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Get Institutions for : 
Fidelity MSCI Industrials Index (FIDU)  
$67.24 0.08 (0.12%) as of 4:30 Fri 5/17


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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  : 
11.24 (20.07%)  




 
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
   Ariel Capital Advisors LLC 87 - 2024-03-31 13,000 $882,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 326 - 2024-03-31 14,133 $865,000 0
   STEPHENS INC /AR/ 672 - 2024-03-31 10,655 $723,000 0
   Continuum Advisory LLC 213 - 2024-03-31 8,376 $565,000 0
   WHALEROCK POINT PARTNERS LLC 116 - 2024-03-31 5,890 $399,000 0
   Crumly & Associates Inc. 120 - 2024-03-31 4,175 $283,000 0
   Atria Wealth Solutions Inc. 1675 - 2024-03-31 3,617 $245,000 0
   Rosenberg Matthew Hamilton 193 - 2024-03-31 2,886 $194,000 0
   Bogart Wealth LLC 219 - 2024-03-31 2,295 $156,000 0
   Canton Hathaway LLC 104 - 2024-03-31 2,300 $156,000 0
   Qube Research & Technologies Ltd 2704 - 2024-03-31 2,090 $142,000 0
   Parallel Advisors LLC 1075 - 2024-03-31 1,802 $122,000 0
   FRANKLIN RESOURCES INC 2560 - 2024-03-31 1,687 $114,000 0
   UBS Group AG 4997 - 2024-03-31 1,655 $112,000 0
   Colonial Trust Co / SC 520 - 2024-03-31 689 $47,000 0
   Archer Investment Corp 429 - 2024-03-31 526 $36,000 0
   Princeton Global Asset Management LLC 305 - 2024-03-31 518 $35,000 0
   GODSEY & GIBB ASSOCIATES 203 - 2024-03-31 411 $28,000 0
   SYM FINANCIAL CORPORATION 144 - 2024-03-31 365 $25,000 0
   FIFTH THIRD BANCORP 1655 - 2024-03-31 300 $20,000 0
   Missouri Trust & Investment Co 268 - 2024-03-31 300 $20,000 0
   Capital Investment Advisory Services LLC 757 - 2024-03-31 268 $18,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 562 - 2024-03-31 207 $14,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1756 - 2024-03-31 185 $13,000 0
   Element Wealth LLC 220 - 2024-03-31 173 $12,000 0
   Householder Group Estate & Retirement Specialist L 802 - 2024-03-31 145 $10,000 0
   NBC SECURITIES INC. 1691 - 2024-03-31 140 $9,000 0
   DecisionPoint Financial LLC 182 - 2024-03-31 108 $7,000 0
   KISTLERTIFFANY COMPANIES, LLC 737 - 2023-06-30 120 $7,000 0
   Atlantic Trust LLC 387 - 2024-03-31 63 $4,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1931 - 2024-03-31 50 $3,000 0
   Farther Finance Advisors LLC 2737 - 2024-03-31 17 $1,000 0
   Coston McIsaac & Partners 642 - 2024-03-31 9 $0 0
   HANSON MCCLAIN, INC. 3485 - 2024-03-31 1 $0 0

  34 Records found
  1    
  Page 1 of 1
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