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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
   Full Sail Capital LLC 42 - 2024-03-31 157,286 $10,666,000 -1,267
   ROYAL BANK OF CANADA 1598 - 2024-03-31 122,568 $8,312,000 -11,186
   AMERIPRISE FINANCIAL INC 2038 - 2024-03-31 103,707 $7,032,000 -1,634
   Advisor Group Holdings Inc. 864 - 2024-03-31 99,598 $6,764,000 -13,314
   STIFEL FINANCIAL CORP 1011 - 2024-03-31 95,619 $6,484,000 -162
   PERSONAL CFO SOLUTIONS LLC 19 - 2024-03-31 84,005 $5,696,000 -778
   ADVISORY SERVICES NETWORK, LLC 204 - 2024-03-31 75,568 $5,124,000 -442
   ENVESTNET ASSET MANAGEMENT INC 1968 - 2024-03-31 73,455 $4,981,000 -12,971
   WELLS FARGO & CO/MN 2145 - 2024-03-31 55,685 $3,776,000 -936
   Yoder Wealth Management Inc. 11 - 2024-03-31 54,042 $3,665,000 -4,460
   J P MORGAN CHASE & CO 2751 - 2024-03-31 43,119 $2,924,000 -295
   VCI Wealth Management LLC 15 - 2024-03-31 38,359 $2,601,000 -7,705
   CLS INVESTMENT FIRM LLC 383 - 2022-12-31 51,084 $2,590,000 -2,249
   GOLDMAN SACHS GROUP INC/ 3048 - 2024-03-31 35,926 $2,436,000 -10,666
   EPG Wealth Management LLC 37 - 2024-03-31 34,796 $2,360,000 -717
   EXCHANGE CAPITAL MANAGEMENT INC 82 - 2024-03-31 32,718 $2,219,000 -632
   We Are One Seven LLC 233 - 2024-03-31 26,945 $1,827,000 -2,118
   Orion Portfolio Solutions LLC 726 - 2024-03-31 25,397 $1,722,000 -18,699
   LYNCH & ASSOCIATES/IN 63 - 2024-03-31 23,461 $1,591,000 -2,004
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1491 - 2024-03-31 20,754 $1,407,000 -10,305
   BB&T CORP 1431 - 2024-03-31 20,525 $1,392,000 -6,475
   Trail Ridge Investment Advisors LLC 36 - 2024-03-31 20,348 $1,380,000 -3,362
   Beaumont Financial Advisors LLC 125 - 2024-03-31 18,447 $1,251,000 -3,874
   MML INVESTORS SERVICES LLC 1632 - 2024-03-31 9,872 $669,000 -244
   BP WEALTH MANAGEMENT LLC 443 - 2024-03-31 8,587 $582,000 -1,882
   Cetera Investment Advisers 1197 - 2024-03-31 7,345 $498,000 -1,967
   CENTAURUS FINANCIAL INC. 394 - 2024-03-31 6,907 $468,000 -1,997
   B.O.S.S. Retirement Advisors LLC 106 - 2024-03-31 7,052 $432,000 -106
   One Wealth Management Investment & Advisory Servic 82 - 2024-03-31 5,180 $351,000 -862
   JANNEY MONTGOMERY SCOTT LLC 2261 - 2024-03-31 4,884 $331,000 -15
   Brookstone Capital Management 732 - 2024-03-31 4,674 $317,000 -392
   J.W. COLE ADVISORS INC. 709 - 2024-03-31 4,129 $280,000 -120
   Larson Financial Group LLC 322 - 2024-03-31 4,060 $275,000 -56
   CREATIVE FINANCIAL DESIGNS INC /ADV 532 - 2024-03-31 1,707 $116,000 -900
   Global Retirement Partners LLC 1471 - 2024-03-31 603 $41,000 -341
   HARBOUR INVESTMENTS INC. 1566 - 2023-12-31 638 $39,000 -1,073
   TUCKER ASSET MANAGEMENT LLC 299 - 2023-12-31 503 $31,000 -5
   IFP Advisors Inc 2107 - 2023-12-31 204 $12,000 -18
   Creekmur Asset Management LLC 907 - 2024-03-31 0 $0 -1

  39 Records found
  1    
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