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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    72
Total shares held : 
 10,538,895  
% of shares held : 
 11.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   72  
Amount of shares held : 
 9,691,780  
% of shares held change : 
   10.77%  
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 :
72
 9,691,780
 91.96%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
5
 847,115
 8.04%
 
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
   ENVESTNET ASSET MANAGEMENT INC 380 *New 2023-12-31 4,233,938 $111,056,000 4,233,938
   MML INVESTORS SERVICES LLC 41 *New 2023-12-31 3,574,215 $93,752,000 3,574,215
   Spectrum Investment Advisors Inc. - 2023-12-31 673,347 $17,662,000 0
   Arden Trust Co 19 *New 2024-03-31 372,306 $11,002,000 372,306
   FMR LLC 1916 *New 2023-12-31 212,464 $5,573,000 212,464
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 204,862 $5,374,000 204,862
   Rollins Financial Advisors LLC 22 - 2023-12-31 148,939 $3,907,000 0
   Rollins Financial *New 2023-12-31 148,939 $3,907,000 148,939
   Kestra Advisory Services LLC 562 *New 2023-12-31 139,334 $3,655,000 139,334
   LPL FINANCIAL CORP 1997 *New 2023-12-31 124,221 $3,258,000 124,221
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1132 - 2024-03-31 83,866 $2,478,000 -23,995
   ROYAL BANK OF CANADA 2455 *New 2023-12-31 87,585 $2,297,000 87,585
   Advisor Group Holdings Inc. 1806 *New 2023-12-31 81,460 $2,136,000 81,460
   LINCOLN NATIONAL CORP *New 2023-12-31 61,717 $1,619,000 61,717
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2141 *New 2023-12-31 60,387 $1,584,000 60,387
   Verdence Capital Advisors LLC 188 - 2024-03-31 49,374 $1,459,000 9,208
   CITADEL ADVISORS LLC 2606 *New 2023-12-31 54,450 $1,428,000 54,450
   Lido Advisors LLC 513 *New 2023-12-31 42,720 $1,122,000 42,720
   MARINER WEALTH ADVISORS, LLC 1527 *New 2023-12-31 33,199 $871,000 33,199
   AE Wealth Management LLC 1240 *New 2023-12-31 28,532 $779,000 28,532
   MERCER GLOBAL ADVISORS INC /ADV 1096 *New 2023-12-31 28,810 $756,000 28,810
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2269 *New 2024-03-31 23,369 $691,000 23,369
   Key Financial Inc *New 2023-12-31 26,144 $686,000 26,144
   MORGAN STANLEY 5062 *New 2023-12-31 22,122 $580,000 22,122
   PURE FINANCIAL ADVISORS, INC. 186 - 2024-03-31 18,821 $556,000 37
   Creekmur Asset Management LLC - 2023-12-31 21,006 $551,000 0
   Valeo Financial Advisors LLC 363 - 2024-03-31 18,652 $530,000 -892
   EP WEALTH ADVISORS, INC. 477 *New 2023-12-31 19,853 $521,000 19,853
   Eagle Strategies LLC 162 *New 2024-03-31 16,412 $485,000 16,412
   GIBSON CAPITAL MANAGEMENT, LTD. 34 - 2024-03-31 16,230 $480,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1225 *New 2023-12-31 17,604 $462,000 17,604
   IFG Advisory LLC *New 2023-12-31 16,976 $445,000 16,976
   BKD WEALTH ADVISORS LLC 303 - 2024-03-31 14,887 $440,000 -6,592
   BB&T CORP *New 2023-12-31 15,513 $407,000 15,513
   HIGHTOWER ADVISORS, LLC 2405 *New 2023-12-31 15,504 $407,000 15,504
   Bensler LLC *New 2023-12-31 15,072 $395,000 15,072
   Perennial Advisors LLC 86 - 2024-03-31 12,675 $375,000 0
   MULTIFINANCIAL SECURITIES CORP 1357 *New 2023-12-31 12,785 $335,000 12,785
   JANNEY MONTGOMERY SCOTT LLC *New 2023-12-31 12,697 $333,000 12,697
   Security National Bank 93 - 2024-03-31 11,175 $330,000 0
   CREATIVE PLANNING 2016 *New 2023-12-31 12,522 $328,000 12,522
   Kovitz Investment Group Partners LLC *New 2023-12-31 11,003 $289,000 11,003
   Madrona Financial Services LLC 73 - 2024-03-31 9,402 $278,000 18
   Pathstone Holdings LLC 1881 - 2023-12-31 10,542 $276,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 235 *New 2023-12-31 10,021 $263,000 10,021
   TrinityPoint Wealth LLC *New 2023-12-31 9,805 $257,000 9,805
   National Wealth Management Group LLC *New 2023-12-31 9,642 $253,000 9,642
   FINANCIAL NETWORK 2364 *New 2023-12-31 9,497 $249,000 9,497
   EverSource Wealth Advisors LLC *New 2023-12-31 9,146 $240,000 9,146
   VESTOR CAPITAL CORP *New 2023-12-31 8,997 $236,000 8,997
   Kuhn & Co Investment Counsel 114 - 2023-12-31 8,510 $223,000 0
   CALAMOS WEALTH MANAGEMENT LLC *New 2023-12-31 8,243 $216,000 8,243
   HANSON MCCLAIN, INC. 811 - 2024-03-31 6,158 $182,000 -386
   Richardson Capital Management LLC 30 - 2024-03-31 5,777 $171,000 0
   Sunbelt Securities Inc. 612 - 2024-03-31 4,950 $146,000 -70
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 4,451 $117,000 4,451
   UBS Group AG *New 2023-12-31 4,259 $112,000 4,259
   WELLS FARGO & CO/MN *New 2023-12-31 3,730 $98,000 3,730
   IFP Advisors Inc *New 2023-12-31 3,690 $97,000 3,690
   Steward Partners Investment Advisory LLC 1752 *New 2023-12-31 3,236 $85,000 3,236
   BAYSTATE WEALTH MANAGEMENT LLC *New 2023-12-31 3,095 $81,000 3,095
   J P MORGAN CHASE & CO 4604 *New 2023-12-31 2,816 $74,000 2,816
   HARBOUR INVESTMENTS INC. 1367 *New 2023-12-31 2,319 $61,000 2,319
   PROEQUITIES INC. *New 2023-12-31 2,263 $59,000 2,263
   US BANCORP *New 2023-12-31 2,222 $58,000 2,222
   Larson Financial Group LLC *New 2023-12-31 2,123 $56,000 2,123
   MCF Advisors LLC 361 *New 2024-03-31 1,764 $52,000 1,764
   CAROLINAS WEALTH CONSULTING LLC 344 *New 2023-12-31 1,797 $47,000 1,797
   AdvisorNet Financial Inc 881 - 2024-03-31 1,288 $38,000 0
   SUMMIT INVESTMENT ADVISORS INC 2410 *New 2023-12-31 1,116 $29,000 1,116
   DUNCKER STREETT & CO INC 353 - 2024-03-31 881 $26,000 2
   GUARANTY TRUST CO OF MISSOURI /MO/ 910 - 2024-03-31 881 $26,000 0
   Goss Wealth Management LLC 2479 *New 2023-12-31 972 $25,000 972
   Lindbrook Capital LLC 1443 *New 2024-03-31 441 $13,000 441
   McIlrath & Eck LLC *New 2023-12-31 432 $11,000 432
   Glass Jacobson Investment Advisors llc 558 - 2024-03-31 324 $10,000 1
   BANK OF AMERICA CORP /DE/ 5798 *New 2023-12-31 266 $7,000 266
   FIFTH THIRD BANCORP 1981 - 2024-03-31 231 $7,000 0
   GHP INVESTMENT ADVISORS INC 721 - 2024-03-31 121 $4,000 1
   Parallel Advisors LLC 2641 *New 2023-12-31 102 $3,000 102
   CWM LLC 4297 *Closed 2024-03-31 0 $0 -12,346
   Iron Horse Wealth Management LLC 420 *Closed 2024-03-31 0 $0 -6,463
   Newbridge Financial Services Group Inc. 1282 - 2024-03-31 5 $0 0
   Global Retirement Partners LLC 3453 *Closed 2024-03-31 0 $0 -1,369
   Farther Finance Advisors LLC 3531 *New 2023-12-31 3 $0 3
  85 Records found
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