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
   COMMONWEALTH EQUITY SERVICES LLC. 493 - 2024-03-31 681,349 $19,895,000 498,987
   Kestra Advisory Services LLC 397 - 2024-03-31 250,398 $7,312,000 80,569
   Advisor Group Holdings Inc. 1492 - 2024-03-31 90,177 $2,633,000 13,928
   Essex Private Wealth Management LLC 9 - 2024-03-31 58,937 $1,721,000 551
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1397 - 2024-03-31 55,032 $1,607,000 1,049
   LPL FINANCIAL CORP 2757 - 2024-03-31 51,570 $1,506,000 1,353
   ESSEX FINANCIAL SERVICES INC 177 - 2024-03-31 44,077 $1,287,000 1,306
   JANE STREET GROUP LLC 3258 - 2024-03-31 29,091 $849,000 745
   CRA Financial Services LLC 91 - 2024-03-31 28,293 $826,000 54
   Investment Advisory Group LLC 65 - 2024-03-31 26,203 $765,000 1,502
   Hartland & Co. LLC 331 - 2024-03-31 15,255 $438,000 71
   CAPTRUST FINANCIAL ADVISORS 1548 - 2024-03-31 15,007 $438,000 397
   Private Advisor Group LLC 1597 - 2024-03-31 14,932 $436,000 18
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1666 - 2024-03-31 14,770 $431,000 5,037
   CREATIVE PLANNING 2010 - 2024-03-31 13,801 $403,000 314
   MML INVESTORS SERVICES LLC 2025 - 2024-03-31 11,431 $334,000 2,219
   AAFCPAs Wealth Management LLC 34 - 2024-03-31 9,714 $284,000 93
   GSB Wealth Management LLC 190 - 2024-03-31 8,677 $253,000 83
   NWAM LLC 497 - 2024-03-31 7,935 $232,000 76
   Outlook Wealth Advisors LLC 244 - 2024-03-31 7,652 $223,000 74
   US BANCORP 1998 - 2024-03-31 6,884 $201,000 6,093
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1633 - 2024-03-31 5,281 $154,000 1,747
   EP WEALTH ADVISORS, INC. 779 - 2024-03-31 4,310 $126,000 98
   Steward Partners Investment Advisory LLC 1679 - 2024-03-31 4,003 $117,000 74
   Cordant Inc. 50 - 2024-03-31 1,907 $56,000 19
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 549 - 2024-03-31 1,502 $44,000 14
   Creative Capital Management Investments LLC 99 - 2024-03-31 1,311 $38,000 12
   WELLS FARGO & CO/MN 4779 - 2024-03-31 1,286 $38,000 366
   Glass Jacobson Investment Advisors llc 493 - 2024-03-31 568 $17,000 5
   Financial Freedom LLC 243 - 2024-03-31 552 $16,000 6
   Capital Advisors Ltd. LLC 769 - 2024-03-31 291 $8,000 3

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