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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: 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
   ENVESTNET ASSET MANAGEMENT INC 633 - 2024-03-31 954,289 $54,442,000 261,179
   J P MORGAN CHASE & CO 1234 - 2024-03-31 772,683 $44,082,000 34,021
   Goodwin Investment Advisory 2 - 2024-03-31 765,237 $43,657,000 42,286
   COMMONWEALTH EQUITY SERVICES LLC. 302 - 2024-03-31 648,056 $36,972,000 166,991
   THRIVENT FINANCIAL FOR LUTHERANS 358 - 2024-03-31 517,940 $29,548,000 323,074
   Personal Resources Investment & Strategic Manageme 2 - 2024-03-31 448,153 $25,567,000 7,712
   ROYAL BANK OF CANADA 1360 - 2024-03-31 225,095 $12,842,000 16,129
   Custos Family Office LLC 5 - 2024-03-31 222,364 $12,686,000 2,542
   BANK OF AMERICA CORP /DE/ 2363 - 2024-03-31 203,721 $11,622,000 8,672
   Dynamic Advisors Solutions LLC 69 - 2024-03-31 183,866 $10,490,000 11,691
   LPL FINANCIAL CORP 1583 - 2024-03-31 114,606 $6,538,000 7,928
   FISCHER INVESTMENT STRATEGIES LLC 8 - 2024-03-31 98,848 $5,639,000 98,848
   Cetera Investment Advisers 941 - 2024-03-31 95,114 $5,426,000 37,404
   CONDOR CAPITAL MANAGEMENT 44 - 2024-03-31 91,015 $5,192,000 3,985
   Forbes Financial Planning Inc. 11 - 2024-03-31 80,940 $4,618,000 9,150
   ALTFEST L J & CO INC 38 - 2024-03-31 57,218 $3,264,000 2,858
   Cedar Point Capital Partners LLC 16 - 2024-03-31 49,300 $2,813,000 1,953
   Patriot Financial Group Insurance Agency LLC 48 - 2024-03-31 48,027 $2,740,000 2,127
   PFG Advisors 144 - 2024-03-31 43,737 $2,495,000 11,295
   PRIMORIS WEALTH ADVISORS LLC 23 - 2024-03-31 32,611 $1,855,000 4,286
   VALMARK ADVISERS INC 186 - 2024-03-31 30,377 $1,733,000 133
   Atria Wealth Solutions Inc. 776 - 2024-03-31 23,587 $1,346,000 7,867
   Sigma Planning Corp 469 - 2024-03-31 19,041 $1,086,000 10,491
   MULTIFINANCIAL SECURITIES CORP 1163 - 2024-03-31 17,339 $989,000 2,872
   FINANCIAL NETWORK 1520 - 2024-03-31 16,003 $913,000 239
   Rockefeller Capital Management L.P. 1308 - 2024-03-31 14,667 $837,000 3,258
   Executive Wealth Management LLC 130 - 2024-03-31 13,717 $780,000 711
   Ameritas Advisory Services LLC 452 - 2024-03-31 13,547 $752,000 8,047
   Spectrum Investment Advisors Inc. 19 - 2024-03-31 12,676 $723,000 630
   HANSON MCCLAIN, INC. 506 - 2024-03-31 10,549 $602,000 17
   Clarity Capital Partners LLC 64 - 2024-03-31 9,655 $551,000 5,033
   Empirical Asset Management LLC 105 - 2024-03-31 9,002 $514,000 274
   Hoxton Planning & Management LLC 85 - 2024-03-31 8,680 $495,000 37
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2545 - 2024-03-31 8,252 $471,000 8,252
   J.W. COLE ADVISORS INC. 552 - 2024-03-31 8,055 $460,000 461
   Signal Advisors Wealth LLC 206 - 2024-03-31 6,393 $365,000 2,374
   Sequoia Financial Advisors LLC 817 - 2024-03-31 5,826 $332,000 26
   LINCOLN NATIONAL CORP 936 - 2024-03-31 5,318 $303,000 260
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1556 - 2023-09-30 5,180 $248,000 21
   Glass Jacobson Investment Advisors llc 208 - 2024-03-31 3,479 $198,000 16
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1589 - 2024-03-31 3,069 $175,000 544
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 972 - 2024-03-31 2,900 $165,000 101
   Clarity Asset Management Inc. 41 - 2024-03-31 2,522 $144,000 12
   COMERICA BANK 2456 - 2024-03-31 2,182 $125,000 550
   SILVER OAK SECURITIES Inc 440 - 2024-03-31 897 $51,000 4
   AdvisorNet Financial Inc 891 - 2024-03-31 661 $38,000 3
   Global Retirement Partners LLC 1717 - 2024-03-31 412 $24,000 270
  47 Records found
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