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Get Institutions for : 
Fidelity Quality Factor Etf (FQAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    5
Total shares held : 
 4,474,443  
% of shares held : 
 49.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 955,977  
% of shares held change : 
   10.62%  
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 :
5
 19,506
 0.44%
 
Increased Positions :
31
 1,243,611
 27.79%
 
Unchanged Positions :
13
 66,407
 1.48%
 
Decreased Positions :
20
-230,471
-5.15%
 
Closed Positions :
10
-76,669
-1.71%
 
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 582 - 2023-12-31 1,009,324 $54,847,000 142,310
   FMR LLC 1351 - 2023-12-31 766,801 $41,668,000 625,511
   Kestra Advisory Services LLC 102 - 2023-12-31 447,411 $24,312,000 111,201
   LPL FINANCIAL CORP 2197 - 2024-03-31 48,449 $2,856,000 22,366
   AE Wealth Management LLC 792 - 2023-12-31 49,996 $2,760,000 3,452
   Cetera Investment Advisers 727 - 2023-12-31 43,336 $2,355,000 1,788
   BANK OF AMERICA CORP /DE/ 3408 - 2023-12-31 42,819 $2,327,000 127
   LINCOLN NATIONAL CORP 316 - 2024-03-31 36,040 $2,124,000 895
   Rockefeller Capital Management L.P. 968 - 2023-12-31 31,291 $1,700,000 5,122
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 875 - 2023-12-31 24,666 $1,340,000 263
   MADDEN ADVISORY SERVICES, INC. 35 - 2024-03-31 21,866 $1,289,000 1,039
   BIONDO INVESTMENT ADVISORS LLC 56 - 2023-12-31 23,001 $1,250,000 1,925
   PRUDENTIAL CORP PLC 631 - 2023-12-31 15,753 $856,000 4,290
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1418 - 2024-03-31 11,313 $667,000 876
   Beverly Hills Private Wealth LLC 180 - 2024-03-31 9,000 $530,000 2,370
   FINANCIAL NETWORK 1838 - 2023-12-31 9,634 $524,000 816
   Prime Capital Investment Advisors LLC - 2023-12-31 7,478 $406,000 504
   Hoxton Planning & Management LLC 97 - 2024-03-31 6,737 $397,000 2
   ATLAS BROWNINC 137 - 2024-03-31 6,519 $384,000 586
   Colonial Trust Co / SC 187 - 2023-12-31 6,149 $335,000 3,942
   GOLDMAN SACHS GROUP INC/ 4011 - 2023-12-31 5,979 $325,000 5,979
   Almanack Investment Partners LLC. 140 - 2024-03-31 5,287 $312,000 893
   ROYAL BANK OF CANADA 4129 - 2023-12-31 5,350 $291,000 2,238
   CENTAURUS FINANCIAL INC. 511 - 2023-12-31 4,890 $266,000 54
   Atria Wealth Solutions Inc. 1581 - 2023-12-31 4,783 $260,000 7
   Sigma Planning Corp 1031 - 2024-03-31 4,199 $248,000 175
   Envestnet Portfolio Solutions Inc. 1562 - 2024-03-31 3,434 $202,000 3,434
   Global Retirement Partners LLC 2020 - 2024-03-31 204 $12,000 204
  28 Records found
  1    
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