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Get Institutions for : 
Fidelity Enhanced Large Cap Core Etf (FELC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    65
Total shares held : 
 8,174,881  
% of shares held : 
 9.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   65  
Amount of shares held : 
 8,079,060  
% of shares held change : 
   8.98%  
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 :
65
 8,079,060
 98.83%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 95,821
 1.17%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 849 *New 2023-12-31 5,821,876 $154,745,000 5,821,876
   COMMONWEALTH EQUITY SERVICES LLC. 541 - 2024-03-31 590,225 $17,412,000 375,082
   Able Wealth Management LLC 6 - 2023-12-31 159,136 $4,230,000 0
   LPL FINANCIAL CORP 1967 - 2024-03-31 130,312 $3,844,000 -12,292
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1149 - 2024-03-31 81,475 $2,404,000 629
   Rollins Financial *New 2023-12-31 89,767 $2,386,000 89,767
   Rollins Financial Advisors LLC 31 - 2023-12-31 89,767 $2,386,000 0
   AAFCPAs Wealth Management LLC 13 - 2024-03-31 77,988 $2,301,000 -211
   Advisor Group Holdings Inc. 1612 - 2024-03-31 74,765 $2,206,000 -833,257
   BUCKINGHAM ASSET MANAGEMENT, LLC 241 - 2024-03-31 67,682 $1,997,000 0
   LINCOLN NATIONAL CORP 368 - 2024-03-31 57,605 $1,699,000 17,045
   ENVESTNET ASSET MANAGEMENT INC 2752 *New 2023-12-31 47,292 $1,257,000 47,292
   MATHER GROUP, INC. 225 - 2024-03-31 36,785 $978,000 0
   Certified Advisory Corp 132 - 2024-03-31 33,102 $977,000 14
   SJA Financial Advisory LLC 25 - 2024-03-31 32,422 $956,000 2,053
   MML INVESTORS SERVICES LLC 1451 *New 2023-12-31 32,258 $857,000 32,258
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2151 *New 2024-03-31 28,829 $850,000 28,829
   New England Private Wealth Advisors LLC 82 - 2024-03-31 28,200 $831,000 12,201
   EP WEALTH ADVISORS, INC. 400 *New 2023-12-31 30,487 $810,000 30,487
   ROYAL BANK OF CANADA 3283 *New 2023-12-31 28,949 $769,000 28,949
   BP WEALTH MANAGEMENT LLC *New 2023-12-31 28,609 $760,000 28,609
   Parallel Advisors LLC 450 - 2024-03-31 21,955 $648,000 76
   MORGAN STANLEY 5059 *New 2023-12-31 21,960 $584,000 21,960
   ABLE Financial Group LLC 90 - 2024-03-31 16,975 $501,000 0
   Strategic Blueprint LLC 400 - 2024-03-31 15,231 $449,000 -51
   Valeo Financial Advisors LLC 412 - 2024-03-31 15,528 $442,000 -11
   J P MORGAN CHASE & CO 3822 - 2024-03-31 14,324 $423,000 -518
   HPM Partners LLC *New 2023-12-31 15,005 $399,000 15,005
   Kestra Advisory Services LLC 1658 *New 2023-12-31 14,748 $392,000 14,748
   MARINER WEALTH ADVISORS, LLC 2120 *New 2023-12-31 14,710 $391,000 14,710
   NCM Capital Management LLC 114 *New 2023-12-31 13,137 $349,000 13,137
   CREATIVE PLANNING 1989 *New 2023-12-31 12,886 $343,000 12,886
   HIGHTOWER ADVISORS, LLC 2617 - 2024-03-31 10,448 $308,000 2,899
   Lido Advisors LLC 911 *New 2023-12-31 11,269 $300,000 11,269
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1915 - 2024-03-31 9,987 $295,000 -2,740
   JANE STREET GROUP LLC 4463 *New 2023-12-31 10,594 $282,000 10,594
   AE Wealth Management LLC 1752 *New 2023-12-31 9,936 $272,000 9,936
   KING WEALTH MANAGEMENT GROUP, LLC 125 - 2024-03-31 8,623 $254,000 26
   Snowden Capital Advisors LLC 977 *New 2023-12-31 9,355 $249,000 9,355
   PINNACLE ASSOCIATES LTD 771 *New 2024-03-31 7,485 $221,000 7,485
   WELLS FARGO & CO/MN 3886 - 2024-03-31 7,329 $216,000 6,797
   ADVISORY SERVICES NETWORK, LLC 1298 - 2024-03-31 7,304 $215,000 639
   Investment Advisory Group LLC 153 *New 2024-03-31 6,955 $205,000 6,955
   Leo Wealth LLC 315 *New 2024-03-31 6,902 $204,000 6,902
   US BANCORP 2130 - 2024-03-31 5,226 $154,000 19
   Financial Perspectives Inc 164 - 2024-03-31 5,077 $150,000 20
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1612 *New 2023-12-31 5,506 $146,000 5,506
   Capital Analysts Inc. *New 2023-12-31 5,063 $135,000 5,063
   HANSON MCCLAIN, INC. 931 - 2024-03-31 4,377 $129,000 1,116
   Kiely Wealth Advisory Group Inc. - 2023-12-31 3,992 $109,000 0
   TD CAPITAL MANAGEMENT LLC 136 - 2024-03-31 3,950 $105,000 0
   Glass Jacobson Investment Advisors llc 271 - 2024-03-31 3,489 $103,000 12
   AdvisorNet Financial Inc 624 - 2024-03-31 3,453 $102,000 0
   CWM LLC 1870 - 2024-03-31 3,400 $100,000 -926
   CAMBRIDGE TRUST CO *New 2023-12-31 3,581 $95,000 3,581
   Rockbridge Investment Management LCC 181 *New 2023-12-31 3,566 $95,000 3,566
   Tradition Wealth Management LLC 496 *New 2023-12-31 3,438 $92,000 3,438
   Steward Partners Investment Advisory LLC 1770 *New 2023-12-31 3,037 $81,000 3,037
   OGOREK ANTHONY JOSEPH /NY/ /ADV 89 *New 2024-03-31 2,452 $72,000 2,452
   Cape Investment Advisory Inc. 284 *New 2023-12-31 2,676 $71,000 2,676
   Concord Wealth Partners 334 - 2024-03-31 1,904 $56,000 6
   Sunbelt Securities Inc. 835 - 2024-03-31 1,889 $56,000 -3,804
   TOMPKINS FINANCIAL CORP 340 *New 2024-03-31 1,859 $55,000 1,859
   HARBOUR INVESTMENTS INC. 1424 *New 2023-12-31 2,035 $54,000 2,035
   McIlrath & Eck LLC 287 - 2024-03-31 1,556 $46,000 0
   EPG Wealth Management LLC 316 *New 2023-12-31 1,502 $42,000 1,502
   O SHAUGHNESSY ASSET MANAGEMENT LLC *New 2023-12-31 1,224 $33,000 1,224
   Signature Resources Capital Management LLC 122 - 2024-03-31 1,091 $29,000 0
   PRINCIPAL SECURITIES INC. 1807 - 2024-03-31 974 $29,000 3
   Atlantic Trust Group LLC 1889 *New 2024-03-31 993 $29,000 993
   Ronald Blue Trust Inc. 1136 *New 2024-03-31 897 $26,000 897
   Dunhill Financial LLC 147 *New 2023-12-31 857 $23,000 857
   Global Retirement Partners LLC 1740 *New 2024-03-31 759 $22,000 759
   Rosenberg Matthew Hamilton 535 *New 2024-03-31 709 $21,000 709
   UBS Group AG *New 2023-12-31 782 $21,000 782
   IFP Advisors Inc *New 2023-12-31 681 $18,000 681
   Private Ocean LLC 395 - 2024-03-31 232 $7,000 1
   JNBA FINANCIAL ADVISORS 504 *New 2024-03-31 206 $6,000 206
   Global Wealth Strategies & Associates 216 *New 2024-03-31 207 $6,000 207
   Legend Financial Advisors Inc. 170 *New 2024-03-31 99 $3,000 99
   BSW WEALTH PARTNERS 298 *Closed 2024-03-31 0 $0 -12,808
   PROEQUITIES INC. 2467 *New 2024-03-31 0 $0 0
   Glassman Wealth Services 717 *Closed 2024-03-31 0 $0 -2,789
   DecisionPoint Financial LLC 271 *New 2024-03-31 14 $0 14
   HUDOCK MOYER WEALTH RESOURCES, LLC 149 *Closed 2024-03-31 0 $0 -11,860
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6511 *Closed 2024-03-31 0 $0 -27,311
  86 Records found
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