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Get Institutions for : 
Fidelity Smallmid Cap Opportunities Etf (FSMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    4
Total shares held : 
 719,204  
% of shares held : 
 66.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 507,723  
% of shares held change : 
   47.01%  
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 :
6
 476,476
 66.25%
 
Increased Positions :
4
 38,990
 5.42%
 
Unchanged Positions :
3
 357
 0.05%
 
Decreased Positions :
1
-1,290
-0.18%
 
Closed Positions :
2
-6,453
-0.9%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1070 - 2023-12-31 213,067 $5,039,000 38,983
   GOTHAM ASSET MANAGEMENT, LLC 296 *New 2023-12-31 457,078 $4,987,000 457,078
   LINCOLN NATIONAL CORP 871 *New 2023-12-31 12,192 $288,000 12,192
   ENVESTNET ASSET MANAGEMENT INC 3662 - 2023-12-31 11,098 $262,000 3
   MERCER GLOBAL ADVISORS INC /ADV 1691 - 2023-12-31 11,098 $262,000 3
   BENJAMIN F. EDWARDS & COMPANY INC. 914 - 2023-12-31 7,019 $166,000 -1,290
   NATIONAL BANK OF CANADA /FI/ 1374 *New 2023-12-31 5,000 $117,000 5,000
   COMERICA BANK 2697 *New 2023-12-31 2,200 $52,000 2,200
   Advisor Group Holdings Inc. 5829 - 2023-12-31 356 $8,000 0
   McClarren Financial Advisors Inc. 329 - 2023-12-31 89 $2,000 1
   UBS Group AG 7291 *Closed 2023-12-31 0 $0 -153
   ADVISORY SERVICES NETWORK, LLC 3639 *New 2023-12-31 5 $0 5
   Strategic Investment Solutions Inc. /IL 724 *Closed 2023-12-31 0 $0 -6,300
   PROEQUITIES INC. 6057 - 2023-12-31 0 $0 0
   Sunbelt Securities Inc. 1725 - 2024-03-31 1 $0 0
   MORGAN STANLEY 7506 *New 2023-12-31 1 $0 1
  16 Records found
  1    
  Page 1 of 1
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