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Get Institutions for : 
Fidelity Low Volatility Factor Etf (FDLO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    5
Total shares held : 
 15,767,046  
% of shares held : 
 17.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 9,069,657  
% of shares held change : 
   10.08%  
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 :
12
 139,231
 0.88%
 
Increased Positions :
34
 9,702,901
 61.54%
 
Unchanged Positions :
15
 98,728
 0.63%
 
Decreased Positions :
35
-654,360
-4.15%
 
Closed Positions :
7
-118,115
-0.75%
 
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
   FMR LLC 383 - 2023-12-31 10,657,269 $564,516,000 9,049,144
   COMMONWEALTH EQUITY SERVICES LLC. 267 - 2023-12-31 718,103 $38,038,000 17,699
   ENVESTNET ASSET MANAGEMENT INC 902 - 2023-12-31 486,585 $25,774,000 134,057
   CI Private Wealth LLC 402 - 2023-12-31 348,115 $18,440,000 -33,414
   BANK OF AMERICA CORP /DE/ 1921 - 2023-12-31 323,695 $17,146,000 214
   Kestra Advisory Services LLC 170 - 2023-12-31 293,059 $15,523,000 6,704
   Advisor Group Holdings Inc. 660 - 2023-12-31 247,875 $13,134,000 -148,200
   Abundance Wealth Counselors 5 - 2024-03-31 210,504 $11,826,000 -2,763
   GFG Capital LLC 11 - 2023-12-31 172,606 $9,143,000 167,216
   Goss Wealth Management LLC 223 - 2023-12-31 161,702 $8,705,000 1,716
   Lido Advisors LLC 179 - 2023-12-31 152,597 $8,083,000 -8,654
   Ameritas Advisory Services LLC 55 - 2023-12-31 140,921 $7,567,000 -129,498
   LPL FINANCIAL CORP 1490 - 2023-12-31 126,741 $6,713,000 21,338
   Running Point Capital Advisors LLC 10 - 2023-12-31 115,560 $6,121,000 68,021
   Ahrens Investment Partners LLC 5 - 2023-03-31 121,834 $5,785,000 -20,837
   RAYMOND JAMES & ASSOCIATES 1591 - 2024-03-31 87,426 $4,912,000 -808
   THRIVENT FINANCIAL FOR LUTHERANS 802 - 2023-12-31 91,611 $4,853,000 -1,238
   BURNS WEALTH MANAGEMENT, INC. 124 - 2023-12-31 89,724 $4,753,000 4,140
   AE Wealth Management LLC 679 - 2023-12-31 69,030 $3,759,000 27,456
   ROYAL BANK OF CANADA 2169 - 2023-12-31 63,787 $3,379,000 -9,462
   Capital Analysts Inc. 115 - 2023-12-31 58,417 $3,094,000 -4,815
   Rockefeller Capital Management L.P. 777 *New 2023-12-31 57,098 $3,024,000 57,098
   LINCOLN NATIONAL CORP 208 - 2023-12-31 56,970 $3,018,000 -51,358
   JANE STREET GROUP LLC 2040 - 2023-12-31 54,016 $2,861,000 54,016
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1064 - 2024-03-31 49,840 $2,800,000 3,735
   MECHANICS BANK TRUST DEPARTMENT 67 - 2024-03-31 48,485 $2,724,000 79
   ADVISORS CAPITAL MANAGEMENT LLC 231 - 2023-12-31 48,335 $2,560,000 -21,726
   Weaver Consulting Group 25 - 2024-03-31 45,476 $2,555,000 -18
   Cetera Investment Advisers 701 - 2023-12-31 47,014 $2,490,000 779
   FINANCIAL NETWORK 898 - 2023-12-31 44,359 $2,350,000 33,729
   MML INVESTORS SERVICES LLC 951 - 2023-12-31 41,871 $2,218,000 29,258
   J P MORGAN CHASE & CO 2919 - 2023-12-31 41,643 $2,206,000 10,861
   Summit X LLC 37 - 2023-12-31 38,902 $2,061,000 -35,341
   Absolute Capital Management LLC 18 - 2023-12-31 32,990 $1,747,000 28,811
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 850 - 2023-12-31 28,307 $1,499,000 1,016
   Argent Trust Co 237 - 2023-12-31 27,591 $1,461,000 0
   Private Advisor Group LLC 927 - 2023-12-31 26,951 $1,428,000 2,010
   Asset Allocation Strategies LLC 36 - 2023-12-31 26,116 $1,383,000 1,439
   Rehmann Capital Advisory Group 146 - 2023-12-31 25,511 $1,351,000 0
   SEQUENT ASSET MANAGEMENT, LLC 21 - 2024-03-31 22,710 $1,276,000 0
   Barber Financial Group Inc. 44 - 2023-03-31 26,749 $1,270,000 0
   PERSONAL CFO SOLUTIONS LLC 95 *New 2023-12-31 22,001 $1,165,000 22,001
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1202 - 2024-03-31 19,163 $1,077,000 -2,465
   ADVISORY SERVICES NETWORK, LLC 628 - 2023-12-31 19,000 $1,006,000 -969
   DAVIDSON D A & CO 714 - 2023-12-31 18,692 $990,000 -5,062
   Tyler-Stone Wealth Management 43 - 2023-12-31 17,225 $912,000 138
   Westside Investment Management Inc. 118 - 2024-03-31 14,175 $796,000 2,070
   UBS Group AG 3599 - 2023-12-31 14,618 $774,000 -117,711
   GREAT VALLEY ADVISOR GROUP INC. 385 *New 2023-12-31 14,243 $754,000 14,243
   Howard Capital Management Inc. 47 *New 2023-12-31 12,898 $683,000 12,898
   STIFEL FINANCIAL CORP 2406 - 2023-12-31 12,439 $659,000 7,887
   Pallas Capital Advisors LLC 247 - 2024-03-31 11,679 $656,000 338
   Kowal Investment Group LLC 87 - 2024-03-31 11,276 $633,000 -273
   Samalin Investment Counsel LLC 116 - 2023-12-31 10,149 $538,000 -37
   AllSquare Wealth Management LLC 47 - 2023-12-31 10,103 $535,000 -350
   H D Vest Advisory Services 987 - 2023-12-31 9,187 $487,000 515
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2558 - 2024-03-31 8,204 $461,000 -3,746
   Verity Asset Management Inc. 91 - 2023-12-31 8,653 $458,000 29
   Integrated Wealth Concepts LLC 1072 - 2023-12-31 7,862 $416,000 9
   Kalos Management Inc. 29 - 2023-06-30 8,141 $408,000 0
   Buckingham Strategic Partners 287 - 2023-12-31 7,287 $386,000 590
   Brookstone Capital Management 691 - 2024-03-31 6,517 $366,000 -74
   Sunbelt Securities Inc. 390 - 2024-03-31 6,330 $356,000 4,906
   BANK OF MONTREAL /CAN/ 2261 - 2023-12-31 6,720 $356,000 -1,162
   MORGAN STANLEY 5295 - 2023-12-31 6,554 $347,000 -1,962
   MULTIFINANCIAL SECURITIES CORP 1331 *New 2023-12-31 6,532 $346,000 6,532
   Bryant Woods Investment Advisors LLC 35 - 2023-12-31 6,447 $341,000 -1,484
   Stonebridge Financial Planning Group LLC 116 - 2023-12-31 6,250 $331,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 911 - 2023-12-31 5,981 $317,000 -299
   MARINER WEALTH ADVISORS, LLC 2351 *New 2023-12-31 5,653 $299,000 5,653
   Valley Financial Group Inc. 47 - 2023-12-31 5,571 $295,000 0
   RWM Asset Management LLC 128 - 2024-03-31 5,169 $290,000 0
   JOHNSON INVESTMENT COUNSEL INC 599 - 2023-12-31 5,406 $286,000 -58
   Sovereign Financial Group Inc. 222 - 2024-03-31 5,000 $281,000 0
   Birchcreek Wealth Management LLC 123 *New 2023-12-31 4,373 $232,000 4,373
   MERCER GLOBAL ADVISORS INC /ADV 1772 - 2023-12-31 4,214 $223,000 -21
   Harwood Advisory Group LLC 139 - 2023-12-31 4,196 $222,000 -487
   GDS Wealth Management 128 - 2024-03-31 3,955 $222,000 0
   RMR Wealth Builders 247 - 2024-03-31 3,865 $217,000 -1,847
   Steward Partners Investment Advisory LLC 1350 - 2023-12-31 4,025 $213,000 -652
   IFP Advisors Inc 1011 - 2023-12-31 3,106 $165,000 38
   Clarity Asset Management Inc. 43 - 2023-12-31 2,179 $115,000 0
   SRS Capital Advisors Inc. 389 - 2023-12-31 1,777 $94,000 5
   HARBOUR INVESTMENTS INC. 1342 - 2023-12-31 1,202 $64,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 174 - 2024-03-31 500 $28,000 0
   VitalStone Financial LLC 198 - 2023-12-31 520 $28,000 -4,391
   PROEQUITIES INC. 1390 - 2023-12-31 500 $26,000 0
   Spire Wealth Management 1507 - 2024-03-31 348 $20,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1606 - 2023-12-31 382 $20,000 -312
   Center for Financial Planning Inc. 370 *New 2024-03-31 231 $13,000 231
   CWM LLC 3233 - 2024-03-31 200 $11,000 0
   Rockbridge Investment Management LCC 441 - 2023-12-31 135 $7,000 0
   Global Retirement Partners LLC 2275 *New 2024-03-31 102 $6,000 102
   FRANKLIN RESOURCES INC 2543 - 2023-12-31 101 $5,000 0
   Coppell Advisory Solutions LLC 1185 *New 2023-12-31 50 $3,000 50
   Sound Income Strategies LLC 981 - 2024-03-31 61 $3,000 -381
   WELLS FARGO & CO/MN 5543 - 2023-12-31 19 $1,000 19
   First Command Financial Services Inc. 411 - 2023-06-30 3 $0 -398
   KINGSWOOD WEALTH ADVISORS LLC 633 *Closed 2024-03-31 0 $0 -6,817
   CREATIVE PLANNING 2809 *Closed 2023-12-31 0 $0 -78
  100 Records found
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