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Get Institutions for : 
Fidelity Stocks For Inflation Etf (FCPI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    2
Total shares held : 
 510,886  
% of shares held : 
 5.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -115,234  
% of shares held change : 
   -1.28%  
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 :
7
 78,848
 15.43%
 
Increased Positions :
7
 16,847
 3.3%
 
Unchanged Positions :
4
 13,891
 2.72%
 
Decreased Positions :
13
-85,242
-16.69%
 
Closed Positions :
5
-125,687
-24.6%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 762 - 2024-03-31 88,842 $3,502,000 -445
   COMMONWEALTH EQUITY SERVICES LLC. 1691 - 2024-03-31 56,695 $2,235,000 11,614
   Advisor Group Holdings Inc. 1778 - 2024-03-31 45,426 $1,793,000 -6,280
   LPL FINANCIAL CORP 2829 - 2024-03-31 35,763 $1,410,000 3,070
   BANK OF AMERICA CORP /DE/ 3880 - 2024-03-31 32,868 $1,296,000 410
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1617 - 2024-03-31 29,206 $1,151,000 113
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1998 - 2024-03-31 27,498 $1,084,000 -887
   Integrated Advisors Network LLC 343 - 2024-03-31 20,905 $824,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1040 *New 2024-03-31 20,905 $824,000 20,905
   Newbridge Financial Services Group Inc. 83 - 2024-03-31 15,364 $606,000 -452
   LINCOLN NATIONAL CORP 703 - 2024-03-31 13,950 $550,000 -2,152
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3349 - 2024-03-31 13,513 $533,000 -5,821
   FMR LLC 2568 - 2024-03-31 12,376 $488,000 4,461
   Rockefeller Capital Management L.P. 1478 - 2024-03-31 12,078 $476,000 -235
   Kestra Advisory Services LLC 1833 - 2024-03-31 9,525 $375,000 3,742
   Dynamic Advisors Solutions LLC 702 - 2024-03-31 8,940 $352,000 0
   Williams & Novak LLC 61 - 2024-03-31 8,940 $313,000 0
   HARBOUR INVESTMENTS INC. 723 - 2023-12-31 8,182 $286,000 -111
   IFP Advisors Inc 796 - 2023-12-31 7,825 $274,000 -1,525
   GOLDMAN SACHS GROUP INC/ 4196 - 2024-03-31 5,897 $232,000 -12,616
   MULTIFINANCIAL SECURITIES CORP 2151 - 2024-03-31 5,521 $218,000 -348
   17 CAPITAL PARTNERS LLC 120 *New 2024-03-31 5,210 $205,000 5,210
   Atomi Financial Group Inc. 678 *New 2024-03-31 5,077 $200,000 5,077
   PRIVATE TRUST CO NA 688 - 2024-03-31 4,500 $177,000 0
   Spire Wealth Management 912 - 2024-03-31 3,377 $133,000 0
   Steward Partners Investment Advisory LLC 1754 *New 2024-03-31 2,560 $101,000 2,560
   Concord Wealth Partners 276 - 2024-03-31 2,399 $95,000 9
   Global Retirement Partners LLC 1194 - 2024-03-31 1,904 $75,000 7
   Coastal Investment Advisors Inc. 582 *New 2024-03-31 1,000 $39,000 1,000
   Continuum Advisory LLC 847 *New 2024-03-31 353 $14,000 353
   Spectrum Wealth Counsel LLC 277 - 2024-03-31 331 $13,000 0
   Kalos Management Inc. 94 - 2023-06-30 409 $13,000 178
   PROEQUITIES INC. 1860 - 2024-03-31 120 $5,000 0
   Creekmur Asset Management LLC 596 - 2024-03-31 102 $4,000 -2
   PIERSHALE FINANCIAL GROUP, INC. 219 - 2023-06-30 50 $2,000 0
   YHB INVESTMENT ADVISORS, INC. 897 *New 2024-03-31 25 $1,000 25
   UBS Group AG 7164 *Closed 2024-03-31 0 $0 -1,695
   ADVISORY SERVICES NETWORK, LLC 2548 *Closed 2024-03-31 0 $0 -1,064
   CITADEL ADVISORS LLC 6304 *Closed 2024-03-31 0 $0 -24,725
   KESTRA PRIVATE WEALTH SERVICES LLC 1348 *Closed 2024-03-31 0 $0 -8,461
   MORGAN STANLEY 7689 - 2024-03-31 1 $0 0
   ROYAL BANK OF CANADA 6923 *Closed 2024-03-31 0 $0 -10,407
   GTS SECURITIES LLC 1641 *Closed 2024-03-31 0 $0 -23,499
  43 Records found
  1    
  Page 1 of 1
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