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Get Institutions for : 
Fidelity Msci Information Technology Index (FTEC)  
$160.26 1.97 (1.24%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 387    9
Total shares held : 
 12,848,328  
% of shares held : 
 25.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 67,806  
% of shares held change : 
   0.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $124.07  
Last Quarter's Ending Price : 
 $143.64  
Last Quarter's Average Price : 
 $132.43  
Change from last quarter's     
avg. price to the last closing  : 
27.83 (21.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 224,337
 1.75%
 
Increased Positions :
144
 684,648
 5.33%
 
Unchanged Positions :
88
 338,962
 2.64%
 
Decreased Positions :
113
-669,041
-5.21%
 
Closed Positions :
33
-172,138
-1.34%
 
Guru Positions :
1
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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 152 - 2024-03-31 3,226,069 $502,751,000 -101,903
   Lido Advisors LLC 7 - 2024-03-31 1,796,708 $279,999,000 87,057
   CHURCHILL MANAGEMENT GROUP /CA/ 16 *New 2024-03-31 1,262,154 $196,694,000 1,262,154
   COMMONWEALTH EQUITY SERVICES LLC. 88 - 2024-03-31 823,425 $128,323,000 14,716
   ENVESTNET ASSET MANAGEMENT INC 555 - 2024-03-31 435,984 $67,944,000 16,164
   Full Sail Capital LLC 3 - 2024-03-31 421,522 $65,690,000 -12,964
   LPL FINANCIAL CORP 590 - 2024-03-31 274,668 $42,804,000 24,616
   MORGAN STANLEY 2001 - 2024-03-31 246,949 $38,485,000 3,450
   AGF MANAGEMENT LTD 130 - 2024-03-31 222,657 $34,699,000 74,483
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 170 - 2024-03-31 186,030 $28,991,000 -10,261
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 274 - 2024-03-31 159,978 $24,933,000 47,685
   Connectus Wealth LLC 38 - 2024-03-31 157,361 $24,543,000 109,094
   Advisor Group Holdings Inc. 343 - 2024-03-31 156,270 $24,378,000 -12,690
   FMR LLC 1599 - 2024-03-31 136,848 $21,326,000 13,950
   J P MORGAN CHASE & CO 1659 - 2024-03-31 125,962 $19,630,000 -1,694
   PFG FINANCIAL ADVISORS 14 - 2024-03-31 119,133 $18,566,000 104
   STIFEL FINANCIAL CORP 585 - 2024-03-31 117,100 $18,249,000 2,618
   ADVISORY SERVICES NETWORK, LLC 40 - 2024-03-31 115,717 $18,033,000 -1,131
   Kestra Advisory Services LLC 171 - 2024-03-31 112,498 $17,532,000 10,117
   Financial Partners Group Inc 14 - 2024-03-31 108,011 $16,832,000 -3,742
   Atria Wealth Solutions Inc. 146 - 2024-03-31 86,541 $13,487,000 2,207
   UBS Group AG 1425 - 2024-03-31 85,914 $13,389,000 10,050
   Halpern Financial Inc. 8 - 2024-03-31 85,906 $13,292,000 -10,097
   BANK OF AMERICA CORP /DE/ 2270 - 2024-03-31 82,092 $12,793,000 3,441
   EQIS CAPITAL MANAGEMENT, INC. 16 - 2024-03-31 79,911 $12,453,000 -7,145
   WELLS FARGO & CO/MN 1403 - 2024-03-31 79,900 $12,452,000 -14,010
   PFG Advisors 16 - 2024-03-31 78,374 $12,214,000 3,490
   Crumly & Associates Inc. 9 - 2024-03-31 73,064 $11,386,000 274
   ROYAL BANK OF CANADA 1441 - 2024-03-31 69,987 $10,906,000 46,891
   Adviser Investments LLC 98 - 2024-03-31 63,426 $9,884,000 -1,233
   Armor Investment Advisors LLC 5 - 2024-03-31 62,432 $9,729,000 -2,134
   Eaton Financial Holdings Company LLC 4 - 2024-03-31 61,889 $9,645,000 1,618
   KING WEALTH MANAGEMENT GROUP, LLC 15 - 2024-03-31 60,678 $9,456,000 -1,204
   AMERIPRISE FINANCIAL INC 1824 - 2024-03-31 58,325 $9,069,000 5,799
   ATLAS CAPITAL ADVISORS LLC 16 - 2024-03-31 55,885 $8,709,000 5,690
   Mowery & Schoenfeld Wealth Management LLC 1 - 2024-03-31 55,613 $8,667,000 2,003
   Lifeworks Advisors LLC 7 - 2024-03-31 52,386 $8,164,000 2,719
   MARINER WEALTH ADVISORS, LLC 571 - 2024-03-31 51,555 $8,034,000 -332
   Goss Wealth Management LLC 287 - 2024-03-31 45,848 $7,145,000 4,868
   Traynor Capital Management Inc. 28 - 2024-03-31 44,454 $6,928,000 2,543
   EXCHANGE CAPITAL MANAGEMENT INC 25 - 2024-03-31 44,366 $6,914,000 -811
   SMITH, SALLEY & ASSOCIATES 50 - 2024-03-31 44,300 $6,904,000 -4,590
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 797 - 2024-03-31 43,820 $6,829,000 17,300
   Kraft Davis & Associates LLC 17 - 2024-03-31 42,437 $6,567,000 -36,585
   MML INVESTORS SERVICES LLC 535 - 2024-03-31 41,984 $6,543,000 -3,920
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 835 - 2024-03-31 41,561 $6,477,000 41,561
   SOUTHERN CAPITAL ADVISORS LLC 7 - 2024-03-31 41,444 $6,459,000 8,048
   PRUDENTIAL FINANCIAL INC 838 - 2024-03-31 39,825 $6,206,000 3,732
   Cetera Investment Advisers 271 - 2024-03-31 38,643 $6,022,000 -2,735
   Snowden Capital Advisors LLC 136 - 2024-03-31 37,535 $5,849,000 -689
   PERSONAL CFO SOLUTIONS LLC 21 - 2024-03-31 35,828 $5,584,000 -610
   PRIMORIS WEALTH ADVISORS LLC 2 - 2024-03-31 34,443 $5,368,000 174
   HIGHTOWER ADVISORS, LLC 923 - 2024-03-31 34,388 $5,357,000 1,839
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1128 - 2024-03-31 32,217 $5,021,000 763
   Stonebrook Private Inc. 18 - 2024-03-31 31,345 $4,885,000 -1,195
   J.W. COLE ADVISORS INC. 92 - 2024-03-31 31,303 $4,878,000 -5,644
   Patriot Financial Group Insurance Agency LLC 21 *New 2024-03-31 31,292 $4,877,000 31,292
   FINANCIAL NETWORK 644 - 2024-03-31 30,999 $4,831,000 3,167
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 22 - 2024-03-31 30,193 $4,705,000 4,903
   HARTLINE INVESTMENT CORP/ 22 *New 2024-03-31 30,193 $4,705,000 30,193
   Sigma Planning Corp 133 - 2024-03-31 30,139 $4,697,000 17,195
   TBH Global Asset Management LLC 24 - 2024-03-31 29,647 $4,620,000 285
   Brookstone Capital Management 225 - 2024-03-31 29,361 $4,576,000 890
   HANSON MCCLAIN, INC. 208 - 2024-03-31 29,139 $4,541,000 -697
   Yoder Wealth Management Inc. 9 - 2024-03-31 28,445 $4,433,000 880
   Financial Perspectives Inc 15 - 2024-03-31 27,868 $4,343,000 4
   MULTIFINANCIAL SECURITIES CORP 527 - 2024-03-31 25,869 $4,031,000 8,091
   Beaumont Financial Advisors LLC 54 - 2024-03-31 25,464 $3,968,000 -2,185
   Court Place Advisors LLC 20 - 2024-03-31 25,149 $3,919,000 -1,320
   PROSPERA FINANCIAL SERVICES 191 - 2023-12-31 25,692 $3,690,000 878
   Mokosak Advisory Group LLC 13 - 2024-03-31 23,642 $3,684,000 -2,028
   We Are One Seven LLC 135 - 2024-03-31 22,325 $3,479,000 -1,116
   RAYMOND JAMES & ASSOCIATES 1819 - 2024-03-31 21,788 $3,395,000 1,819
   LYNCH & ASSOCIATES/IN 42 - 2024-03-31 21,361 $3,329,000 1,748
   KESTRA PRIVATE WEALTH SERVICES LLC 271 - 2024-03-31 20,860 $3,251,000 416
   Equitable Holdings Inc. 327 - 2024-03-31 20,778 $3,238,000 2,157
   CREATIVE PLANNING 796 - 2024-03-31 19,399 $3,023,000 1,374
   Chicago Partners Investment Group LLC 146 - 2024-03-31 19,970 $2,933,000 -397
   Envestnet Portfolio Solutions Inc. 528 - 2024-03-31 18,783 $2,927,000 -1,034
   Orion Portfolio Solutions LLC 490 - 2024-03-31 18,685 $2,912,000 8,643
   WCG Wealth Advisors LLC 95 - 2024-03-31 18,391 $2,866,000 6,552
   ATRIA INVESTMENTS LLC 472 - 2023-12-31 19,371 $2,782,000 7,611
   LINCOLN NATIONAL CORP 263 - 2024-03-31 17,583 $2,740,000 259
   Fingerlakes Wealth Management Inc. 8 - 2024-03-31 17,550 $2,735,000 3,048
   Idaho Trust Bank 8 *New 2024-03-31 17,550 $2,735,000 17,550
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 834 - 2024-03-31 17,382 $2,709,000 287
   Anchor Investment Management LLC 98 - 2024-03-31 17,164 $2,675,000 0
   Eley Financial Management Inc 31 - 2024-03-31 16,959 $2,643,000 -252
   RMB CAPITAL MANAGEMENT LLC 241 - 2024-03-31 16,751 $2,610,000 0
   Quantinno Capital Management LP 418 *New 2024-03-31 16,422 $2,559,000 16,422
   BRIGHTON JONES LLC 118 - 2024-03-31 16,327 $2,544,000 -1,090
   ANCORA ADVISORS, LLC 238 - 2024-03-31 16,178 $2,521,000 -427
   EPG Wealth Management LLC 32 - 2024-03-31 16,159 $2,518,000 -317
   NAVELLIER & ASSOCIATES INC 85 - 2024-03-31 16,100 $2,509,000 -2,500
   Green Harvest Asset Management LLC 70 - 2024-03-31 15,867 $2,473,000 -13,983
   Maltin Wealth Management Inc. 22 - 2024-03-31 15,338 $2,390,000 112
   Secure Asset Management LLC 32 - 2024-03-31 15,320 $2,387,000 4,535
   Mutual Advisors LLC 237 - 2024-03-31 15,087 $2,351,000 4,318
   Ameritas Advisory Services LLC 208 - 2024-03-31 15,354 $2,331,000 621
   CoreCap Advisors LLC 126 - 2023-12-31 16,193 $2,326,000 13,938
  100 Records found
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