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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 981 - 2023-12-31 1,959,482 $65,270,000 -51,024
   Goodwin Investment Advisory 1 - 2023-12-31 1,782,878 $59,388,000 -36,437
   COMMONWEALTH EQUITY SERVICES LLC. 252 - 2024-03-31 1,136,242 $43,711,000 220,071
   MML INVESTORS SERVICES LLC 151 - 2023-12-31 1,003,909 $33,440,000 983,793
   BANK OF AMERICA CORP /DE/ 1840 - 2023-12-31 563,876 $18,783,000 284,696
   THRIVENT FINANCIAL FOR LUTHERANS 460 - 2023-12-31 505,952 $16,853,000 -6,495
   Kestra Advisory Services LLC 162 - 2023-12-31 478,303 $15,932,000 79,212
   WIN ADVISORS INC 4 *New 2024-03-31 387,946 $14,924,000 387,946
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 330,551 $12,716,000 179,105
   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
   HIGHTOWER ADVISORS, LLC 856 - 2023-12-31 192,553 $6,415,000 5,318
   UBS Group AG 1817 - 2023-12-31 182,781 $6,088,000 84,218
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510 - 2023-12-31 168,806 $5,623,000 166,436
   ENVESTNET ASSET MANAGEMENT INC 1880 - 2023-12-31 153,095 $5,100,000 137,061
   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
   CHILDRESS CAPITAL ADVISORS LLC 17 - 2024-03-31 108,881 $4,189,000 -61,500
   H D Vest Advisory Services 340 - 2023-12-31 109,917 $3,661,000 52,182
   KFA Private Wealth Group LLC *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
   FINANCIAL NETWORK 796 - 2023-12-31 90,068 $3,000,000 1,168
   Sigma Planning Corp - 2024-03-31 67,551 $2,599,000 46,622
   Per Stirling Capital Management LLC. 48 - 2023-12-31 77,070 $2,567,000 14,948
   Cetera Investment Advisers 700 - 2023-12-31 75,063 $2,500,000 7,825
   Keystone Wealth Services LLC 31 *New 2024-03-31 60,470 $2,326,000 60,470
   Atria Wealth Solutions Inc. 570 - 2023-12-31 65,996 $2,198,000 5,727
   LINCOLN NATIONAL CORP - 2024-03-31 48,534 $1,867,000 20,177
   Private Advisor Group LLC - 2024-03-31 48,172 $1,853,000 12,823
   CAROLINAS WEALTH CONSULTING LLC 40 - 2023-12-31 55,511 $1,849,000 44
   MARSHALL WACE LLP 1045 - 2023-12-31 51,224 $1,706,000 7,493
   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. - 2024-03-31 40,624 $1,563,000 12,278
   NATIONAL ASSET MANAGEMENT, INC. 415 - 2023-12-31 46,910 $1,563,000 750
   Centurion Wealth Management LLC - 2024-03-31 38,340 $1,475,000 -1,100
   Spire Wealth Management 293 - 2024-03-31 38,340 $1,475,000 -1,101
   FIRST HEARTLAND CONSULTANTS INC 118 - 2023-12-31 42,129 $1,403,000 2,475
   SMI Advisory Services LLC 41 *New 2024-03-31 35,131 $1,344,000 35,131
   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
   McGlone Suttner Wealth Management Inc. 60 - 2024-03-31 25,199 $969,000 2,420
   AE Wealth Management LLC 1162 - 2023-12-31 27,709 $964,000 -673
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *New 2024-03-31 24,256 $933,000 24,256
   JANE STREET GROUP LLC 3411 - 2023-12-31 24,540 $817,000 -48,931
   CITADEL ADVISORS LLC 3151 *New 2023-12-31 23,762 $792,000 23,762
   ROYAL BANK OF CANADA 3337 - 2023-12-31 21,991 $733,000 -67,530
   Kowal Investment Group LLC 80 *New 2024-03-31 18,710 $720,000 18,710
   Advisor Group Holdings Inc. 2862 - 2023-12-31 20,915 $697,000 -11,620
   YARGER WEALTH STRATEGIES LLC *New 2024-03-31 17,186 $661,000 17,186
   CRA Financial Services LLC 104 - 2024-03-31 17,126 $659,000 4,371
   Retireful LLC 80 *New 2024-03-31 16,533 $636,000 16,533
   MULTIFINANCIAL SECURITIES CORP 1041 - 2023-12-31 17,403 $580,000 295
   CLEAR INVESTMENT RESEARCH LLC 30 - 2024-03-31 14,369 $553,000 13,645
   AVAII WEALTH MANAGEMENT LLC - 2024-03-31 14,061 $541,000 543
   SENTINEL PENSION ADVISORS INC 59 - 2023-12-31 15,249 $508,000 -34
   Certified Advisory Corp 173 - 2023-12-31 14,557 $485,000 -84
   TANDEM CAPITAL MANAGEMENT CORP /ADV 79 - 2023-12-31 13,360 $445,000 2,600
   LJI Wealth Management LLC 98 - 2023-12-31 12,695 $423,000 0
   RAYMOND JAMES & ASSOCIATES 3221 - 2024-03-31 9,481 $365,000 -21,518
   WCG Wealth Advisors LLC 276 *New 2023-12-31 10,639 $354,000 10,639
   Investment Advisory Group LLC - 2024-03-31 8,881 $342,000 851
   Orion Portfolio Solutions LLC 1376 - 2023-12-31 9,674 $321,000 -3,549
   Kerntke Otto McGlone Wealth Management Group 50 *New 2023-12-31 8,762 $292,000 8,762
   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
   Goss Wealth Management LLC 1599 *New 2023-12-31 7,398 $255,000 7,398
   Proficio Capital Partners LLC - 2024-03-31 6,589 $253,000 0
   Snowden Capital Advisors LLC 986 - 2023-12-31 7,346 $245,000 0
   17 CAPITAL PARTNERS LLC 115 *New 2024-03-31 5,944 $229,000 5,944
   CAPTRUST FINANCIAL ADVISORS 2320 *New 2023-12-31 6,634 $221,000 6,634
   FMR LLC 2792 - 2023-12-31 6,327 $211,000 3,054
   TWO SIGMA INVESTMENTS LLC 2682 *New 2023-12-31 6,300 $210,000 6,300
   Qube Research & Technologies Ltd 2410 *New 2023-12-31 6,074 $202,000 6,074
   MORGAN STANLEY 5542 - 2023-12-31 5,498 $183,000 2,178
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 3,500 $135,000 0
   VESTOR CAPITAL CORP 151 - 2023-12-31 3,922 $131,000 -3,478
   PRINCIPAL SECURITIES INC. 1260 - 2023-12-31 2,327 $78,000 0
   Sachetta LLC 213 - 2024-03-31 2,267 $76,000 0
   Capital Analysts Inc. 637 *New 2023-12-31 1,550 $52,000 1,550
   MARK SHEPTOFF FINANCIAL PLANNING LLC 168 - 2023-12-31 1,343 $45,000 0
   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 860 - 2023-12-31 640 $21,000 0
   Global Retirement Partners LLC 1845 - 2024-03-31 457 $18,000 0
   WASHINGTON TRUST CO 611 *New 2024-03-31 400 $15,000 400
   ADVISORY SERVICES NETWORK, LLC 2693 *New 2023-12-31 392 $13,000 392
   BENJAMIN F. EDWARDS & COMPANY INC. 1677 *New 2024-03-31 281 $11,000 281
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 235 $9,000 0
   Central Pacific Bank - Trust Division 721 - 2024-03-31 180 $7,000 0
   GODSEY & GIBB ASSOCIATES 299 *New 2024-03-31 191 $7,000 191
   Team Financial Group LLC 137 *New 2023-12-31 148 $5,000 148
   McClarren Financial Advisors Inc. 203 - 2024-03-31 39 $4,000 27
   Capital Investment Advisory Services LLC 871 - 2024-03-31 100 $4,000 0
   Concord Wealth Partners *New 2024-03-31 74 $3,000 74
  100 Records found
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