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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    2
Total shares held : 
 1,897,202  
% of shares held : 
 79.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -14,596  
% of shares held change : 
   -0.61%  
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 :
4
 50,938
 2.68%
 
Increased Positions :
13
 96,759
 5.1%
 
Unchanged Positions :
8
 39,477
 2.08%
 
Decreased Positions :
11
-156,302
-8.24%
 
Closed Positions :
2
-5,991
-0.32%
 
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
   ENVESTNET ASSET MANAGEMENT INC 643 - 2023-12-31 873,345 $46,217,000 35,037
   Great Lakes Retirement Inc. 12 - 2023-12-31 243,175 $12,869,000 -2,720
   Advisor Group Holdings Inc. 961 - 2023-12-31 140,598 $7,441,000 -113,096
   HPM Partners LLC - 2023-12-31 83,559 $4,422,000 -2,366
   ARGI INVESTMENT SERVICES, LLC 104 - 2022-12-31 91,609 $3,923,000 16,503
   AE Wealth Management LLC 714 - 2023-12-31 62,762 $3,439,000 1,931
   FMR LLC 2055 - 2023-12-31 61,409 $3,250,000 652
   Cetera Investment Advisers 610 - 2023-12-31 59,321 $3,139,000 2,198
   COMMONWEALTH EQUITY SERVICES LLC. 1590 - 2024-03-31 43,004 $2,596,000 10,143
   CFO4Life L.P. 47 *New 2022-12-31 47,747 $2,045,000 47,747
   MORGAN STANLEY 4527 - 2023-12-31 30,653 $1,622,000 -157
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1031 - 2024-03-31 26,487 $1,599,000 -5,396
   Bryant Woods Investment Advisors LLC 14 - 2023-12-31 25,745 $1,362,000 -2,100
   Kestra Advisory Services LLC 968 - 2023-12-31 25,719 $1,361,000 744
   RAYMOND JAMES & ASSOCIATES 2387 *New 2024-03-31 22,521 $1,359,000 22,521
   Ahrens Investment Partners LLC 34 - 2023-03-31 30,076 $1,343,000 -7,956
   Rehmann Capital Advisory Group 153 - 2023-12-31 23,656 $1,252,000 0
   Goss Wealth Management LLC 850 - 2023-12-31 21,759 $1,185,000 -4,940
   LPL FINANCIAL CORP 2921 - 2023-12-31 20,785 $1,100,000 5,454
   GOLDMAN SACHS GROUP INC/ 3537 *New 2023-12-31 18,356 $971,000 18,356
   PRUDENTIAL CORP PLC 592 - 2023-12-31 18,035 $954,000 11,755
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1888 - 2024-03-31 13,047 $787,000 -400
   Rockefeller Capital Management L.P. 1275 - 2023-12-31 12,325 $652,000 12,325
   J P MORGAN CHASE & CO 3551 - 2023-12-31 12,188 $645,000 2,750
   SAX WEALTH ADVISORS LLC 108 - 2023-12-31 11,245 $595,000 -200
   FINANCIAL NETWORK 1757 - 2023-12-31 10,866 $575,000 948
   Hoxton Planning & Management LLC 83 - 2024-03-31 8,335 $503,000 -531
   Trilogy Capital Inc. 201 - 2024-03-31 8,146 $492,000 -24,260
   Inscription Capital LLC 116 - 2024-03-31 6,610 $394,000 0
   BMS Financial Advisors LLC 76 - 2023-06-30 7,533 $364,000 -31,958
   BANK OF AMERICA CORP /DE/ 4811 - 2023-12-31 5,461 $289,000 -11,736
   Harwood Advisory Group LLC 117 - 2023-12-31 5,416 $287,000 -467
   FIDUCIARY TRUST CO 590 - 2023-12-31 4,214 $223,000 4,214
   Stonehearth Capital Management LLC 71 *New 2024-03-31 3,602 $217,000 3,602
   Sunbelt Securities Inc. 504 *New 2024-03-31 3,512 $212,000 3,512
   BENJAMIN F. EDWARDS & COMPANY INC. 1544 - 2024-03-31 300 $18,000 0
   Global Retirement Partners LLC 1891 *New 2024-03-31 268 $16,000 268
   ADVISORY SERVICES NETWORK, LLC 2873 *New 2023-12-31 167 $9,000 167
   Spire Wealth Management 2092 - 2024-03-31 25 $2,000 0
   TOWER RESEARCH CAPITAL LLC 5475 - 2023-12-31 20 $1,000 0
   ROYAL BANK OF CANADA 6263 - 2023-12-31 16 $1,000 -374
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5847 *Closed 2023-12-31 0 $0 -5,899
   HARBOUR INVESTMENTS INC. 2996 *Closed 2023-12-31 0 $0 -92
   WELLS FARGO & CO/MN 6488 - 2023-12-31 0 $0 0
   PROEQUITIES INC. 6595 - 2023-12-31 0 $0 0
   Coppell Advisory Solutions LLC 1895 *New 2023-12-31 9 $0 9
  46 Records found
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