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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
   Tradition Wealth Management LLC 850 *Closed 2024-03-31 0 $0 -100
   FAIRFIELD RESEARCH CORP 205 *Closed 2024-03-31 0 $0 -200
   BARTLETT & CO. LLC 1166 *Closed 2023-12-31 0 $0 -26
   Raleigh Capital Management Inc. 937 *Closed 2024-03-31 0 $0 -41
   Investment Research & Advisory Group Inc. 200 *Closed 2024-03-31 0 $0 -39
   GRAND WEALTH MANAGEMENT LLC 76 *Closed 2024-03-31 0 $0 -357
   Adviser Investments LLC 539 *Closed 2024-03-31 0 $0 -40,524
   Q3 Asset Management 54 *Closed 2024-03-31 0 $0 -10,768
   Morton Brown Family Wealth LLC 205 *Closed 2024-03-31 0 $0 -84
   Trail Ridge Investment Advisors LLC 105 *Closed 2024-03-31 0 $0 -2,743
   MARSHALL WACE LLP 2369 *Closed 2024-03-31 0 $0 -21,372
   Orion Portfolio Solutions LLC 1725 *Closed 2024-03-31 0 $0 -27,415
   Larson Financial Group LLC 1712 *Closed 2024-03-31 0 $0 -36
   Stone House Investment Management LLC 422 *Closed 2024-03-31 0 $0 -98
   NWAM LLC 582 *Closed 2024-03-31 0 $0 -6,655
   H D Vest Advisory Services 1704 *Closed 2024-03-31 0 $0 -3,244
   MILESTONE GROUP INC 531 *Closed 2024-03-31 0 $0 -43
   Geneos Wealth Management Inc. 2214 *Closed 2024-03-31 0 $0 -11
   GOLDMAN SACHS GROUP INC/ 4857 *Closed 2024-03-31 0 $0 -5,773
   First Command Advisory Services Inc. 655 *Closed 2024-03-31 0 $0 -36
   Birchcreek Wealth Management LLC 158 *Closed 2024-03-31 0 $0 -2,889
   CHEVY CHASE TRUST HOLDINGS, INC. 630 *Closed 2024-03-31 0 $0 -24,859
   Qube Research & Technologies Ltd 3850 *Closed 2024-03-31 0 $0 -1,263
   Team Financial Group LLC 184 *Closed 2024-03-31 0 $0 -15
  24 Records found
  1    
  Page 1 of 1
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