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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: 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 period: 12-31-2023 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
   COMMONWEALTH EQUITY SERVICES LLC. 276 - 2024-03-31 1,045,565 $40,631,000 123,224
   Kestra Advisory Services LLC 220 - 2024-03-31 367,237 $14,271,000 17,463
   ENVESTNET ASSET MANAGEMENT INC 1598 - 2024-03-31 229,675 $8,925,000 9,955
   Advisor Group Holdings Inc. 819 - 2024-03-31 195,339 $7,591,000 61,162
   Cetera Investment Advisers 866 - 2024-03-31 162,545 $6,316,000 79,713
   Evergreen Private Wealth LLC 18 - 2024-03-31 114,030 $4,431,000 14,974
   BANK OF AMERICA CORP /DE/ 3375 - 2024-03-31 74,585 $2,898,000 2,380
   LPL FINANCIAL CORP 2274 - 2024-03-31 66,752 $2,594,000 30,865
   LINCOLN NATIONAL CORP 333 - 2024-03-31 50,883 $1,977,000 2,397
   FINANCIAL NETWORK 1238 - 2024-03-31 35,672 $1,386,000 13,878
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1508 - 2024-03-31 35,163 $1,366,000 12,325
   Trademark Financial Management LLC 21 - 2024-03-31 34,371 $1,336,000 28,550
   AE Wealth Management LLC 595 - 2024-03-31 32,609 $1,267,000 437
   Cedar Point Capital Partners LLC 36 - 2024-03-31 14,157 $550,000 1,123
   HARBOUR INVESTMENTS INC. 537 - 2023-12-31 13,784 $499,000 616
   GREAT VALLEY ADVISOR GROUP INC. 512 - 2024-03-31 11,859 $461,000 278
   J P MORGAN CHASE & CO 4087 - 2024-03-31 6,620 $257,000 196
   Global Retirement Partners LLC 2182 - 2024-03-31 207 $8,000 207
  18 Records found
  1    
  Page 1 of 1
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