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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    34
Total shares held : 
 812,203  
% of shares held : 
 9.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 812,064  
% of shares held change : 
   9.02%  
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 :
34
 812,064
 99.98%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 139
 0.02%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 216,047 $6,082,000 216,047
   FMR LLC 2041 *New 2023-12-31 119,424 $3,362,000 119,424
   Keystone Wealth Services LLC 66 *New 2024-03-31 37,716 $1,133,000 37,716
   CITADEL ADVISORS LLC 2864 *New 2023-12-31 38,092 $1,072,000 38,092
   LPL FINANCIAL CORP 3276 *New 2023-12-31 26,283 $740,000 26,283
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3327 *New 2023-12-31 24,116 $679,000 24,116
   ENVESTNET ASSET MANAGEMENT INC 3188 *New 2023-12-31 21,910 $617,000 21,910
   MML INVESTORS SERVICES LLC 1666 *New 2023-12-31 20,548 $578,000 20,548
   Kestra Advisory Services LLC 1468 *New 2023-12-31 19,285 $543,000 19,285
   FINANCIAL NETWORK 1824 *New 2023-12-31 18,776 $529,000 18,776
   ROYAL BANK OF CANADA 3716 *New 2023-12-31 16,395 $462,000 16,395
   LINCOLN NATIONAL CORP *New 2023-12-31 13,131 $370,000 13,131
   Sunbelt Securities Inc. 382 - 2024-03-31 12,165 $366,000 -47
   JANNEY MONTGOMERY SCOTT LLC *New 2023-12-31 11,581 $326,000 11,581
   Financial Perspectives Inc 101 - 2024-03-31 10,714 $322,000 14
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2713 - 2024-03-31 9,559 $287,000 2,215
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2864 *New 2024-03-31 9,242 $278,000 9,242
   Traynor Capital Management Inc. 198 - 2024-03-31 7,151 $215,000 -20,253
   MERCER GLOBAL ADVISORS INC /ADV 1804 *New 2023-12-31 7,487 $211,000 7,487
   Hartland & Co. LLC 482 *New 2023-12-31 5,765 $162,000 5,765
   Advisor Group Holdings Inc. 4480 *New 2023-12-31 3,168 $89,000 3,168
   MORGAN STANLEY 5862 *New 2023-12-31 2,336 $66,000 2,336
   Larson Financial Group LLC *New 2023-12-31 1,688 $48,000 1,688
   Concord Wealth Partners *New 2023-12-31 1,549 $44,000 1,549
   EverSource Wealth Advisors LLC *New 2023-12-31 1,183 $33,000 1,183
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2226 *New 2023-12-31 1,071 $30,000 1,071
   Steward Partners Investment Advisory LLC 2215 *New 2023-12-31 999 $28,000 999
   WELLS FARGO & CO/MN *New 2023-12-31 855 $24,000 855
   BAYSTATE WEALTH MANAGEMENT LLC *New 2023-12-31 784 $22,000 784
   PNC FINANCIAL SERVICES GROUP INC 3571 *New 2023-12-31 458 $13,000 458
   AdvisorNet Financial Inc 1221 - 2024-03-31 387 $12,000 0
   BANK OF MONTREAL /CAN/ *New 2023-12-31 340 $10,000 340
   HARBOUR INVESTMENTS INC. 2314 *New 2023-12-31 200 $6,000 200
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 228 $6,000 228
   PRINCIPAL SECURITIES INC. - 2023-12-31 139 $4,000 0
   CKW FINANCIAL GROUP 202 - 2024-03-31 96 $3,000 0
   Apella Capital LLC 296 *Closed 2024-03-31 0 $0 -180,222
  37 Records found
  1    
  Page 1 of 1
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