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Get Institutions for : 
Fidelity Growth Opportunities Etf (FGRO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
 2,647,583  
% of shares held : 
 2.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 263,143  
% of shares held change : 
   0.29%  
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 :
5
 35,792
 1.35%
 
Increased Positions :
17
 345,091
 13.03%
 
Unchanged Positions :
6
 48,711
 1.84%
 
Decreased Positions :
8
-29,644
-1.12%
 
Closed Positions :
4
-88,096
-3.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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. 576 - 2024-03-31 737,122 $16,113,000 68,121
   Kestra Advisory Services LLC 171 - 2023-12-31 818,057 $15,517,000 141,667
   FINANCIAL MANAGEMENT NETWORK INC 25 - 2024-03-31 178,926 $3,857,000 1,406
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 18 - 2024-03-31 159,043 $3,477,000 3,375
   Atria Wealth Solutions Inc. 561 - 2023-12-31 118,396 $2,246,000 17,764
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1318 - 2024-03-31 84,476 $1,847,000 -12,630
   H D Vest Advisory Services 557 - 2023-12-31 87,732 $1,664,000 1,606
   Empire Life Investments Inc. 82 - 2024-03-31 53,700 $1,174,000 -4,300
   McGlone Suttner Wealth Management Inc. 52 - 2024-03-31 52,622 $1,150,000 2,000
   FINANCIAL NETWORK 1459 - 2023-12-31 45,887 $870,000 1,160
   LINCOLN NATIONAL CORP - 2024-03-31 39,476 $863,000 -400
   Sunbelt Securities Inc. 215 - 2024-03-31 36,526 $798,000 12,117
   MULTIFINANCIAL SECURITIES CORP 947 - 2023-12-31 36,494 $692,000 1,217
   STIFEL FINANCIAL CORP 2474 - 2023-12-31 30,348 $576,000 0
   Sigma Planning Corp - 2024-03-31 20,916 $457,000 20,916
   BENJAMIN F. EDWARDS & COMPANY INC. 678 - 2024-03-31 19,984 $437,000 -12,025
   RFG Advisory Group LLC 544 - 2024-03-31 18,401 $402,000 245
   ROYAL BANK OF CANADA 3867 - 2023-12-31 20,460 $388,000 -21,159
   JANNEY MONTGOMERY SCOTT LLC 2189 - 2024-03-31 16,780 $367,000 100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4178 - 2023-12-31 19,328 $367,000 154
   WILEY BROS.-AINTREE CAPITAL LLC 333 - 2024-03-31 16,402 $359,000 -1,416
   AVAII WEALTH MANAGEMENT LLC - 2024-03-31 13,535 $296,000 1,235
   Adviser Investments LLC - 2024-03-31 11,090 $242,000 -22,346
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - 2024-03-31 10,497 $229,000 0
   BANCORPSOUTH BANK 306 *New 2023-12-31 12,042 $228,000 12,042
   DAVENPORT & CO LLC *New 2024-03-31 9,860 $216,000 9,860
   TWO SIGMA INVESTMENTS LLC 2692 *New 2023-12-31 10,700 $203,000 10,700
   IFP Advisors Inc 970 - 2023-12-31 9,525 $181,000 7,700
   PRINCIPAL SECURITIES INC. 1028 - 2023-12-31 7,597 $144,000 0
   MORGAN STANLEY 5649 - 2023-12-31 6,927 $131,000 0
   Financial Perspectives Inc 256 - 2024-03-31 2,783 $61,000 0
   Qube Research & Technologies Ltd 3058 - 2023-12-31 1,056 $20,000 0
   CWM LLC 2935 - 2024-03-31 845 $18,000 -5,300
   NATIONAL BANK OF CANADA /FI/ 1986 *New 2023-12-31 550 $10,000 550
   Venturi Wealth Management LLC 1199 - 2024-03-31 155 $3,000 0
   UBS Group AG 6626 - 2023-12-31 103 $2,000 -572
   CITADEL ADVISORS LLC 5542 *Closed 2023-12-31 0 $0 -22,272
   FLOW TRADERS U.S. LLC 809 *Closed 2023-12-31 0 $0 -31,720
   Larson Financial Group LLC *Closed 2024-03-31 0 $0 -200
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   ENVESTNET ASSET MANAGEMENT INC 4198 *Closed 2023-12-31 0 $0 -17,867
  41 Records found
  1    
  Page 1 of 1
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