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Get Institutions for : 
Fidelity Blue Chip Growth ETF (FBCG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    14
Total shares held : 
 10,750,851  
% of shares held : 
 11.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 2,229,446  
% of shares held change : 
   2.48%  
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 :
19
 303,098
 2.82%
 
Increased Positions :
38
 2,540,115
 23.63%
 
Unchanged Positions :
12
 35,754
 0.33%
 
Decreased Positions :
16
-385,471
-3.59%
 
Closed Positions :
5
-228,296
-2.12%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 973 - 2024-03-31 2,043,980 $78,632,000 84,498
   Goodwin Investment Advisory 1 - 2024-03-31 1,831,239 $70,448,000 48,361
   COMMONWEALTH EQUITY SERVICES LLC. 252 - 2024-03-31 1,136,242 $43,711,000 220,071
   MML INVESTORS SERVICES LLC - 2024-03-31 1,028,043 $39,549,000 24,134
   BANK OF AMERICA CORP /DE/ - 2024-03-31 968,310 $37,251,000 404,434
   THRIVENT FINANCIAL FOR LUTHERANS - 2024-03-31 585,962 $22,542,000 80,010
   Kestra Advisory Services LLC - 2024-03-31 507,779 $19,534,000 29,476
   WIN ADVISORS INC 4 *New 2024-03-31 387,946 $14,924,000 387,946
   KESTRA PRIVATE WEALTH SERVICES LLC 82 - 2024-03-31 330,551 $12,716,000 179,105
   ENVESTNET ASSET MANAGEMENT INC - 2024-03-31 300,996 $11,579,000 147,901
   MV Capital Management Inc. 21 - 2024-03-31 298,092 $11,468,000 4,840
   WILEY BROS.-AINTREE CAPITAL LLC 11 - 2024-03-31 296,037 $11,389,000 -11,224
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 413 - 2024-03-31 291,545 $11,216,000 19,593
   COLONY GROUP, LLC *New 2024-03-31 275,888 $10,183,000 275,888
   UBS Group AG - 2024-03-31 219,286 $8,436,000 36,505
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO - 2024-03-31 186,989 $7,193,000 18,183
   Per Stirling Capital Management LLC. - 2024-03-31 172,773 $6,647,000 95,703
   HIGHTOWER ADVISORS, LLC 892 - 2024-03-31 149,642 $5,755,000 -42,911
   H D Vest Advisory Services 304 - 2024-03-31 129,983 $5,000,000 20,066
   MULTIFINANCIAL SECURITIES CORP - 2024-03-31 127,173 $4,892,000 109,770
   GUARANTY TRUST CO OF MISSOURI /MO/ 138 - 2024-03-31 123,746 $4,761,000 1,500
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 703 - 2024-03-31 110,926 $4,267,000 14,721
   FINANCIAL NETWORK - 2024-03-31 109,550 $4,214,000 19,482
   CHILDRESS CAPITAL ADVISORS LLC 17 - 2024-03-31 108,881 $4,189,000 -61,500
   MARINER WEALTH ADVISORS, LLC *New 2024-03-31 97,419 $3,748,000 97,419
   KFA Private Wealth Group LLC 16 *New 2024-03-31 90,069 $3,465,000 90,069
   Traynor Capital Management Inc. 48 - 2024-03-31 89,355 $3,437,000 7,590
   WADE G W & INC 130 *New 2023-12-31 102,249 $3,406,000 102,249
   WELLS FARGO & CO/MN 2251 *New 2024-03-31 83,030 $3,194,000 83,030
   MARSHALL WACE LLP - 2024-03-31 74,060 $2,849,000 22,836
   Sigma Planning Corp 238 - 2024-03-31 67,551 $2,599,000 46,622
   Keystone Wealth Services LLC 31 *New 2024-03-31 60,470 $2,326,000 60,470
   Atria Wealth Solutions Inc. - 2024-03-31 58,219 $2,240,000 -7,777
   CAROLINAS WEALTH CONSULTING LLC - 2024-03-31 56,671 $2,180,000 1,160
   LINCOLN NATIONAL CORP 347 - 2024-03-31 48,534 $1,867,000 20,177
   Private Advisor Group LLC 847 - 2024-03-31 48,172 $1,853,000 12,823
   ROYAL BANK OF CANADA - 2024-03-31 47,149 $1,814,000 25,158
   FIRST HEARTLAND CONSULTANTS INC 125 - 2024-03-31 43,339 $1,667,000 1,210
   WCG Wealth Advisors LLC - 2024-03-31 42,950 $1,652,000 32,311
   CWM LLC 673 - 2024-03-31 41,839 $1,610,000 41,659
   Clear Creek Financial Management LLC 102 *New 2024-03-31 40,661 $1,564,000 40,661
   J.W. COLE ADVISORS INC. 252 - 2024-03-31 40,624 $1,563,000 12,278
   Centurion Wealth Management LLC 36 - 2024-03-31 38,340 $1,475,000 -1,100
   Spire Wealth Management 293 - 2024-03-31 38,340 $1,475,000 -1,101
   SMI Advisory Services LLC 41 *New 2024-03-31 35,131 $1,344,000 35,131
   NATIONAL ASSET MANAGEMENT, INC. - 2024-03-31 46,160 $1,337,000 -750
   ADELL HARRIMAN & CARPENTER INC 96 - 2024-03-31 32,890 $1,265,000 624
   ESSEX FINANCIAL SERVICES INC 192 - 2024-03-31 28,678 $1,103,000 17,900
   Sunbelt Securities Inc. 170 - 2024-03-31 28,491 $1,096,000 4,554
   Meridian Wealth Management LLC 88 - 2024-03-31 28,316 $1,089,000 316
   CITADEL ADVISORS LLC - 2024-03-31 28,033 $1,078,000 4,271
   McGlone Suttner Wealth Management Inc. 60 - 2024-03-31 25,199 $969,000 2,420
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 352 *New 2024-03-31 24,256 $933,000 24,256
   BB&T CORP *New 2024-03-31 23,313 $901,000 23,313
   Kowal Investment Group LLC 80 *New 2024-03-31 18,710 $720,000 18,710
   TOWER RESEARCH CAPITAL LLC *New 2024-03-31 17,652 $679,000 17,652
   Capital Analysts Inc. - 2024-03-31 17,607 $677,000 16,057
   YARGER WEALTH STRATEGIES LLC 39 *New 2024-03-31 17,186 $661,000 17,186
   CRA Financial Services LLC 104 - 2024-03-31 17,126 $659,000 4,371
   Advisor Group Holdings Inc. 2720 - 2024-03-31 16,720 $643,000 -4,195
   Retireful LLC 80 *New 2024-03-31 16,533 $636,000 16,533
   Certified Advisory Corp 167 - 2024-03-31 15,100 $581,000 543
   SENTINEL PENSION ADVISORS INC - 2024-03-31 14,914 $574,000 -335
   CLEAR INVESTMENT RESEARCH LLC 30 - 2024-03-31 14,369 $553,000 13,645
   AVAII WEALTH MANAGEMENT LLC 57 - 2024-03-31 14,061 $541,000 543
   TANDEM CAPITAL MANAGEMENT CORP /ADV - 2024-03-31 13,510 $520,000 150
   LJI Wealth Management LLC - 2024-03-31 13,014 $501,000 319
   Orion Portfolio Solutions LLC 1301 - 2024-03-31 11,780 $453,000 2,106
   Kerntke Otto McGlone Wealth Management Group 43 - 2024-03-31 10,552 $406,000 1,790
   FMR LLC - 2024-03-31 10,395 $400,000 4,068
   Goss Wealth Management LLC - 2024-03-31 10,080 $388,000 2,682
   CAPTRUST FINANCIAL ADVISORS - 2024-03-31 9,634 $371,000 3,000
   RAYMOND JAMES & ASSOCIATES 3221 - 2024-03-31 9,481 $365,000 -21,518
   Investment Advisory Group LLC 108 - 2024-03-31 8,881 $342,000 851
   GTS SECURITIES LLC - 2024-03-31 7,429 $286,000 7,429
   JANNEY MONTGOMERY SCOTT LLC 2362 *New 2024-03-31 7,369 $283,000 7,369
   HARBOR INVESTMENT ADVISORY LLC 299 - 2024-03-31 6,850 $264,000 700
   LPL FINANCIAL CORP 4239 *New 2024-03-31 6,602 $254,000 6,602
   Proficio Capital Partners LLC 276 - 2024-03-31 6,589 $253,000 0
   Snowden Capital Advisors LLC - 2024-03-31 6,277 $241,000 -1,069
   Vise Technologies Inc. *New 2024-03-31 6,120 $235,000 6,120
   17 CAPITAL PARTNERS LLC 115 *New 2024-03-31 5,944 $229,000 5,944
   MWA Asset Management 117 *New 2024-03-31 5,570 $214,000 5,570
   MORGAN STANLEY - 2024-03-31 4,224 $163,000 -1,274
   VESTOR CAPITAL CORP - 2024-03-31 3,922 $151,000 0
   Qube Research & Technologies Ltd - 2024-03-31 3,748 $144,000 -2,326
   Nelson Van Denburg & Campbell Wealth Management Gr 837 - 2024-03-31 3,500 $135,000 0
   PRINCIPAL SECURITIES INC. 1302 - 2024-03-31 2,367 $91,000 40
   Sachetta LLC 213 - 2024-03-31 2,267 $76,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 153 - 2024-03-31 1,786 $69,000 443
   Ahrens Investment Partners LLC 393 *New 2023-03-31 1,260 $32,000 1,260
   IFP Advisors Inc 1766 - 2023-12-31 825 $27,000 7
   BARTLETT & CO. LLC 858 - 2023-12-31 640 $21,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 823 - 2024-03-31 490 $19,000 -150
   Global Retirement Partners LLC 1845 - 2024-03-31 457 $18,000 0
   WASHINGTON TRUST CO 611 *New 2024-03-31 400 $15,000 400
   BENJAMIN F. EDWARDS & COMPANY INC. 1677 *New 2024-03-31 281 $11,000 281
   CREATIVE FINANCIAL DESIGNS INC /ADV 1170 - 2024-03-31 235 $9,000 0
   LRI Investments LLC - 2024-03-31 200 $8,000 0
   Central Pacific Bank - Trust Division 721 - 2024-03-31 180 $7,000 0
  100 Records found
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