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Get Institutions for : 
Fidelity Msci Telecommunication Services (FCOM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 136    6
Total shares held : 
10,750,230  
% of shares held : 
75.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
-116,188  
% of shares held change : 
  -0.82%  
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 :
20
 92,312
 0.86%
 
Increased Positions :
39
 966,901
 8.99%
 
Unchanged Positions :
25
 169,148
 1.57%
 
Decreased Positions :
52
-1,062,225
-9.88%
 
Closed Positions :
14
-113,176
-1.05%
 
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
   MORGAN STANLEY 2908 - 2023-12-31 352,629 $15,708,000 -13,682
   COMMONWEALTH EQUITY SERVICES LLC. 674 - 2024-03-31 255,745 $12,675,000 -11,672
   Full Sail Capital LLC 39 - 2023-12-31 284,394 $12,668,000 -26,962
   AE Wealth Management LLC 358 - 2023-12-31 244,322 $11,571,000 -13,331
   HIGHTOWER ADVISORS, LLC 643 - 2024-03-31 230,653 $11,435,000 -3,058
   WELLS FARGO & CO/MN 1540 - 2024-03-31 199,729 $9,899,000 -70,514
   STIFEL FINANCIAL CORP 826 - 2023-12-31 194,955 $8,684,000 -7,596
   ENVESTNET ASSET MANAGEMENT INC 1565 - 2023-12-31 183,657 $8,181,000 -164,766
   Aptus Capital Advisors LLC 102 - 2023-12-31 143,982 $6,414,000 -57,318
   Beaumont Capital Management LLC 16 - 2024-03-31 85,340 $4,229,000 -16,197
   Kestra Advisory Services LLC 518 - 2023-12-31 93,444 $4,162,000 -2,922
   Advisor Group Holdings Inc. 1165 - 2024-03-31 83,252 $4,133,000 -44,875
   UBS Group AG 2481 - 2023-12-31 66,363 $2,956,000 -994
   SMITH, SALLEY & ASSOCIATES 77 - 2024-03-31 58,853 $2,917,000 -182
   LINCOLN NATIONAL CORP 275 - 2024-03-31 53,213 $2,637,000 -5,136
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1120 - 2024-03-31 51,346 $2,545,000 -3,322
   Orion Portfolio Solutions LLC 586 - 2024-03-31 47,223 $2,340,000 -24,409
   Connectus Wealth LLC 247 - 2023-12-31 51,860 $2,313,000 -132,052
   EXCHANGE CAPITAL MANAGEMENT INC 90 - 2024-03-31 38,268 $1,897,000 -389
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1673 - 2024-03-31 36,856 $1,827,000 -8,834
   Eudaimonia Partners LLC 53 - 2024-03-31 35,386 $1,754,000 -1,483
   KESTRA PRIVATE WEALTH SERVICES LLC 406 - 2024-03-31 34,979 $1,734,000 -3,284
   MECHANICS BANK TRUST DEPARTMENT 96 - 2024-03-31 33,265 $1,649,000 -1,927
   EPG Wealth Management LLC 75 - 2023-12-31 27,673 $1,322,000 -6,859
   J P MORGAN CHASE & CO 3250 - 2024-03-31 24,117 $1,195,000 -834
   Gimbal Financial 14 - 2024-03-31 23,538 $1,167,000 -19,495
   Birchcreek Wealth Management LLC 48 - 2024-03-31 18,660 $925,000 -385
   PACIFIC SUN FINANCIAL CORP 63 - 2024-03-31 16,575 $821,000 -140
   VISTA INVESTMENT MANAGEMENT 94 - 2023-12-31 16,176 $721,000 -15
   AXXCESS WEALTH MANAGEMENT LLC 433 - 2023-12-31 15,494 $690,000 -15,884
   Court Place Advisors LLC 85 - 2024-03-31 12,864 $638,000 -4,848
   MML INVESTORS SERVICES LLC 1621 - 2023-12-31 14,068 $627,000 -584
   Comprehensive Wealth Management LLC 18 - 2024-03-31 12,535 $621,000 -596
   Atria Wealth Solutions Inc. 1126 - 2023-12-31 12,839 $572,000 -9,155
   Charter Oak Capital Management LLC 108 - 2024-03-31 11,022 $546,000 -2,262
   BP WEALTH MANAGEMENT LLC 508 - 2023-12-31 9,957 $444,000 -2,729
   ROYAL BANK OF CANADA 3927 - 2023-12-31 8,202 $365,000 -2,660
   Badgley Phelps Wealth Managers LLC 222 - 2023-12-31 5,904 $263,000 -45
   MERCER GLOBAL ADVISORS INC /ADV 1690 - 2023-12-31 5,880 $262,000 -1,218
   H D Vest Advisory Services 1375 - 2024-03-31 5,239 $260,000 -13,075
   Goss Wealth Management LLC 1688 - 2023-12-31 4,637 $207,000 -36
   CITIGROUP INC 3492 - 2024-03-31 1,594 $79,000 -7
   Migdal Insurance & Financial Holdings Ltd. 258 - 2024-03-31 1,465 $73,000 -5,435
   HARBOUR INVESTMENTS INC. 1396 - 2023-12-31 1,270 $57,000 -880
   Independence Bank of Kentucky 323 - 2024-03-31 1,080 $54,000 -225
   New Millennium Group LLC 113 - 2023-12-31 798 $36,000 -88,977
   PRINCIPAL SECURITIES INC. 1749 - 2024-03-31 638 $32,000 -23
   BBJS FINANCIAL ADVISORS LLC 88 - 2024-03-31 256 $13,000 -1
   Farther Finance Advisors LLC 2903 - 2023-12-31 17 $1,000 -15

  49 Records found
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