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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Levy Wealth Management Group LLC 32 - 2024-03-31 28,822 $1,418,000 0
   Soltis Investment Advisors LLC 175 - 2024-03-31 13,617 $668,000 0
   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
   HANSON MCCLAIN, INC. 1653 - 2024-03-31 487 $24,000 0
   HARBOUR INVESTMENTS INC. 1808 - 2023-12-31 460 $23,000 0
   PRINCIPAL SECURITIES INC. 2011 - 2024-03-31 395 $19,000 0
   Capital Advisors Ltd. LLC 746 - 2024-03-31 188 $9,000 0
   WELLS FARGO & CO/MN 6845 - 2024-03-31 1 $0 0

  9 Records found
  1    
  Page 1 of 1
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