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Get Institutions for : 
Fidelity Small-mid Factor Etf (FSMD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    3
Total shares held : 
 2,204,123  
% of shares held : 
 24.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 19,186  
% of shares held change : 
   0.21%  
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 :
2
 26,075
 1.18%
 
Increased Positions :
13
 197,702
 8.97%
 
Unchanged Positions :
9
 130,439
 5.92%
 
Decreased Positions :
7
-74,198
-3.37%
 
Closed Positions :
5
-130,393
-5.92%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 276 - 2024-03-31 1,045,565 $40,631,000 123,224
   Kestra Advisory Services LLC 218 - 2023-12-31 349,774 $12,672,000 30,183
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 834 *New 2024-03-31 237,952 $9,247,000 237,952
   ENVESTNET ASSET MANAGEMENT INC 1579 - 2023-12-31 219,720 $7,960,000 -2,414
   Advisor Group Holdings Inc. 819 - 2024-03-31 195,339 $7,591,000 61,162
   Evergreen Private Wealth LLC 18 - 2024-03-31 114,030 $4,431,000 14,974
   Cetera Investment Advisers 623 - 2023-12-31 82,832 $3,001,000 5,704
   BANK OF AMERICA CORP /DE/ 3332 - 2023-12-31 72,205 $2,616,000 16,741
   LPL FINANCIAL CORP 2274 - 2024-03-31 66,752 $2,594,000 30,865
   LINCOLN NATIONAL CORP 333 - 2024-03-31 50,883 $1,977,000 2,397
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1885 *New 2024-03-31 46,340 $1,801,000 46,340
   H D Vest Advisory Services 599 *New 2024-03-31 41,072 $1,596,000 41,072
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1508 - 2024-03-31 35,163 $1,366,000 12,325
   Trademark Financial Management LLC 21 - 2024-03-31 34,371 $1,336,000 28,550
   ADVISORY SERVICES NETWORK, LLC 611 - 2024-03-31 31,520 $1,225,000 -5,995
   AE Wealth Management LLC 1091 - 2023-12-31 32,172 $1,162,000 1,472
   Rehmann Capital Advisory Group 231 - 2024-03-31 20,527 $798,000 -258
   FINANCIAL NETWORK 1527 - 2023-12-31 21,794 $790,000 -1,545
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1520 - 2024-03-31 14,021 $545,000 -473
   HARBOUR INVESTMENTS INC. 537 - 2023-12-31 13,784 $499,000 616
   ROYAL BANK OF CANADA 3650 - 2023-12-31 13,745 $498,000 -152
   Cedar Point Capital Partners LLC 38 - 2023-12-31 13,034 $472,000 0
   GREAT VALLEY ADVISOR GROUP INC. 512 - 2024-03-31 11,859 $461,000 278
   Clarity Asset Management Inc. 22 - 2023-12-31 11,520 $417,000 0
   Merit Financial Group LLC 630 - 2024-03-31 10,040 $377,000 0
   J P MORGAN CHASE & CO 4087 - 2024-03-31 6,620 $257,000 196
   J.W. COLE ADVISORS INC. 817 *New 2024-03-31 5,359 $208,000 5,359
   Sound Income Strategies LLC 214 *New 2024-03-31 5,210 $202,000 5,210
   FMR LLC 3159 - 2023-12-31 2,156 $78,000 1,474
   UBS Group AG 5476 - 2023-12-31 934 $34,000 913
   CWM LLC 2550 - 2024-03-31 857 $33,000 0
   Global Retirement Partners LLC 2182 - 2024-03-31 207 $8,000 207
   PRINCIPAL SECURITIES INC. 2428 *New 2024-03-31 209 $8,000 209
   MORGAN STANLEY 6728 - 2023-12-31 82 $3,000 0
   Glass Jacobson Investment Advisors llc 685 - 2024-03-31 55 $2,000 0
   Sunbelt Securities Inc. 1564 - 2024-03-31 14 $1,000 0
   Spire Wealth Management 2208 *New 2024-03-31 13 $1,000 13
   PROEQUITIES INC. 3226 - 2024-03-31 0 $0 0
   BMS Financial Advisors LLC 117 *Closed 2023-06-30 0 $0 -19,612
   Strategic Investment Solutions Inc. /IL 765 *Closed 2023-12-31 0 $0 -17,325
   WELLS FARGO & CO/MN 6640 - 2024-03-31 0 $0 0
   GOLDMAN SACHS GROUP INC/ 4873 *Closed 2023-12-31 0 $0 -35,974
   CITADEL ADVISORS LLC 6463 *Closed 2023-12-31 0 $0 -76,035
   IFP Advisors Inc 3327 *Closed 2023-12-31 0 $0 -683
  44 Records found
  1    
  Page 1 of 1
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