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Get Institutions for : 
Fidelity MSCI Industrials Index (FIDU)  
$67.16 0.61 (0.9%) as of 4:30 Thu 5/16


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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  : 
11.16 (19.93%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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. 540 - 2024-03-31 256,828 $17,416,000 3,259
   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
   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
   LPL FINANCIAL CORP 1767 - 2024-03-31 74,091 $5,024,000 8,697
   Traynor Capital Management Inc. 43 - 2024-03-31 63,707 $4,320,000 1,677
   AGF MANAGEMENT LTD 300 - 2023-12-31 60,430 $3,700,000 17,908
   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
   Lifeworks Advisors LLC 40 - 2024-03-31 38,727 $2,626,000 2,713
   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
   U.S. Capital Wealth Advisors LLC 218 - 2024-03-31 31,352 $2,126,000 20
   SMITH, SALLEY & ASSOCIATES 95 - 2024-03-31 30,767 $2,086,000 4,902
   KESTRA PRIVATE WEALTH SERVICES LLC 398 - 2024-03-31 26,584 $1,803,000 514
   HIGHTOWER ADVISORS, LLC 1474 - 2024-03-31 25,844 $1,749,000 77
   Fifth Third Securities Inc. 123 - 2024-03-31 24,577 $1,667,000 1,187
   Armor Investment Advisors LLC 39 - 2024-03-31 22,894 $1,552,000 1,167
   KCM INVESTMENT ADVISORS LLC 184 - 2024-03-31 21,548 $1,461,000 52
   Mutual Advisors LLC 430 - 2024-03-31 17,164 $1,164,000 1,400
   TRUST CO OF OKLAHOMA 59 - 2024-03-31 16,273 $1,103,000 2,039
   Sunbelt Securities Inc. 187 - 2024-03-31 14,008 $950,000 21
   ESSEX FINANCIAL SERVICES INC 243 - 2024-03-31 11,233 $762,000 3,674
   MONTAG A & ASSOCIATES INC 280 - 2024-03-31 11,030 $748,000 3,394
   Snowden Capital Advisors LLC 544 - 2023-12-31 11,259 $689,000 379
   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
   Integrated Advisors Network LLC 422 - 2024-03-31 8,507 $577,000 1,189
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1268 - 2023-09-30 8,702 $471,000 18
   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
   LINCOLN NATIONAL CORP 868 - 2024-03-31 5,170 $351,000 5,170
   Valley Brook Capital Group 85 - 2024-03-31 4,961 $336,000 240
   Centennial Wealth Advisory LLC 100 - 2024-03-31 4,418 $300,000 636
   Sigma Planning Corp 974 - 2024-03-31 4,200 $285,000 4,200
   Kingdom Financial Group LLC. 58 - 2023-12-31 4,619 $283,000 500
   Ausdal Financial Partners Inc. 415 - 2024-03-31 3,394 $230,000 90
   Atria Wealth Solutions Inc. 1692 - 2023-12-31 3,617 $221,000 3,617
   Advisors Preferred LLC 116 - 2024-03-31 3,098 $208,000 1,284
   COMERICA BANK 2427 - 2023-12-31 2,007 $123,000 131
   AMERICAN NATIONAL BANK 272 - 2024-03-31 1,165 $79,000 450
   CWM LLC 2359 - 2024-03-31 652 $44,000 200
   Colonial Trust Co / SC 531 - 2023-12-31 689 $42,000 393
   PROEQUITIES INC. 1486 - 2024-03-31 306 $21,000 71
   CITIGROUP INC 4087 - 2024-03-31 317 $21,000 2
   SIMPLEX TRADING LLC 1804 - 2024-03-31 182 $12,000 43
   Register Financial Advisors LLC 698 - 2024-03-31 8 $1,000 8

  50 Records found
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