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Get Institutions for : 
Fidelity MSCI Industrials Index (FIDU)  
$66.18 0.47 (0.72%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    2
Total shares held : 
 5,422,584  
% of shares held : 
 51.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 224,972  
% of shares held change : 
   2.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.57  
Last Quarter's Ending Price : 
 $61.23  
Last Quarter's Average Price : 
 $56.00  
Change from last quarter's     
avg. price to the last closing  : 
10.18 (18.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 80,513
 1.48%
 
Increased Positions :
37
 591,496
 10.91%
 
Unchanged Positions :
28
 128,793
 2.38%
 
Decreased Positions :
50
-420,947
-7.76%
 
Closed Positions :
14
-26,090
-0.48%
 
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
   Lido Advisors LLC 17 - 2023-12-31 1,375,127 $84,199,000 -18,748
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 222 - 2023-12-31 591,822 $36,237,000 152,524
   AE Wealth Management LLC 119 - 2023-12-31 571,795 $34,737,000 161,897
   COMMONWEALTH EQUITY SERVICES LLC. 543 - 2023-12-31 253,569 $15,526,000 -9,025
   Full Sail Capital LLC 43 - 2023-12-31 158,553 $9,708,000 -11,842
   MORGAN STANLEY 3371 - 2023-12-31 152,212 $9,320,000 20,550
   ROYAL BANK OF CANADA 1564 - 2023-12-31 133,754 $8,189,000 11,439
   Advisor Group Holdings Inc. 995 - 2023-12-31 112,912 $6,922,000 -34,216
   AMERIPRISE FINANCIAL INC 2089 - 2023-12-31 105,341 $6,450,000 99,559
   STIFEL FINANCIAL CORP 1023 - 2023-12-31 95,781 $5,865,000 327
   ENVESTNET ASSET MANAGEMENT INC 1857 - 2023-12-31 86,426 $5,292,000 -39,454
   PERSONAL CFO SOLUTIONS LLC 20 - 2023-12-31 84,783 $5,191,000 -10,056
   ADVISORY SERVICES NETWORK, LLC 199 - 2023-12-31 76,010 $4,654,000 6,200
   BANK OF AMERICA CORP /DE/ 2923 - 2023-12-31 74,783 $4,579,000 -2,546
   Goss Wealth Management LLC 373 - 2023-12-31 74,559 $4,565,000 -8,062
   Traynor Capital Management Inc. 43 - 2024-03-31 63,707 $4,320,000 1,677
   LPL FINANCIAL CORP 1822 - 2023-12-31 65,394 $4,004,000 -14,558
   AGF MANAGEMENT LTD 300 - 2023-12-31 60,430 $3,700,000 17,908
   Yoder Wealth Management Inc. 11 - 2024-03-31 54,042 $3,665,000 -4,460
   WELLS FARGO & CO/MN 2142 - 2023-12-31 56,621 $3,467,000 11,868
   ATLAS CAPITAL ADVISORS LLC 45 - 2024-03-31 49,392 $3,349,000 7,307
   GOLDMAN SACHS GROUP INC/ 2921 - 2023-12-31 46,592 $2,853,000 33,023
   VCI Wealth Management LLC 14 - 2023-12-31 46,064 $2,820,000 0
   J P MORGAN CHASE & CO 2800 - 2023-12-31 43,414 $2,658,000 1,103
   Orion Portfolio Solutions LLC 496 - 2023-12-31 44,096 $2,646,000 -24,290
   CLS INVESTMENT FIRM LLC 383 - 2022-12-31 51,084 $2,590,000 -2,249
   Connectus Wealth LLC 229 - 2023-12-31 40,492 $2,484,000 -106,812
   Kestra Advisory Services LLC 717 - 2023-12-31 39,059 $2,392,000 15
   FMR LLC 2132 - 2023-12-31 37,384 $2,289,000 5,903
   EXCHANGE CAPITAL MANAGEMENT INC 82 - 2024-03-31 32,718 $2,219,000 -632
   EPG Wealth Management LLC 38 - 2023-12-31 35,513 $2,206,000 -2,424
   Lifeworks Advisors LLC 39 - 2023-12-31 36,014 $2,205,000 455
   U.S. Capital Wealth Advisors LLC 239 - 2023-12-31 31,332 $1,918,000 -1,764
   We Are One Seven LLC 219 *New 2023-12-31 29,063 $1,780,000 29,063
   Fifth Third Securities Inc. 123 - 2024-03-31 24,577 $1,667,000 1,187
   BB&T CORP 1338 - 2023-12-31 27,000 $1,653,000 -12,564
   CITADEL ADVISORS LLC 2486 - 2023-12-31 26,551 $1,626,000 -32,537
   KESTRA PRIVATE WEALTH SERVICES LLC 402 - 2023-12-31 26,070 $1,596,000 1,118
   LYNCH & ASSOCIATES/IN 63 - 2024-03-31 23,461 $1,591,000 -2,004
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 25,865 $1,584,000 -90
   HIGHTOWER ADVISORS, LLC 1545 - 2023-12-31 25,767 $1,561,000 1,318
   Armor Investment Advisors LLC 39 - 2024-03-31 22,894 $1,552,000 1,167
   Trail Ridge Investment Advisors LLC 36 - 2023-12-31 23,710 $1,452,000 -1,182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1491 - 2024-03-31 20,754 $1,407,000 -10,305
   Beaumont Financial Advisors LLC 118 - 2023-12-31 22,321 $1,367,000 -24,871
   KCM INVESTMENT ADVISORS LLC 185 - 2023-12-31 21,496 $1,316,000 17,684
   TRUST CO OF OKLAHOMA 59 - 2024-03-31 16,273 $1,103,000 2,039
   CSM Advisors LLC 99 - 2023-12-31 16,900 $1,035,000 0
   Mutual Advisors LLC 455 - 2023-12-31 15,764 $965,000 -161
   Sunbelt Securities Inc. 187 - 2024-03-31 14,008 $950,000 21
   LEVEL FOUR ADVISORY SERVICES LLC 321 - 2023-12-31 14,133 $865,000 -50
   Stonebridge Financial Planning Group LLC 57 - 2023-12-31 13,040 $798,000 -798
   Ariel Capital Advisors LLC 88 - 2023-12-31 13,000 $796,000 0
   ESSEX FINANCIAL SERVICES INC 243 - 2024-03-31 11,233 $762,000 3,674
   Snowden Capital Advisors LLC 544 - 2023-12-31 11,259 $689,000 379
   STEPHENS INC /AR/ 657 - 2023-12-31 10,655 $652,000 0
   BP WEALTH MANAGEMENT LLC 417 - 2023-12-31 10,469 $641,000 -3,481
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2319 - 2024-03-31 9,422 $639,000 85
   MML INVESTORS SERVICES LLC 1631 - 2023-12-31 10,116 $619,000 3,476
   Cetera Investment Advisers 1419 - 2023-12-31 9,312 $570,000 -1,065
   CENTAURUS FINANCIAL INC. 346 - 2023-12-31 8,904 $545,000 -117
   Continuum Advisory LLC 277 - 2023-12-31 8,376 $513,000 0
   FLOW TRADERS U.S. LLC 485 *New 2023-12-31 7,900 $484,000 7,900
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1268 - 2023-09-30 8,702 $471,000 18
   MONTAG A & ASSOCIATES INC 306 - 2023-12-31 7,636 $468,000 2,345
   Maltin Wealth Management Inc. 77 - 2024-03-31 6,872 $466,000 10
   Ameritas Advisory Services LLC 441 - 2023-12-31 7,527 $463,000 846
   Integrated Advisors Network LLC 463 - 2023-12-31 7,318 $448,000 484
   B.O.S.S. Retirement Advisors LLC 186 - 2023-12-31 7,158 $438,000 3,002
   One Wealth Management Investment & Advisory Servic - 2023-12-31 6,042 $370,000 0
   WHALEROCK POINT PARTNERS LLC 112 - 2023-12-31 5,890 $361,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4229 - 2023-12-31 5,762 $353,000 -25,522
   MERCER GLOBAL ADVISORS INC /ADV 1538 - 2023-12-31 5,411 $331,000 -537
   Pathstone Holdings LLC 1774 - 2023-12-31 5,266 $322,000 0
   Brookstone Capital Management 732 - 2024-03-31 4,674 $317,000 -392
   TOWNSQUARE CAPITAL LLC 905 - 2023-12-31 5,077 $311,000 -111
   JANNEY MONTGOMERY SCOTT LLC 2193 - 2023-12-31 4,899 $300,000 -9,668
   Centennial Wealth Advisory LLC 100 - 2024-03-31 4,418 $300,000 636
   Valley Brook Capital Group 89 - 2023-12-31 4,721 $289,000 185
   Kingdom Financial Group LLC. 58 - 2023-12-31 4,619 $283,000 500
   FINANCIAL NETWORK 2291 *New 2023-12-31 4,501 $276,000 4,501
   J.W. COLE ADVISORS INC. 685 - 2023-12-31 4,249 $260,000 55
   Crumly & Associates Inc. 115 - 2023-12-31 4,175 $256,000 0
   Signal Advisors Wealth LLC 253 *New 2024-03-31 3,740 $254,000 3,740
   Larson Financial Group LLC 299 - 2023-12-31 4,116 $252,000 86
   PRUDENTIAL FINANCIAL INC 2369 *New 2023-12-31 4,050 $248,000 4,050
   Ausdal Financial Partners Inc. 415 - 2024-03-31 3,394 $230,000 90
   TOWER RESEARCH CAPITAL LLC 2018 *New 2023-12-31 3,617 $221,000 3,617
   Atria Wealth Solutions Inc. 1692 - 2023-12-31 3,617 $221,000 3,617
   MARINER WEALTH ADVISORS, LLC 2653 - 2023-12-31 3,403 $208,000 -2,877
   LongView Wealth Management 169 *New 2024-03-31 3,051 $207,000 3,051
   Rosenberg Matthew Hamilton 193 - 2024-03-31 2,886 $194,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 438 - 2023-12-31 2,607 $160,000 0
   Bogart Wealth LLC 219 - 2024-03-31 2,295 $156,000 0
   Canton Hathaway LLC 106 - 2023-12-31 2,300 $141,000 -600
   Qube Research & Technologies Ltd 2608 - 2023-12-31 2,090 $128,000 -28
   COMERICA BANK 2427 - 2023-12-31 2,007 $123,000 131
   Parallel Advisors LLC 1071 - 2023-12-31 1,802 $110,000 -1,499
   Advisors Preferred LLC - 2023-12-31 1,814 $110,000 1,814
   FRANKLIN RESOURCES INC 2395 - 2023-12-31 1,687 $103,000 0
  100 Records found
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