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Get Institutions for : 
Fidelity Limited Term Bond Etf (FLTB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    2
Total shares held : 
 1,920,002  
% of shares held : 
 35.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 124,111  
% of shares held change : 
   2.29%  
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 :
4
 32,331
 1.68%
 
Increased Positions :
18
 290,377
 15.12%
 
Unchanged Positions :
9
 35,608
 1.85%
 
Decreased Positions :
23
-164,909
-8.59%
 
Closed Positions :
6
-33,688
-1.75%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1219 - 2023-12-31 293,443 $14,434,000 2,502
   UBS Group AG 1371 - 2023-12-31 235,044 $11,562,000 33,886
   COMMONWEALTH EQUITY SERVICES LLC. 718 - 2024-03-31 233,703 $11,462,000 -6,700
   JANE STREET GROUP LLC 916 - 2023-12-31 204,308 $10,050,000 168,813
   Advisor Group Holdings Inc. 807 - 2024-03-31 158,266 $7,768,000 -12,678
   MORGAN STANLEY 3979 - 2023-12-31 83,360 $4,101,000 7,403
   KESTRA PRIVATE WEALTH SERVICES LLC 277 - 2024-03-31 63,589 $3,119,000 -71,657
   BANK OF AMERICA CORP /DE/ 3213 - 2023-12-31 61,966 $3,048,000 -4,981
   GSB Wealth Management LLC 77 - 2024-03-31 33,064 $1,622,000 930
   Vestmark Advisory Solutions Inc. 249 - 2023-12-31 30,655 $1,508,000 20,796
   Levy Wealth Management Group LLC 32 - 2024-03-31 28,822 $1,418,000 0
   LPL FINANCIAL CORP 2940 - 2024-03-31 25,321 $1,242,000 -14,567
   HOYLECOHEN LLC 139 *New 2023-12-31 24,021 $1,182,000 24,021
   ISLAY CAPITAL MANAGEMENT LLC 35 - 2023-12-31 23,095 $1,136,000 11,291
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2431 - 2024-03-31 22,444 $1,101,000 22,444
   THRIVENT FINANCIAL FOR LUTHERANS 1889 - 2023-12-31 16,642 $819,000 -4,959
   MERCER GLOBAL ADVISORS INC /ADV 1084 - 2023-12-31 15,789 $777,000 -2,207
   WNY Asset Management LLC 111 - 2024-03-31 15,285 $750,000 -1,500
   Soltis Investment Advisors LLC 175 - 2024-03-31 13,617 $668,000 0
   Dynamic Advisors Solutions LLC 539 - 2024-03-31 13,311 $653,000 5,367
   McGlone Suttner Wealth Management Inc. 77 - 2024-03-31 12,796 $628,000 -493
   CITADEL ADVISORS LLC 3398 - 2023-12-31 12,426 $611,000 -11,288
   Apollon Wealth Management LLC 646 - 2024-03-31 11,628 $570,000 0
   Global Retirement Partners LLC 521 - 2024-03-31 10,628 $521,000 0
   NORRIS PERNE & FRENCH LLP/MI 95 - 2024-03-31 9,894 $485,000 -67,326
   NICOLET ADVISORY SERVICES LLC 193 - 2024-03-31 9,501 $465,000 -6
   IFP Advisors Inc 582 - 2023-12-31 9,435 $464,000 -2,100
   Koshinski Asset Management Inc. 348 - 2024-03-31 8,863 $435,000 2,740
   H D Vest Advisory Services 1138 - 2024-03-31 8,349 $409,000 2,686
   Rehmann Capital Advisory Group 373 - 2024-03-31 7,828 $384,000 331
   LINCOLN NATIONAL CORP 887 - 2024-03-31 6,886 $338,000 -219
   Advisor OS LLC 298 - 2024-03-31 6,653 $326,000 1,236
   WEALTH MANAGEMENT RESOURCES INC. 36 - 2024-03-31 5,933 $291,000 -610
   SAVANT CAPITAL MANAGEMENT INC 921 - 2024-03-31 5,711 $280,000 560
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2785 - 2024-03-31 5,381 $264,000 -22
   PROEQUITIES INC. 631 - 2024-03-31 4,590 $226,000 -270
   GREATMARK INVESTMENT PARTNERS, INC. 120 - 2024-03-31 4,610 $226,000 -1,590
   Sigma Planning Corp 1090 - 2024-03-31 4,447 $218,000 -15,810
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3025 - 2024-03-31 4,420 $217,000 -1,849
   ANCORA ADVISORS, LLC 642 - 2023-12-31 3,900 $192,000 -5,700
   ROYAL BANK OF CANADA 4786 - 2023-12-31 2,648 $130,000 27
   Glass Jacobson Investment Advisors llc 251 - 2024-03-31 2,599 $127,000 3
   Sunbelt Securities Inc. 799 - 2024-03-31 1,340 $66,000 3
   New Millennium Group LLC 111 - 2023-12-31 803 $39,000 -64
   Spire Wealth Management 1319 - 2024-03-31 735 $36,000 4
   HANSON MCCLAIN, INC. 1653 - 2024-03-31 487 $24,000 0
   CWM LLC 2780 - 2024-03-31 465 $23,000 -315
   HARBOUR INVESTMENTS INC. 1808 - 2023-12-31 460 $23,000 0
   PRINCIPAL SECURITIES INC. 2011 - 2024-03-31 395 $19,000 0
   JONES FINANCIAL COMPANIES LLLP 684 *New 2023-12-31 200 $10,000 200
   Capital Advisors Ltd. LLC 746 - 2024-03-31 188 $9,000 0
   Clarity Asset Management Inc. 161 - 2023-12-31 125 $6,000 0
   Financial Synergies Wealth Advisors Inc. 351 - 2024-03-31 39 $2,000 39
   ADVISORY SERVICES NETWORK, LLC 2770 *Closed 2024-03-31 0 $0 -1,005
   Narus Financial Partners LLC 143 *Closed 2024-03-31 0 $0 -5,035
   FMR LLC 5146 *Closed 2023-12-31 0 $0 -5,018
   Atria Wealth Solutions Inc. 2005 *Closed 2023-12-31 0 $0 -11,960
   MARINER WEALTH ADVISORS, LLC 3162 *Closed 2023-12-31 0 $0 -4,210
   WELLS FARGO & CO/MN 6845 - 2024-03-31 1 $0 0
   OmniStar Financial Group Inc. 150 *Closed 2024-03-31 0 $0 -11,369
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 144 *Closed 2024-03-31 0 $0 -16,406
  61 Records found
  1    
  Page 1 of 1
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