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Get Institutions for : 
Fidelity Preferred Securities And Income Etf (FPFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    2
Total shares held : 
 285,523  
% of shares held : 
 21.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 78,531  
% of shares held change : 
   5.82%  
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
 10,928
 3.83%
 
Increased Positions :
6
 67,603
 23.68%
 
Unchanged Positions :
4
 6,708
 2.35%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   Advisor Group Holdings Inc. 1738 - 2024-03-31 86,949 $1,876,000 -5,998
   COMMONWEALTH EQUITY SERVICES LLC. 2323 - 2024-03-31 40,962 $884,000 6,005
   JANE STREET GROUP LLC 3300 - 2024-03-31 37,710 $814,000 -80,232
   Brookstone Capital Management 773 *New 2024-03-31 13,044 $281,000 13,044
   Prairie Wealth Advisors Inc. 157 - 2024-03-31 9,775 $212,000 0
   PRINCIPAL SECURITIES INC. 1301 - 2024-03-31 4,202 $91,000 13
   CWM LLC 2480 - 2024-03-31 1,719 $37,000 0
   MORGAN STANLEY 6895 - 2024-03-31 36 $1,000 -21
   PROEQUITIES INC. 3209 - 2024-03-31 0 $0 0
   SMITH CHAS P & ASSOCIATES PA CPAS 159 *Closed 2024-03-31 0 $0 -10,000
   ADVISORY SERVICES NETWORK, LLC 2514 *Closed 2024-03-31 0 $0 -928
   GUNN & Co INVESTMENT MANAGEMENT INC. 96 *Closed 2024-03-31 0 $0 -10,000
   BANK OF MONTREAL /CAN/ 3713 *Closed 2024-03-31 0 $0 -11,984
   CAROLINAS WEALTH CONSULTING LLC 1142 *Closed 2024-03-31 0 $0 -800
  14 Records found
  1    
  Page 1 of 1
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