-31 4,626 $260,000 253
   Harwood Advisory Group LLC 120 - 2024-03-31 4,204 $236,000 8
   Steward Partners Investment Advisory LLC 1373 - 2024-03-31 4,083 $229,000 58
   IFP Advisors Inc 1011 - 2023-12-31 3,106 $165,000 38
   Clarity Asset Management Inc. 45 - 2024-03-31 2,188 $123,000 9
   SRS Capital Advisors Inc. 388 - 2024-03-31 1,785 $100,000 8

  40 Records found
  1    
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