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Get Institutions for : 
Fidelity Msci Consumer Staples Index (FSTA)  
$46.56 0.29 (0.61%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 159    13
Total shares held : 
 9,176,070  
% of shares held : 
 41.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -900,971  
% of shares held change : 
   -4.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.30  
Last Quarter's Ending Price : 
 $44.63  
Last Quarter's Average Price : 
 $42.81  
Change from last quarter's     
avg. price to the last closing  : 
3.75 (8.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 27,558
 0.3%
 
Increased Positions :
59
 903,126
 9.84%
 
Unchanged Positions :
31
 142,586
 1.55%
 
Decreased Positions :
58
-1,326,770
-14.46%
 
Closed Positions :
24
-504,885
-5.5%
 
Guru Positions :
1
8,338
 0.09%
 
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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 573 - 2023-12-31 2,166,526 $96,692,000 61,194
   Lido Advisors LLC 30 - 2023-12-31 1,019,588 $45,602,000 12,667
   MORNINGSTAR INVESTMENT SERVICES, INC. 103 - 2023-12-31 772,772 $34,435,000 379,953
   COMMONWEALTH EQUITY SERVICES LLC. 425 - 2023-12-31 497,836 $22,218,000 -178,078
   Advisor Group Holdings Inc. 466 - 2023-12-31 466,074 $20,818,000 633
   ENVESTNET ASSET MANAGEMENT INC 1099 - 2023-12-31 398,547 $17,787,000 65,753
   LPL FINANCIAL CORP 1190 - 2023-12-31 244,716 $10,922,000 29,241
   Kestra Advisory Services LLC 320 - 2023-12-31 180,541 $8,058,000 33,442
   GOLDMAN SACHS GROUP INC/ 2400 - 2023-12-31 142,091 $6,342,000 20,066
   Compass Financial Group INC/SD 11 - 2024-03-31 132,041 $6,283,000 12,398
   AGF MANAGEMENT LTD 262 - 2023-12-31 123,104 $5,494,000 36,484
   AE Wealth Management LLC 567 - 2023-12-31 117,568 $5,281,000 30,136
   Laurel Wealth Advisors Inc. 50 - 2022-12-31 110,703 $4,961,000 -5,364
   Financial Perspectives Inc 14 - 2024-03-31 104,050 $4,951,000 4,133
   J P MORGAN CHASE & CO 2480 - 2023-12-31 106,014 $4,731,000 -59,776
   Full Sail Capital LLC 57 - 2023-12-31 102,865 $4,591,000 -18,967
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 804 - 2024-03-31 95,172 $4,528,000 -23,083
   ADVISORY SERVICES NETWORK, LLC 210 - 2023-12-31 100,963 $4,506,000 -16,844
   MORGAN STANLEY 3945 - 2023-12-31 96,922 $4,326,000 -31,677
   LINCOLN NATIONAL CORP 175 - 2023-12-31 87,658 $3,912,000 2,303
   Goss Wealth Management LLC 423 - 2023-12-31 85,318 $3,808,000 9,635
   ATLAS CAPITAL ADVISORS LLC 42 - 2024-03-31 76,693 $3,649,000 12,672
   WEALTH BUILDERS 30 - 2023-12-31 81,720 $3,647,000 -6,034
   Marotta Asset Management 36 - 2024-03-31 69,063 $3,286,000 15,081
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 71,015 $3,169,000 35,150
   Rockefeller Capital Management L.P. 778 - 2023-12-31 67,622 $3,018,000 -1,489
   BANK OF AMERICA CORP /DE/ 3348 - 2023-12-31 57,552 $2,569,000 4,339
   UBS Group AG 2654 - 2023-12-31 53,985 $2,409,000 -1,094
   STIFEL FINANCIAL CORP 1586 - 2023-12-31 49,949 $2,229,000 3,320
   Atria Wealth Solutions Inc. 567 - 2023-12-31 49,771 $2,221,000 -17,316
   J.W. COLE ADVISORS INC. 201 - 2023-12-31 41,285 $1,843,000 -1,540
   PRUDENTIAL FINANCIAL INC 1503 - 2023-12-31 40,207 $1,794,000 -3,427
   Cetera Investment Advisers 847 - 2023-12-31 39,379 $1,757,000 5,218
   Walker Financial Services Inc. 12 - 2024-03-31 36,423 $1,733,000 -12,853
   CLS INVESTMENT FIRM LLC 541 - 2022-12-31 37,480 $1,679,000 -876
   Steward Partners Investment Advisory LLC 550 - 2023-12-31 37,504 $1,674,000 2,952
   Beaumont Financial Advisors LLC 101 - 2023-12-31 35,612 $1,589,000 29,901
   WELLS FARGO & CO/MN 2669 - 2023-12-31 35,189 $1,570,000 10,885
   FINANCIAL NETWORK 1130 - 2023-12-31 32,761 $1,462,000 9,872
   AMERIPRISE FINANCIAL INC 2966 - 2023-12-31 31,867 $1,422,000 -96,955
   PRINCIPAL SECURITIES INC. 319 - 2023-12-31 31,516 $1,407,000 0
   Capital Analysts Inc. 199 - 2023-12-31 31,080 $1,387,000 4
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 33 - 2023-12-31 29,347 $1,310,000 -21,477
   BB&T CORP 1452 - 2023-12-31 28,946 $1,292,000 -6,524
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 43 - 2024-03-31 27,055 $1,287,000 -106,973
   MACQUARIE GROUP LTD 1281 - 2023-12-31 28,243 $1,260,000 0
   INDEPENDENT ORDER OF FORESTERS 13 - 2023-12-31 28,243 $1,260,000 0
   ATLAS BROWNINC 68 - 2024-03-31 26,353 $1,254,000 -251
   Lifeworks Advisors LLC 74 - 2023-12-31 27,231 $1,215,000 -550
   FMR LLC 2274 - 2023-12-31 26,743 $1,194,000 1,514
   LYNCH & ASSOCIATES/IN 71 - 2024-03-31 24,377 $1,160,000 2,006
   KESTRA PRIVATE WEALTH SERVICES LLC 486 - 2023-12-31 25,836 $1,153,000 -500
   Yoder Wealth Management Inc. 35 - 2024-03-31 23,870 $1,136,000 1,944
   Arkadios Wealth Advisors - 2023-12-31 25,163 $1,123,000 -705
   FRG Family Wealth Advisors LLC 68 - 2023-12-31 24,300 $1,085,000 -1,260
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 23,913 $1,067,000 -82
   Cedrus LLC 32 - 2024-03-31 22,097 $1,051,000 1,583
   EXCHANGE CAPITAL MANAGEMENT INC 117 - 2024-03-31 22,092 $1,051,000 -125
   Snowden Capital Advisors LLC 429 - 2023-12-31 22,815 $1,018,000 -761
   Sigma Planning Corp 272 - 2023-12-31 22,012 $982,000 -21,333
   Fifth Third Securities Inc. 164 - 2024-03-31 19,987 $951,000 -5,409
   GSA CAPITAL PARTNERS LLP 470 - 2023-12-31 19,271 $860,000 3,039
   Robertson Stephens Wealth Management LLC 235 - 2023-12-31 18,983 $849,000 5,811
   MML INVESTORS SERVICES LLC 1469 - 2023-12-31 18,356 $819,000 -4,167
   Stonebridge Financial Planning Group LLC 59 - 2023-12-31 17,391 $776,000 -6,584
   Oakmont Partners LLC 425 - 2024-03-31 15,675 $746,000 -700
   Integrated Wealth Concepts LLC 838 - 2023-12-31 16,463 $735,000 -4,318
   Curran Financial Partners LLC 51 - 2023-12-31 15,906 $704,000 -1,302
   HIGHTOWER ADVISORS, LLC 2008 - 2023-12-31 15,753 $701,000 374
   Sunbelt Securities Inc. 243 - 2024-03-31 14,064 $669,000 -2,665
   SWEENEY & MICHEL LLC 50 - 2023-09-30 15,472 $657,000 2,554
   Envestnet Portfolio Solutions Inc. 935 - 2023-12-31 14,517 $648,000 827
   PACIFIC SUN FINANCIAL CORP 81 - 2023-12-31 13,678 $610,000 -270
   NWAM LLC 305 - 2023-12-31 13,670 $610,000 -48
   KEYBANK NATIONAL ASSOCIATION/OH 684 - 2023-12-31 13,459 $601,000 0
   Brookstone Capital Management 582 - 2024-03-31 12,593 $599,000 -298
   RFG Advisory Group LLC 466 - 2024-03-31 12,570 $598,000 -737
   Ameritas Advisory Services LLC 392 - 2023-12-31 13,160 $596,000 -1,666
   Private Advisor Group LLC 1413 - 2023-12-31 12,142 $542,000 1,479
   MARINER WEALTH ADVISORS, LLC 1894 - 2023-12-31 11,913 $532,000 1,289
   TrueWealth Advisors LLC 94 - 2024-03-31 10,363 $493,000 -646
   Householder Group Estate & Retirement Specialist L - 2023-12-31 10,688 $477,000 -1,001
   HPM Partners LLC *New 2023-12-31 10,160 $453,000 10,160
   PARK AVENUE SECURITIES LLC 1004 - 2024-03-31 9,468 $450,000 -383
   NBC SECURITIES INC. 475 - 2024-03-31 9,219 $438,000 -580
   Ariel Capital Advisors LLC 106 - 2023-12-31 9,750 $435,000 0
   JANE STREET GROUP LLC 4107 - 2023-12-31 9,413 $420,000 -23,738
   ROYAL BANK OF CANADA 3813 - 2023-12-31 9,225 $412,000 -6,205
   Pensionmark Financial Group LLC 266 - 2023-12-31 8,478 $379,000 1
   ROMAN BUTLER FULLERTON & CO 155 - 2023-12-31 8,410 $378,000 18
   Soltis Investment Advisors LLC - 2023-12-31 8,363 $373,000 -36,900
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 826 - 2023-12-31 8,338 $372,000 -881
   Independent Advisor Alliance 498 - 2023-12-31 8,203 $366,000 120
   Kingsview Wealth Management LLC 722 - 2023-12-31 7,843 $350,000 -522
   HRT FINANCIAL LLC 1425 *New 2023-12-31 7,568 $337,000 7,568
   GSB Wealth Management LLC 158 *New 2023-12-31 7,481 $334,000 7,481
   CI Private Wealth LLC 1821 - 2023-12-31 7,173 $320,000 54
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2789 - 2024-03-31 6,624 $315,000 816
   LexAurum Advisors LLC 215 *New 2024-03-31 6,558 $312,000 6,558
   Pathstone Holdings LLC 1860 - 2023-12-31 6,421 $286,000 0
  100 Records found
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