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Get Institutions for : 
Fidelity New Millennium Etf (FMIL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    6
Total shares held : 
 1,390,195  
% of shares held : 
 15.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 1,076,185  
% of shares held change : 
   11.96%  
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 :
8
 812,735
 58.46%
 
Increased Positions :
8
 276,081
 19.86%
 
Unchanged Positions :
5
 804
 0.06%
 
Decreased Positions :
1
-319
-0.02%
 
Closed Positions :
2
-12,312
-0.89%
 
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
   Beaumont Financial Advisors LLC 14 *New 2023-12-31 571,640 $20,688,000 571,640
   COMMONWEALTH EQUITY SERVICES LLC. 743 - 2024-03-31 262,149 $10,945,000 26,136
   Kestra Advisory Services LLC 547 - 2023-12-31 104,491 $3,782,000 16,787
   MML INVESTORS SERVICES LLC 731 - 2023-12-31 101,263 $3,665,000 21,557
   ENVESTNET ASSET MANAGEMENT INC 2125 - 2023-12-31 96,368 $3,488,000 18,066
   Atria Wealth Solutions Inc. 792 *New 2023-12-31 32,419 $1,173,000 32,419
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 26,066 $1,088,000 18,148
   Envestnet Portfolio Solutions Inc. 890 *New 2023-12-31 20,501 $742,000 20,501
   Streettalk Advisors LLC - 2024-03-31 16,034 $669,000 -141,080
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2039 *New 2024-03-31 15,448 $645,000 15,448
   THOROUGHBRED FINANCIAL SERVICES LLC 325 - 2023-12-31 16,300 $589,000 6,510
   GTS SECURITIES LLC 901 *New 2023-12-31 13,766 $498,000 13,766
   ROYAL BANK OF CANADA 3663 - 2023-12-31 13,578 $491,000 445
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 8,839 $369,000 1,015
   HARTLINE INVESTMENT CORP/ 254 *New 2024-03-31 8,839 $369,000 8,839
   J.W. COLE ADVISORS INC. - 2024-03-31 6,240 $261,000 1
   ADVISORY SERVICES NETWORK, LLC 1530 *New 2023-12-31 3,232 $117,000 3,232
   CWM LLC 2266 - 2024-03-31 1,229 $51,000 1,219
   UBS Group AG 5724 - 2023-12-31 605 $22,000 605
   PRINCIPAL SECURITIES INC. 1952 - 2023-12-31 500 $18,000 0
   Advisor Group Holdings Inc. 5950 - 2023-12-31 164 $6,000 0
   Central Pacific Bank - Trust Division 744 - 2024-03-31 121 $5,000 0
   Steward Partners Investment Advisory LLC 2952 - 2023-12-31 130 $5,000 0
   MORGAN STANLEY 6652 - 2023-12-31 120 $4,000 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   FMR LLC 5395 *Closed 2023-12-31 0 $0 -1
   CITADEL ADVISORS LLC 6320 *Closed 2023-12-31 0 $0 -12,311
  27 Records found
  1    
  Page 1 of 1
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