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Get Institutions for : 
Fidelity Msci Consumer Discretionary Index (FDIS)  
$79.74 0.47 (0.59%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 177    9
Total shares held : 
 5,972,597  
% of shares held : 
 35.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 891,817  
% of shares held change : 
   5.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $69.79  
Last Quarter's Ending Price : 
 $78.94  
Last Quarter's Average Price : 
 $72.25  
Change from last quarter's     
avg. price to the last closing  : 
7.49 (10.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 396,527
 6.64%
 
Increased Positions :
58
 1,149,398
 19.24%
 
Unchanged Positions :
36
 48,821
 0.82%
 
Decreased Positions :
57
-602,043
-10.08%
 
Closed Positions :
17
-52,065
-0.87%
 
Guru Positions :
1
98,927
 1.66%
 
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
   Lido Advisors LLC 16 - 2024-03-31 1,229,838 $101,437,000 -4,564
   AE Wealth Management LLC 139 - 2024-03-31 205,919 $16,984,000 -20,259
   COMMONWEALTH EQUITY SERVICES LLC. 615 - 2024-03-31 178,603 $14,731,000 -28,184
   ENVESTNET ASSET MANAGEMENT INC 1571 - 2024-03-31 111,378 $9,186,000 -13,547
   RWM Asset Management LLC 26 - 2024-03-31 105,986 $8,742,000 -8,316
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 447 - 2024-03-31 98,927 $8,160,000 -8,134
   HIGHTOWER ADVISORS, LLC 827 - 2024-03-31 83,348 $6,825,000 -7,171
   LPL FINANCIAL CORP 1652 - 2024-03-31 71,192 $5,872,000 -17,931
   STIFEL FINANCIAL CORP 1183 - 2024-03-31 56,905 $4,694,000 -309
   Beaumont Capital Management LLC 14 - 2024-03-31 51,321 $4,233,000 -5,584
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1050 - 2024-03-31 34,757 $2,867,000 -9,746
   Yoder Wealth Management Inc. 17 - 2024-03-31 34,743 $2,866,000 -221
   EXCHANGE CAPITAL MANAGEMENT INC 73 - 2024-03-31 32,200 $2,656,000 -678
   Atria Wealth Solutions Inc. 587 - 2024-03-31 27,493 $2,268,000 -7,010
   Rockefeller Capital Management L.P. 984 - 2024-03-31 25,522 $2,105,000 -6,152
   EP WEALTH ADVISORS, INC. 284 - 2024-03-31 21,719 $1,791,000 -1,663
   UBS Group AG 3192 - 2024-03-31 18,590 $1,533,000 -1,580
   Ellis Investment Partners LLC 73 - 2024-03-31 15,818 $1,305,000 -34
   VCI Wealth Management LLC 37 - 2024-03-31 12,328 $1,017,000 -2,323
   Spire Wealth Management 414 - 2024-03-31 10,124 $835,000 -531
   Goss Wealth Management LLC 1096 - 2024-03-31 9,686 $799,000 -160
   PERSONAL CFO SOLUTIONS LLC 182 - 2024-03-31 9,049 $746,000 -1,965
   AXXCESS WEALTH MANAGEMENT LLC 476 - 2024-03-31 7,791 $643,000 -891
   CITADEL ADVISORS LLC 3491 - 2024-03-31 7,701 $635,000 -5,636
   Oakmont Partners LLC 477 - 2024-03-31 7,250 $598,000 -466
   MML INVESTORS SERVICES LLC 1750 - 2024-03-31 6,451 $532,000 -1,924
   PRUDENTIAL FINANCIAL INC 2179 - 2024-03-31 5,913 $488,000 -5,384
   CENTAURUS FINANCIAL INC. 424 - 2024-03-31 4,981 $411,000 -1,480
   NATIONAL ASSET MANAGEMENT, INC. 930 - 2024-03-31 5,468 $382,000 -50
   CREATIVE PLANNING 2066 - 2024-03-31 4,482 $370,000 -181
   Fifth Third Securities Inc. 212 - 2024-03-31 4,003 $330,000 -2,145
   HARBOR INVESTMENT ADVISORY LLC 275 - 2024-03-31 3,728 $308,000 -100
   WHALEROCK POINT PARTNERS LLC 134 - 2024-03-31 3,674 $303,000 -600
   BP WEALTH MANAGEMENT LLC 655 - 2024-03-31 3,340 $275,000 -492
   Arkadios Wealth Advisors 609 - 2024-03-31 2,836 $234,000 -103
   B.O.S.S. Retirement Advisors LLC 118 - 2024-03-31 2,837 $224,000 -47
   Advisors Preferred LLC 141 - 2024-03-31 1,297 $106,000 -868
   COLONIAL ASSET MANAGEMENT, INC. 243 - 2024-03-31 1,271 $105,000 -29
   Colonial Trust Co / SC 435 - 2024-03-31 1,014 $84,000 -50
   PROFFITT & GOODSON INC 149 - 2024-03-31 878 $72,000 -263
   SYM FINANCIAL CORPORATION 147 - 2024-03-31 250 $21,000 -100
   PRIVATE TRUST CO NA 1825 - 2024-03-31 74 $6,000 -4
   HANSON MCCLAIN, INC. 2396 - 2024-03-31 65 $5,000 -782
   VALLEY NATIONAL ADVISERS INC 1003 - 2024-03-31 20 $1,000 -44
   Pacifica Partners Inc. 497 - 2024-03-31 5 $0 -23
   Sound Income Strategies LLC 1303 - 2024-03-31 6 $0 -3
   PROEQUITIES INC. 9496 - 2024-03-31 0 $0 -164
  47 Records found
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