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Get Institutions for : 
Fidelity Smallmid Cap Opportunities Etf (FSMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    4
Total shares held : 
 719,204  
% of shares held : 
 66.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 507,723  
% of shares held change : 
   47.01%  
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 :
6
 476,476
 66.25%
 
Increased Positions :
4
 38,990
 5.42%
 
Unchanged Positions :
3
 357
 0.05%
 
Decreased Positions :
1
-1,290
-0.18%
 
Closed Positions :
2
-6,453
-0.9%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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. 1080 - 2024-03-31 218,747 $5,736,000 5,680
   BB&T CORP 980 *New 2024-03-31 148,387 $3,891,000 148,387
   LINCOLN NATIONAL CORP 786 - 2024-03-31 16,860 $442,000 4,668
   ENVESTNET ASSET MANAGEMENT INC 3716 - 2024-03-31 10,932 $287,000 -166
   MERCER GLOBAL ADVISORS INC /ADV 1607 - 2024-03-31 10,500 $275,000 -598
   Kestra Advisory Services LLC 2217 *New 2024-03-31 8,166 $214,000 8,166
   BENJAMIN F. EDWARDS & COMPANY INC. 929 - 2024-03-31 6,971 $183,000 -48
   NATIONAL BANK OF CANADA /FI/ 1313 - 2024-03-31 5,000 $129,000 0
   COMERICA BANK 2704 - 2024-03-31 2,200 $58,000 0
   Advisor Group Holdings Inc. 5682 - 2024-03-31 356 $9,000 0
   McClarren Financial Advisors Inc. 207 - 2024-03-31 53 $3,000 -36
   PROEQUITIES INC. 3218 - 2024-03-31 0 $0 0
   Strategic Investment Solutions Inc. /IL 724 *Closed 2023-12-31 0 $0 -6,300
   MORGAN STANLEY 7433 - 2024-03-31 1 $0 0
   GOTHAM ASSET MANAGEMENT, LLC 1467 *Closed 2024-03-31 0 $0 -457,078
   ADVISORY SERVICES NETWORK, LLC 3116 *Closed 2024-03-31 0 $0 -5
   Sunbelt Securities Inc. 1725 - 2024-03-31 1 $0 0
  17 Records found
  1    
  Page 1 of 1
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