Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Fidelity High Dividend Etf (FDVV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 171    13
Total shares held : 
 15,113,611  
% of shares held : 
 77.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   64  
Amount of shares held : 
 2,698,359  
% of shares held change : 
   13.91%  
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 :
27
 381,107
 2.52%
 
Increased Positions :
87
 3,064,453
 20.28%
 
Unchanged Positions :
21
 344,781
 2.28%
 
Decreased Positions :
36
-583,900
-3.86%
 
Closed Positions :
14
-163,301
-1.08%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HBW Advisory Services LLC 118 - 2024-03-31 25,342 $1,071,000 0
   PRIVATE WEALTH PARTNERS LLC 83 - 2024-03-31 23,100 $1,047,000 0
   High Net Worth Advisory Group LLC 90 - 2024-03-31 17,129 $776,000 0
   CITIZENS FINANCIAL GROUP INC/RI 301 - 2024-03-31 9,500 $402,000 0
   Advisor OS LLC 291 - 2024-03-31 7,504 $340,000 0
   Tranquility Partners LLC 167 - 2024-03-31 6,893 $312,000 0
   SMITHFIELD TRUST CO 277 - 2024-03-31 6,200 $280,000 0
   David J Yvars Group 61 - 2024-03-31 5,915 $267,000 0
   Shared Vision Wealth Group LLC 62 - 2024-03-31 5,700 $258,000 0
   Orion Portfolio Solutions LLC 1536 - 2024-03-31 5,314 $241,000 0
   SOUTHERN CAPITAL ADVISORS LLC 63 - 2024-03-31 5,000 $227,000 0
   ARMSTRONG ADVISORY GROUP INC 249 - 2024-03-31 2,334 $99,000 0
   Bank of New Hampshire 276 - 2024-03-31 1,683 $76,000 0
   CITIGROUP INC 3875 - 2024-03-31 800 $36,000 0
   Geneos Wealth Management Inc. 1236 - 2024-03-31 694 $31,000 0
   CHILTON CAPITAL MANAGEMENT LLC 424 - 2024-03-31 409 $19,000 0
   Providence Capital Advisors LLC 230 - 2023-12-31 297 $13,000 0
   Key Financial Inc 848 - 2024-03-31 135 $6,000 0
   Spectrum Wealth Counsel LLC 304 - 2024-03-31 135 $6,000 0
   Tortoise Investment Management LLC 680 - 2024-03-31 100 $5,000 0
   Larson Financial Group LLC 1319 - 2024-03-31 62 $3,000 0
   Lindbrook Capital LLC 2325 - 2024-03-31 50 $2,000 0
  22 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us