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Get Institutions for : 
Fidelity Enhanced Mid Cap Etf (FMDE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    67
Total shares held : 
 2,183,014  
% of shares held : 
 24.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   67  
Amount of shares held : 
 2,063,930  
% of shares held change : 
   22.93%  
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 :
67
 2,063,930
 94.54%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 119,084
 5.46%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   FINANCIAL NETWORK 378 *New 2023-12-31 326,562 $8,915,000 326,562
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 289,801 $7,912,000 289,801
   LINCOLN NATIONAL CORP *New 2023-12-31 165,405 $4,516,000 165,405
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 884 - 2024-03-31 127,597 $3,897,000 3,497
   RAYMOND JAMES & ASSOCIATES 1924 *New 2024-03-31 94,296 $2,880,000 94,296
   FMR LLC 2082 *New 2023-12-31 103,631 $2,829,000 103,631
   Fifth Third Securities Inc. 99 - 2024-03-31 78,021 $2,383,000 -2,448
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1725 *New 2023-12-31 86,438 $2,360,000 86,438
   Advisor Group Holdings Inc. 1807 *New 2023-12-31 77,819 $2,125,000 77,819
   ENVESTNET ASSET MANAGEMENT INC 2439 *New 2023-12-31 76,244 $2,081,000 76,244
   LPL FINANCIAL CORP 2440 *New 2023-12-31 68,497 $1,870,000 68,497
   LongView Wealth Management 36 - 2024-03-31 59,266 $1,810,000 -1,767
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1721 *New 2024-03-31 54,844 $1,675,000 54,844
   PRINCIPAL SECURITIES INC. - 2023-12-31 58,050 $1,585,000 0
   HANCOCK HOLDING CO 249 *New 2023-12-31 50,750 $1,385,000 50,750
   Kestra Advisory Services LLC 1060 *New 2023-12-31 40,820 $1,114,000 40,820
   MML INVESTORS SERVICES LLC 1291 *New 2023-12-31 40,171 $1,097,000 40,171
   CITADEL ADVISORS LLC 3081 *New 2023-12-31 31,015 $847,000 31,015
   ROYAL BANK OF CANADA 3218 *New 2023-12-31 30,472 $832,000 30,472
   Certified Advisory Corp *New 2023-12-31 29,138 $795,000 29,138
   Oakmont Partners LLC 424 - 2024-03-31 24,482 $748,000 99
   Sunbelt Securities Inc. 235 - 2024-03-31 22,709 $694,000 -775
   Evanson Asset Management LLC 150 - 2024-03-31 21,061 $643,000 85
   Demars Financial Group LLC 36 - 2024-03-31 20,638 $630,000 -1,815
   H D Vest Advisory Services *New 2023-12-31 22,690 $619,000 22,690
   NWAM LLC 315 *New 2023-12-31 21,431 $585,000 21,431
   Traynor Capital Management Inc. 130 - 2024-03-31 16,266 $497,000 -35,314
   MORGAN STANLEY 5121 *New 2023-12-31 18,171 $496,000 18,171
   Cetera Investment Advisers 1499 *New 2023-12-31 17,937 $490,000 17,937
   TWIN FOCUS CAPITAL PARTNERS, LLC 97 *New 2023-12-31 16,479 $450,000 16,479
   Change Path LLC *New 2023-12-31 15,992 $437,000 15,992
   Global Assets Advisory LLC 353 *New 2024-03-31 12,468 $410,000 12,468
   Breakwater Capital Group 179 - 2024-03-31 12,014 $367,000 26
   Evergreen Private Wealth LLC 58 *New 2024-03-31 11,905 $364,000 11,905
   BB&T CORP *New 2023-12-31 13,211 $361,000 13,211
   MARINER WEALTH ADVISORS, LLC 2283 *New 2023-12-31 11,520 $315,000 11,520
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1342 *New 2023-12-31 11,480 $313,000 11,480
   Adviser Investments LLC *New 2023-12-31 10,680 $292,000 10,680
   LYNCH & ASSOCIATES/IN 109 - 2024-03-31 9,095 $278,000 1,495
   J.W. COLE ADVISORS INC. *New 2023-12-31 10,052 $274,000 10,052
   PNC FINANCIAL SERVICES GROUP INC 1938 *New 2023-12-31 9,903 $270,000 9,903
   MERCER GLOBAL ADVISORS INC /ADV 1686 *New 2023-12-31 9,625 $263,000 9,625
   Hartland & Co. LLC 418 *New 2023-12-31 9,550 $261,000 9,550
   CREATIVE PLANNING 2246 *New 2023-12-31 8,890 $243,000 8,890
   AdvisorNet Financial Inc 436 - 2024-03-31 7,857 $240,000 405
   PROSPERA FINANCIAL SERVICES 936 *New 2023-12-31 8,630 $236,000 8,630
   SEQUENT ASSET MANAGEMENT, LLC 64 - 2024-03-31 7,711 $235,000 0
   Main Street Financial Solutions LLC 475 *New 2024-03-31 7,126 $218,000 7,126
   PINNACLE ASSOCIATES LTD 784 *New 2024-03-31 6,903 $211,000 6,903
   Ground Swell Capital LLC 36 *New 2023-12-31 7,645 $209,000 7,645
   Sound Income Strategies LLC 213 *New 2024-03-31 6,618 $202,000 6,618
   Global Retirement Partners LLC 819 - 2024-03-31 5,982 $183,000 0
   HBC Financial Services PLLC *New 2023-12-31 5,352 $146,000 5,352
   Goss Wealth Management LLC 1892 *New 2023-12-31 4,104 $112,000 4,104
   FRANKLIN RESOURCES INC *New 2023-12-31 3,912 $107,000 3,912
   JFS WEALTH ADVISORS, LLC *New 2023-12-31 3,792 $104,000 3,792
   SMITHFIELD TRUST CO *New 2023-12-31 3,150 $86,000 3,150
   Glass Jacobson Investment Advisors llc 336 - 2024-03-31 1,832 $56,000 7
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 1,725 $47,000 1,725
   Financial Freedom LLC 165 - 2024-03-31 1,475 $45,000 6
   UMB BANK N A/MO 865 - 2024-03-31 1,378 $42,000 0
   HANSON MCCLAIN, INC. 1432 - 2024-03-31 1,212 $37,000 5
   CWM LLC 2488 *New 2024-03-31 1,196 $37,000 1,196
   Asset Dedication LLC 527 - 2024-03-31 908 $28,000 0
   UBS Group AG *New 2023-12-31 1,002 $27,000 1,002
   Investors Research Corp *New 2023-12-31 928 $25,000 928
   BAYSTATE WEALTH MANAGEMENT LLC *New 2023-12-31 844 $23,000 844
   LifeSteps Financial Inc. 223 *New 2024-03-31 721 $22,000 721
   HARBOUR INVESTMENTS INC. 1829 *New 2023-12-31 800 $22,000 800
   Financial Perspectives Inc 433 - 2024-03-31 405 $12,000 1
   Concord Wealth Partners *New 2023-12-31 427 $12,000 427
   Providence Capital Advisors LLC 242 *New 2023-12-31 420 $11,000 420
   CLEAR INVESTMENT RESEARCH LLC 178 *New 2023-12-31 408 $11,000 408
   CKW FINANCIAL GROUP 180 - 2024-03-31 316 $10,000 0
   MATHER GROUP, INC. 1197 *New 2024-03-31 384 $10,000 384
   MARK SHEPTOFF FINANCIAL PLANNING LLC *New 2023-12-31 328 $9,000 328
   VIMA LLC 277 - 2023-12-31 218 $6,000 0
   BANK OF MONTREAL /CAN/ *New 2023-12-31 182 $5,000 182
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC *New 2023-12-31 164 $4,000 164
   Farther Finance Advisors LLC 2503 *New 2023-12-31 58 $2,000 58
  80 Records found
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