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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
   ENVESTNET ASSET MANAGEMENT INC 902 - 2023-12-31 486,585 $25,774,000 134,057
   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
   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
   LPL FINANCIAL CORP 1475 - 2024-03-31 138,900 $7,803,000 12,159
   Running Point Capital Advisors LLC 10 - 2023-12-31 115,560 $6,121,000 68,021
   J P MORGAN CHASE & CO 2617 - 2024-03-31 67,092 $3,769,000 25,449
   AE Wealth Management LLC 679 - 2023-12-31 69,030 $3,759,000 27,456
   LINCOLN NATIONAL CORP 224 - 2024-03-31 59,328 $3,333,000 2,358
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1311 - 2024-03-31 56,747 $3,188,000 56,747
   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
   Absolute Capital Management LLC 17 - 2024-03-31 47,494 $2,668,000 14,504
   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
   Asset Allocation Strategies LLC 35 - 2024-03-31 27,784 $1,561,000 1,668
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 850 - 2023-12-31 28,307 $1,499,000 1,016
   Tyler-Stone Wealth Management 43 - 2023-12-31 17,225 $912,000 138
   Howard Capital Management Inc. 49 - 2024-03-31 16,122 $906,000 3,224
   GREAT VALLEY ADVISOR GROUP INC. 410 - 2024-03-31 14,245 $800,000 2
   Westside Investment Management Inc. 118 - 2024-03-31 14,175 $796,000 2,070
   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
   H D Vest Advisory Services 986 - 2024-03-31 9,763 $548,000 576
   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
   Buckingham Strategic Partners 287 - 2023-12-31 7,287 $386,000 590
   Sunbelt Securities Inc. 390 - 2024-03-31 6,330 $356,000 4,906
   Sigma Planning Corp 898 - 2024-03-31 5,995 $337,000 5,995
   Birchcreek Wealth Management LLC 127 - 2024-03-31 4,626 $260,000 253
   IFP Advisors Inc 1011 - 2023-12-31 3,106 $165,000 38
   SRS Capital Advisors Inc. 389 - 2023-12-31 1,777 $94,000 5

  36 Records found
  1    
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