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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
   COMMONWEALTH EQUITY SERVICES LLC. 655 - 2023-12-31 240,403 $11,825,000 34,179
   UBS Group AG 1371 - 2023-12-31 235,044 $11,562,000 33,886
   JANE STREET GROUP LLC 916 - 2023-12-31 204,308 $10,050,000 168,813
   Advisor Group Holdings Inc. 888 - 2023-12-31 170,944 $8,415,000 -15,531
   KESTRA PRIVATE WEALTH SERVICES LLC 150 - 2023-12-31 135,246 $6,653,000 3,458
   MORGAN STANLEY 3979 - 2023-12-31 83,360 $4,101,000 7,403
   BANK OF AMERICA CORP /DE/ 3213 - 2023-12-31 61,966 $3,048,000 -4,981
   LPL FINANCIAL CORP 2394 - 2023-12-31 39,888 $1,962,000 -4,731
   GSB Wealth Management LLC 71 - 2023-12-31 32,134 $1,581,000 -449
   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
   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
   Sigma Planning Corp 270 - 2023-12-31 20,257 $996,000 -23,960
   WNY Asset Management LLC 100 - 2023-12-31 16,785 $826,000 8,835
   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
   Soltis Investment Advisors LLC - 2023-12-31 13,617 $670,000 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 608 - 2023-12-31 11,628 $572,000 1,000
   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 173 - 2023-12-31 9,507 $466,000 -5,371
   IFP Advisors Inc 582 - 2023-12-31 9,435 $464,000 -2,100
   Rehmann Capital Advisory Group 378 - 2023-12-31 7,497 $369,000 -1,834
   LINCOLN NATIONAL CORP 797 *New 2023-12-31 7,105 $350,000 7,105
   GREATMARK INVESTMENT PARTNERS, INC. 107 - 2023-12-31 6,200 $305,000 -4,030
   Koshinski Asset Management Inc. 393 - 2023-12-31 6,123 $301,000 -683
   WEALTH MANAGEMENT RESOURCES INC. 36 - 2024-03-31 5,933 $291,000 -610
   H D Vest Advisory Services 1266 - 2023-12-31 5,663 $279,000 -1,657
   Advisor OS LLC 275 - 2023-12-31 5,417 $266,000 13
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2785 - 2024-03-31 5,381 $264,000 -22
   SAVANT CAPITAL MANAGEMENT INC 743 - 2023-12-31 5,151 $253,000 101
   PROEQUITIES INC. 603 - 2023-12-31 4,860 $240,000 0
   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
   ADVISORY SERVICES NETWORK, LLC 1993 *New 2023-12-31 1,005 $49,000 1,005
   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. 1920 - 2023-12-31 395 $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
   WELLS FARGO & CO/MN 6106 - 2023-12-31 1 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6240 *Closed 2023-12-31 0 $0 -6,866
   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
   OmniStar Financial Group Inc. 150 *Closed 2024-03-31 0 $0 -11,369
   Absolute Capital Management LLC 98 *Closed 2023-12-31 0 $0 -5,447
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 144 *Closed 2024-03-31 0 $0 -16,406
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2022 *Closed 2023-12-31 0 $0 -187
  63 Records found
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  Page 1 of 1
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