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Get Institutions for : 
Fidelity Low Volatility Factor Etf (FDLO)  
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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
   Rockefeller Capital Management L.P. 777 *New 2023-12-31 57,098 $3,024,000 57,098
   PERSONAL CFO SOLUTIONS LLC 95 *New 2023-12-31 22,001 $1,165,000 22,001
   Betterment LLC 263 *New 2024-03-31 8,550 $480,000 8,550
   MULTIFINANCIAL SECURITIES CORP 1331 *New 2023-12-31 6,532 $346,000 6,532
   MARINER WEALTH ADVISORS, LLC 2351 *New 2023-12-31 5,653 $299,000 5,653
   Orion Portfolio Solutions LLC 1585 *New 2024-03-31 3,815 $214,000 3,815
   Center for Financial Planning Inc. 370 *New 2024-03-31 231 $13,000 231
   Global Retirement Partners LLC 2275 *New 2024-03-31 102 $6,000 102
   Coppell Advisory Solutions LLC 1185 *New 2023-12-31 50 $3,000 50
   WASHINGTON TRUST CO 859 *New 2024-03-31 2 $0 2

  10 Records found
  1    
  Page 1 of 1
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