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Get Institutions for : 
Fidelity Enhanced Mid Cap Etf (FMDE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    67
Total shares held : 
 2,183,014  
% of shares held : 
 24.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   67  
Amount of shares held : 
 2,063,930  
% of shares held change : 
   22.93%  
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 :
67
 2,063,930
 94.54%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 119,084
 5.46%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   FINANCIAL NETWORK 379 - 2024-03-31 327,607 $10,005,000 1,045
   COMMONWEALTH EQUITY SERVICES LLC. 816 - 2024-03-31 303,294 $9,263,000 13,493
   LPL FINANCIAL CORP 1545 - 2024-03-31 231,270 $7,063,000 162,773
   LINCOLN NATIONAL CORP 154 - 2024-03-31 166,600 $5,088,000 1,195
   FMR LLC 1989 - 2024-03-31 137,673 $4,205,000 34,042
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 884 - 2024-03-31 127,597 $3,897,000 3,497
   Pathstone Holdings LLC 653 *New 2024-03-31 114,194 $3,491,000 114,194
   RAYMOND JAMES & ASSOCIATES 1924 *New 2024-03-31 94,296 $2,880,000 94,296
   Fifth Third Securities Inc. 99 - 2024-03-31 78,021 $2,383,000 -2,448
   ENVESTNET ASSET MANAGEMENT INC 2470 - 2024-03-31 75,097 $2,293,000 -1,147
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1649 - 2024-03-31 71,508 $2,184,000 -14,930
   LongView Wealth Management 36 - 2024-03-31 59,266 $1,810,000 -1,767
   PRINCIPAL SECURITIES INC. 308 - 2024-03-31 56,160 $1,715,000 -1,890
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1721 *New 2024-03-31 54,844 $1,675,000 54,844
   Advisor Group Holdings Inc. 1824 - 2024-03-31 54,774 $1,673,000 -23,045
   HANCOCK HOLDING CO 234 - 2024-03-31 50,750 $1,550,000 0
   Kestra Advisory Services LLC 1211 - 2024-03-31 33,997 $1,038,000 -6,823
   MML INVESTORS SERVICES LLC 1455 - 2024-03-31 30,842 $942,000 -9,329
   Certified Advisory Corp 137 - 2024-03-31 28,668 $876,000 -470
   Oakmont Partners LLC 424 - 2024-03-31 24,482 $748,000 99
   H D Vest Advisory Services 898 - 2024-03-31 22,733 $694,000 43
   Sunbelt Securities Inc. 235 - 2024-03-31 22,709 $694,000 -775
   Atria Wealth Solutions Inc. 1091 *New 2024-03-31 22,384 $684,000 22,384
   Evanson Asset Management LLC 150 - 2024-03-31 21,061 $643,000 85
   NWAM LLC 286 - 2024-03-31 21,514 $636,000 83
   Demars Financial Group LLC 36 - 2024-03-31 20,638 $630,000 -1,815
   ROYAL BANK OF CANADA 3309 - 2024-03-31 20,548 $628,000 -9,924
   TWIN FOCUS CAPITAL PARTNERS, LLC 91 - 2024-03-31 16,546 $505,000 67
   Traynor Capital Management Inc. 130 - 2024-03-31 16,266 $497,000 -35,314
   MORGAN STANLEY 5134 - 2024-03-31 16,047 $490,000 -2,124
   Change Path LLC 591 - 2024-03-31 14,846 $453,000 -1,146
   BB&T CORP 2083 - 2024-03-31 13,238 $404,000 27
   Breakwater Capital Group 179 - 2024-03-31 12,014 $367,000 26
   Evergreen Private Wealth LLC 58 *New 2024-03-31 11,905 $364,000 11,905
   MARINER WEALTH ADVISORS, LLC 2303 - 2024-03-31 11,564 $353,000 44
   Adviser Investments LLC 437 - 2024-03-31 10,723 $327,000 43
   HOYLECOHEN LLC 231 *New 2024-03-31 10,460 $319,000 10,460
   J.W. COLE ADVISORS INC. 681 - 2024-03-31 10,082 $308,000 30
   Sigma Planning Corp 945 *New 2024-03-31 9,936 $303,000 9,936
   LYNCH & ASSOCIATES/IN 109 - 2024-03-31 9,095 $278,000 1,495
   CREATIVE PLANNING 2331 - 2024-03-31 8,763 $268,000 -127
   Hartland & Co. LLC 441 - 2024-03-31 8,093 $241,000 -1,457
   AdvisorNet Financial Inc 436 - 2024-03-31 7,857 $240,000 405
   Modern Wealth Management LLC 292 *New 2024-03-31 7,973 $238,000 7,973
   PROSPERA FINANCIAL SERVICES 936 *New 2023-12-31 8,630 $236,000 8,630
   SEQUENT ASSET MANAGEMENT, LLC 64 - 2024-03-31 7,711 $235,000 0
   HIGHTOWER ADVISORS, LLC 2859 *New 2024-03-31 7,306 $225,000 7,306
   MULTIFINANCIAL SECURITIES CORP 2133 *New 2024-03-31 7,348 $224,000 7,348
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1498 - 2024-03-31 7,316 $223,000 -4,164
   Main Street Financial Solutions LLC 475 *New 2024-03-31 7,126 $218,000 7,126
   PINNACLE ASSOCIATES LTD 784 *New 2024-03-31 6,903 $211,000 6,903
   JANE STREET GROUP LLC 4696 *New 2024-03-31 6,845 $209,000 6,845
   CAPTRUST FINANCIAL ADVISORS 1972 *New 2024-03-31 6,773 $207,000 6,773
   KING WEALTH MANAGEMENT GROUP, LLC 137 *New 2024-03-31 6,695 $204,000 6,695
   Sound Income Strategies LLC 213 *New 2024-03-31 6,618 $202,000 6,618
   Global Retirement Partners LLC 819 - 2024-03-31 5,982 $183,000 0
   SMITHFIELD TRUST CO 360 - 2024-03-31 5,450 $166,000 2,300
   HBC Financial Services PLLC 37 - 2024-03-31 5,374 $154,000 22
   PNC FINANCIAL SERVICES GROUP INC 2400 - 2024-03-31 4,655 $142,000 -5,248
   Goss Wealth Management LLC 1986 - 2024-03-31 4,104 $125,000 0
   FRANKLIN RESOURCES INC 2552 - 2024-03-31 3,912 $119,000 0
   JFS WEALTH ADVISORS, LLC 300 - 2024-03-31 3,808 $116,000 16
   UBS Group AG 5087 - 2024-03-31 2,935 $90,000 1,933
   Atlantic Trust Group LLC 1528 *New 2024-03-31 2,297 $70,000 2,297
   Glass Jacobson Investment Advisors llc 336 - 2024-03-31 1,832 $56,000 7
   Salomon & Ludwin LLC 366 *New 2024-03-31 1,520 $46,000 1,520
   Financial Freedom LLC 165 - 2024-03-31 1,475 $45,000 6
   UMB BANK N A/MO 865 - 2024-03-31 1,378 $42,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 781 *New 2024-03-31 1,312 $40,000 1,312
   HANSON MCCLAIN, INC. 1432 - 2024-03-31 1,212 $37,000 5
   CWM LLC 2488 *New 2024-03-31 1,196 $37,000 1,196
   Asset Dedication LLC 527 - 2024-03-31 908 $28,000 0
   Investors Research Corp 574 - 2024-03-31 928 $28,000 0
   BAYSTATE WEALTH MANAGEMENT LLC *New 2023-12-31 844 $23,000 844
   LifeSteps Financial Inc. 223 *New 2024-03-31 721 $22,000 721
   HARBOUR INVESTMENTS INC. 1829 *New 2023-12-31 800 $22,000 800
   Continuum Advisory LLC 845 *New 2024-03-31 472 $14,000 472
   Concord Wealth Partners 543 - 2024-03-31 428 $13,000 1
   CLEAR INVESTMENT RESEARCH LLC 153 - 2024-03-31 409 $13,000 1
   Providence Capital Advisors LLC 229 - 2024-03-31 420 $13,000 0
   Financial Perspectives Inc 433 - 2024-03-31 405 $12,000 1
   MARK SHEPTOFF FINANCIAL PLANNING LLC 296 - 2024-03-31 329 $10,000 1
   CKW FINANCIAL GROUP 180 - 2024-03-31 316 $10,000 0
   MATHER GROUP, INC. 1197 *New 2024-03-31 384 $10,000 384
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 466 - 2024-03-31 183 $6,000 19
   BANK OF MONTREAL /CAN/ 3250 - 2024-03-31 182 $6,000 0
   Farther Finance Advisors LLC 2459 - 2024-03-31 58 $2,000 0
   PROEQUITIES INC. 2466 *New 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 1610 *Closed 2024-03-31 0 $0 -1,725
   Ground Swell Capital LLC 71 *Closed 2024-03-31 0 $0 -7,645
   CITADEL ADVISORS LLC 5878 *Closed 2024-03-31 0 $0 -31,015
   WELLS FARGO & CO/MN 6247 *New 2024-03-31 9 $0 9
   VIMA LLC 405 *Closed 2024-03-31 0 $0 -218
   Cetera Investment Advisers 1985 *Closed 2024-03-31 0 $0 -17,937
   MERCER GLOBAL ADVISORS INC /ADV 2137 *Closed 2024-03-31 0 $0 -9,625
  95 Records found
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