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Get Institutions for : 
Fidelity MSCI Financials INDEX (FNCL)  
$59.50 0.57 (0.97%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 181    1
Total shares held : 
 9,756,445  
% of shares held : 
 47.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -167,569  
% of shares held change : 
   -0.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.08  
Last Quarter's Ending Price : 
 $53.55  
Last Quarter's Average Price : 
 $48.72  
Change from last quarter's     
avg. price to the last closing  : 
10.78 (22.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 302,061
 3.1%
 
Increased Positions :
55
 773,388
 7.93%
 
Unchanged Positions :
47
 168,003
 1.72%
 
Decreased Positions :
59
-990,207
-10.15%
 
Closed Positions :
21
-252,811
-2.59%
 
Guru Positions :
1
4,485
 0.05%
 
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
   Global Wealth Management Investment Advisory Inc. 166 *Closed 2024-03-31 0 $0 -100
   Pinnacle Wealth Management Group Inc. 111 *Closed 2024-03-31 0 $0 -33,392
   Crewe Advisors LLC 370 *Closed 2023-12-31 0 $0 -59
   FLOW TRADERS U.S. LLC 925 *Closed 2023-12-31 0 $0 -22,765
   McGlone Suttner Wealth Management Inc. 447 *Closed 2024-03-31 0 $0 -1,900
   TOWER RESEARCH CAPITAL LLC 5899 *Closed 2023-12-31 0 $0 -26,343
   GUNN & Co INVESTMENT MANAGEMENT INC. 79 *Closed 2024-03-31 0 $0 -4,426
   Larson Financial Group LLC 1735 *Closed 2024-03-31 0 $0 -235
   RICHARD C YOUNG & CO LTD 77 *Closed 2024-03-31 0 $0 -44,638
   Investment Research & Advisory Group Inc. 214 *Closed 2024-03-31 0 $0 -37
   RAYMOND JAMES & ASSOCIATES 3929 *Closed 2024-03-31 0 $0 -5,391
   Stonebridge Capital Advisors LLC 798 *Closed 2023-12-31 0 $0 -58
   U.S. Capital Wealth Advisors LLC 681 *Closed 2024-03-31 0 $0 -13,551
   GRADIENT INVESTMENTS LLC 1716 *Closed 2024-03-31 0 $0 -23
   Advisors Preferred LLC 223 *Closed 2024-03-31 0 $0 -405
   J.W. COLE ADVISORS INC. 899 *Closed 2024-03-31 0 $0 -5,491
   JANE STREET GROUP LLC 5903 *Closed 2023-12-31 0 $0 -14,913
   First Command Advisory Services Inc. 618 *Closed 2024-03-31 0 $0 -57
   WIN ADVISORS INC 61 *Closed 2024-03-31 0 $0 -56,589
   CITADEL ADVISORS LLC 6408 *Closed 2023-12-31 0 $0 -53,083
   Beacon Capital Management LLC 1029 *Closed 2023-12-31 0 $0 -64
   Bouvel Investment Partners LLC 77 *Closed 2024-03-31 0 $0 -24,402
  22 Records found
  1    
  Page 1 of 1
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