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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
   Advisor Group Holdings Inc. 415 *New 2023-12-31 908,022 $24,135,000 908,022
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 215,143 $5,719,000 215,143
   Able Wealth Management LLC 6 - 2023-12-31 159,136 $4,230,000 0
   LPL FINANCIAL CORP 1861 *New 2023-12-31 142,604 $3,790,000 142,604
   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 *New 2023-12-31 78,199 $2,079,000 78,199
   BUCKINGHAM ASSET MANAGEMENT, LLC 249 *New 2023-12-31 67,682 $1,799,000 67,682
   ENVESTNET ASSET MANAGEMENT INC 2752 *New 2023-12-31 47,292 $1,257,000 47,292
   LINCOLN NATIONAL CORP *New 2023-12-31 40,560 $1,078,000 40,560
   MATHER GROUP, INC. 225 - 2024-03-31 36,785 $978,000 0
   Certified Advisory Corp *New 2023-12-31 33,088 $879,000 33,088
   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
   EP WEALTH ADVISORS, INC. 400 *New 2023-12-31 30,487 $810,000 30,487
   SJA Financial Advisory LLC 27 *New 2023-12-31 30,369 $807,000 30,369
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3240 *New 2023-12-31 27,311 $726,000 27,311
   MORGAN STANLEY 5059 *New 2023-12-31 21,960 $584,000 21,960
   Parallel Advisors LLC 445 *New 2023-12-31 21,879 $582,000 21,879
   ABLE Financial Group LLC *New 2023-12-31 16,975 $451,000 16,975
   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
   New England Private Wealth Advisors LLC *New 2023-12-31 15,999 $425,000 15,999
   HPM Partners LLC *New 2023-12-31 15,005 $399,000 15,005
   J P MORGAN CHASE & CO 3798 *New 2023-12-31 14,842 $395,000 14,842
   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
   HUDOCK MOYER WEALTH RESOURCES, LLC *New 2023-12-31 11,860 $315,000 11,860
   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
   Snowden Capital Advisors LLC 977 *New 2023-12-31 9,355 $249,000 9,355
   KING WEALTH MANAGEMENT GROUP, LLC *New 2023-12-31 8,597 $229,000 8,597
   PINNACLE ASSOCIATES LTD 771 *New 2024-03-31 7,485 $221,000 7,485
   HIGHTOWER ADVISORS, LLC 2935 *New 2023-12-31 7,549 $200,000 7,549
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 6,665 $177,000 6,665
   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
   US BANCORP *New 2023-12-31 5,207 $138,000 5,207
   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 *New 2023-12-31 3,950 $105,000 3,950
   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
   Glassman Wealth Services 357 *New 2023-12-31 2,789 $74,000 2,789
   Cape Investment Advisory Inc. 284 *New 2023-12-31 2,676 $71,000 2,676
   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
   Concord Wealth Partners *New 2023-12-31 1,898 $50,000 1,898
   EPG Wealth Management LLC 316 *New 2023-12-31 1,502 $42,000 1,502
   McIlrath & Eck LLC *New 2023-12-31 1,556 $41,000 1,556
   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. - 2023-12-31 971 $26,000 0
   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
   WELLS FARGO & CO/MN *New 2023-12-31 532 $14,000 532
   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
  79 Records found
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