Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Fidelity Enhanced Large Cap Core Etf (FELC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 541 - 2024-03-31 590,225 $17,412,000 375,082
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1149 - 2024-03-31 81,475 $2,404,000 629
   LINCOLN NATIONAL CORP 368 - 2024-03-31 57,605 $1,699,000 17,045
   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
   New England Private Wealth Advisors LLC 82 - 2024-03-31 28,200 $831,000 12,201
   Parallel Advisors LLC 450 - 2024-03-31 21,955 $648,000 76
   HIGHTOWER ADVISORS, LLC 2617 - 2024-03-31 10,448 $308,000 2,899
   KING WEALTH MANAGEMENT GROUP, LLC 125 - 2024-03-31 8,623 $254,000 26
   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
   US BANCORP 2130 - 2024-03-31 5,226 $154,000 19
   Financial Perspectives Inc 164 - 2024-03-31 5,077 $150,000 20
   HANSON MCCLAIN, INC. 931 - 2024-03-31 4,377 $129,000 1,116
   Glass Jacobson Investment Advisors llc 271 - 2024-03-31 3,489 $103,000 12
   Concord Wealth Partners 334 - 2024-03-31 1,904 $56,000 6
   PRINCIPAL SECURITIES INC. 1807 - 2024-03-31 974 $29,000 3
  17 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