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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. 1939 - 2023-12-31 51,706 $1,811,000 -7,192
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1617 - 2024-03-31 29,206 $1,151,000 113
   LPL FINANCIAL CORP 2888 - 2023-12-31 32,693 $1,144,000 1,925
   BANK OF AMERICA CORP /DE/ 3916 - 2023-12-31 32,458 $1,136,000 -526
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1998 - 2024-03-31 27,498 $1,084,000 -887
   CITADEL ADVISORS LLC 3068 *New 2023-12-31 24,725 $865,000 24,725
   GTS SECURITIES LLC 677 - 2023-12-31 23,499 $822,000 5,653
   Integrated Advisors Network LLC 344 - 2023-12-31 20,905 $732,000 -5
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3334 - 2023-12-31 19,334 $677,000 -40,261
   GOLDMAN SACHS GROUP INC/ 3711 - 2023-12-31 18,513 $648,000 -9,605
   Newbridge Financial Services Group Inc. 83 - 2024-03-31 15,364 $606,000 -452
   LINCOLN NATIONAL CORP - 2024-03-31 13,950 $550,000 -2,152
   Rockefeller Capital Management L.P. 1379 *New 2023-12-31 12,313 $431,000 12,313
   ROYAL BANK OF CANADA 3930 - 2023-12-31 10,407 $364,000 1,634
   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
   FMR LLC 2701 - 2023-12-31 7,915 $277,000 7,251
   IFP Advisors Inc 796 - 2023-12-31 7,825 $274,000 -1,525
   MULTIFINANCIAL SECURITIES CORP 1620 *New 2023-12-31 5,869 $205,000 5,869
   17 CAPITAL PARTNERS LLC 120 *New 2024-03-31 5,210 $205,000 5,210
   Kestra Advisory Services LLC 2083 *New 2023-12-31 5,783 $202,000 5,783
   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
   Concord Wealth Partners - 2024-03-31 2,399 $95,000 9
   Global Retirement Partners LLC 1194 - 2024-03-31 1,904 $75,000 7
   UBS Group AG 5192 - 2023-12-31 1,695 $59,000 -244
   Coastal Investment Advisors Inc. 582 *New 2024-03-31 1,000 $39,000 1,000
   ADVISORY SERVICES NETWORK, LLC 2154 *New 2023-12-31 1,064 $37,000 1,064
   Kalos Management Inc. 94 - 2023-06-30 409 $13,000 178
   Spectrum Wealth Counsel LLC 252 - 2023-12-31 331 $12,000 0
   PROEQUITIES INC. - 2024-03-31 120 $5,000 0
   Creekmur Asset Management LLC - 2023-12-31 104 $4,000 0
   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
   MORGAN STANLEY 7022 *New 2023-12-31 1 $0 1
   KESTRA PRIVATE WEALTH SERVICES LLC *Closed 2024-03-31 0 $0 -8,461
   JANE STREET GROUP LLC 5851 *Closed 2023-12-31 0 $0 -33,740
   Moors & Cabot Inc. 843 *Closed 2023-12-31 0 $0 -20,139
  41 Records found
  1    
  Page 1 of 1
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