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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
   Argent Trust Co 245 - 2024-03-31 27,591 $1,550,000 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
   Kalos Management Inc. 29 - 2023-06-30 8,141 $408,000 0
   Stonebridge Financial Planning Group LLC 116 - 2023-12-31 6,250 $331,000 0
   RWM Asset Management LLC 128 - 2024-03-31 5,169 $290,000 0
   Sovereign Financial Group Inc. 222 - 2024-03-31 5,000 $281,000 0
   GDS Wealth Management 128 - 2024-03-31 3,955 $222,000 0
   HARBOUR INVESTMENTS INC. 1342 - 2023-12-31 1,202 $64,000 0
   PROEQUITIES INC. 1402 - 2024-03-31 500 $28,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 174 - 2024-03-31 500 $28,000 0
   Spire Wealth Management 1507 - 2024-03-31 348 $20,000 0
   CWM LLC 3233 - 2024-03-31 200 $11,000 0
   Rockbridge Investment Management LCC 441 - 2023-12-31 135 $7,000 0
   FRANKLIN RESOURCES INC 2543 - 2023-12-31 101 $5,000 0
   Coston McIsaac & Partners 663 - 2024-03-31 6 $0 0
  16 Records found
  1    
  Page 1 of 1
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