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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    74
Total shares held : 
 10,865,377  
% of shares held : 
 12.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   74  
Amount of shares held : 
 10,862,431  
% of shares held change : 
   12.07%  
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 :
74
 10,862,431
 99.97%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 2,946
 0.03%
 
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 677 *New 2023-12-31 8,928,770 $239,737,000 8,928,770
   LINCOLN NATIONAL CORP *New 2023-12-31 281,573 $7,560,000 281,573
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1097 *New 2023-12-31 190,099 $5,104,000 190,099
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 182,362 $4,896,000 182,362
   Kestra Advisory Services LLC 485 *New 2023-12-31 169,829 $4,560,000 169,829
   ROYAL BANK OF CANADA 2277 *New 2023-12-31 107,783 $2,894,000 107,783
   J.W. COLE ADVISORS INC. *New 2023-12-31 89,092 $2,392,000 89,092
   Processus Wealth & Capital Management LLC 21 *New 2024-03-31 80,401 $2,348,000 80,401
   Advisor Group Holdings Inc. 1841 *New 2023-12-31 76,249 $2,047,000 76,249
   Essex Private Wealth Management LLC 9 - 2024-03-31 58,937 $1,721,000 551
   Baird Financial Group Inc. 991 *New 2023-12-31 60,575 $1,626,000 60,575
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1397 - 2024-03-31 55,032 $1,607,000 1,049
   LPL FINANCIAL CORP 2748 *New 2023-12-31 50,217 $1,348,000 50,217
   ESSEX FINANCIAL SERVICES INC 177 - 2024-03-31 44,077 $1,287,000 1,306
   WAGNER CAPITAL MANAGEMENT CORP 133 - 2024-03-31 42,474 $1,240,000 -9,485
   ENVESTNET ASSET MANAGEMENT INC 2942 *New 2023-12-31 35,739 $960,000 35,739
   CRA Financial Services LLC 91 - 2024-03-31 28,293 $826,000 54
   Larson Financial Group LLC *New 2023-12-31 29,198 $784,000 29,198
   JANE STREET GROUP LLC 3500 *New 2023-12-31 28,346 $761,000 28,346
   Sunbelt Securities Inc. 222 - 2024-03-31 25,612 $748,000 -816
   RAYMOND JAMES & ASSOCIATES 2841 *New 2024-03-31 23,036 $673,000 23,036
   Investment Advisory Group LLC *New 2023-12-31 24,701 $663,000 24,701
   PEAPACK GLADSTONE FINANCIAL CORP 475 *New 2023-12-31 19,970 $536,000 19,970
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1666 - 2024-03-31 14,770 $431,000 5,037
   Hartland & Co. LLC 343 *New 2023-12-31 15,184 $408,000 15,184
   Bensler LLC *New 2023-12-31 15,025 $403,000 15,025
   MORGAN STANLEY 5222 *New 2023-12-31 15,014 $403,000 15,014
   Private Advisor Group LLC *New 2023-12-31 14,914 $400,000 14,914
   Stonegate Investment Group LLC 240 *New 2024-03-31 13,558 $396,000 13,558
   CAPTRUST FINANCIAL ADVISORS 1915 *New 2023-12-31 14,610 $392,000 14,610
   CITADEL ADVISORS LLC 3888 *New 2023-12-31 13,656 $367,000 13,656
   CREATIVE PLANNING 1945 *New 2023-12-31 13,487 $362,000 13,487
   BURNS WEALTH MANAGEMENT, INC. 404 *New 2023-12-31 12,464 $335,000 12,464
   CITIGROUP INC *New 2023-12-31 11,429 $307,000 11,429
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 11,260 $302,000 11,260
   MODERA WEALTH MANAGEMENT, LLC 478 *New 2023-12-31 10,516 $282,000 10,516
   AAFCPAs Wealth Management LLC *New 2023-12-31 9,621 $258,000 9,621
   SITTNER & NELSON LLC 95 *New 2023-12-31 9,595 $258,000 9,595
   MML INVESTORS SERVICES LLC 2165 *New 2023-12-31 9,212 $247,000 9,212
   Lifeworks Advisors LLC 181 *New 2023-12-31 9,044 $243,000 9,044
   AE Wealth Management LLC 1801 *New 2023-12-31 8,946 $242,000 8,946
   GSB Wealth Management LLC 192 *New 2023-12-31 8,594 $231,000 8,594
   Outlook Wealth Advisors LLC 244 - 2024-03-31 7,652 $223,000 74
   NWAM LLC 517 *New 2023-12-31 7,859 $211,000 7,859
   MARK SHEPTOFF FINANCIAL PLANNING LLC *New 2023-12-31 6,061 $163,000 6,061
   Rise Advisors LLC 135 *New 2024-03-31 3,946 $115,000 3,946
   EP WEALTH ADVISORS, INC. 778 *New 2023-12-31 4,212 $113,000 4,212
   Steward Partners Investment Advisory LLC 1671 *New 2023-12-31 3,929 $105,000 3,929
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1785 *New 2023-12-31 3,534 $95,000 3,534
   PRINCIPAL SECURITIES INC. - 2023-12-31 2,946 $79,000 0
   Key Financial Inc *New 2023-12-31 2,846 $76,000 2,846
   PROEQUITIES INC. *New 2023-12-31 2,642 $71,000 2,642
   Private Ocean LLC 215 *New 2024-03-31 2,220 $65,000 2,220
   HANSON MCCLAIN, INC. 1233 - 2024-03-31 2,020 $59,000 -8,754
   Cordant Inc. 50 - 2024-03-31 1,907 $56,000 19
   CWM LLC 2262 *New 2024-03-31 1,765 $52,000 1,765
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 535 *New 2023-12-31 1,488 $40,000 1,488
   BANK OF MONTREAL /CAN/ *New 2023-12-31 1,453 $39,000 1,453
   Creative Capital Management Investments LLC 99 - 2024-03-31 1,311 $38,000 12
   Carmichael Hill & Associates Inc. 333 - 2024-03-31 1,282 $37,000 0
   UBS Group AG *New 2023-12-31 1,078 $29,000 1,078
   Goss Wealth Management LLC 2410 *New 2023-12-31 1,097 $29,000 1,097
   WELLS FARGO & CO/MN *New 2023-12-31 920 $25,000 920
   US BANCORP *New 2023-12-31 791 $21,000 791
   Glass Jacobson Investment Advisors llc 493 - 2024-03-31 568 $17,000 5
   CAROLINAS WEALTH CONSULTING LLC 483 *New 2023-12-31 596 $16,000 596
   Financial Freedom LLC 243 - 2024-03-31 552 $16,000 6
   HARBOUR INVESTMENTS INC. 1979 *New 2023-12-31 575 $15,000 575
   FRANKLIN RESOURCES INC *New 2023-12-31 395 $11,000 395
   AdvisorNet Financial Inc 1298 - 2024-03-31 325 $9,000 0
   IFP Advisors Inc *New 2023-12-31 280 $8,000 280
   Moisand Fitzgerald Tamayo LLC 332 - 2024-03-31 286 $8,000 0
   Capital Advisors Ltd. LLC 769 - 2024-03-31 291 $8,000 3
   J P MORGAN CHASE & CO 5148 *New 2023-12-31 253 $7,000 253
   CKW FINANCIAL GROUP 185 - 2024-03-31 236 $7,000 0
   MATHER GROUP, INC. 1369 *New 2024-03-31 137 $4,000 137
   Asset Dedication LLC 866 - 2024-03-31 92 $3,000 1
   Newbridge Financial Services Group Inc. 1011 - 2024-03-31 66 $2,000 0
   Farther Finance Advisors LLC 2504 *New 2023-12-31 70 $2,000 70
   Trinity Legacy Partners LLC 104 *Closed 2024-03-31 0 $0 -34,814
   Iron Horse Wealth Management LLC 479 - 2024-03-31 1 $0 -134
   HBC Financial Services PLLC *New 2023-12-31 20 $0 20
   GRADIENT INVESTMENTS LLC 1842 *Closed 2024-03-31 0 $0 -358
   Traynor Capital Management Inc. 258 *Closed 2024-03-31 0 $0 -17,508
  84 Records found
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