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Get Institutions for : 
Fidelity Msci Information Technology Index (FTEC)  
$150.29 0.41 (0.27%) as of 4:30 Mon 4/29


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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  : 
17.86 (13.49%)  




 
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
2,160
 0.02%
 
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 145 - 2023-12-31 3,327,972 $478,030,000 -49,109
   Lido Advisors LLC 6 - 2023-12-31 1,709,651 $245,574,000 57,048
   CHURCHILL MANAGEMENT GROUP /CA/ 16 *New 2024-03-31 1,262,154 $196,694,000 1,262,154
   COMMONWEALTH EQUITY SERVICES LLC. 92 - 2023-12-31 808,709 $116,163,000 -18,909
   Full Sail Capital LLC 3 - 2023-12-31 434,486 $62,410,000 -199,874
   ENVESTNET ASSET MANAGEMENT INC 540 - 2023-12-31 419,820 $60,303,000 59,879
   LPL FINANCIAL CORP 616 - 2023-12-31 250,052 $35,918,000 19,610
   Portfolio Strategies Inc. 7 - 2023-12-31 244,808 $35,317,000 -2,987
   MORGAN STANLEY 2086 - 2023-12-31 243,499 $34,976,000 23,806
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 170 - 2024-03-31 186,030 $28,991,000 -10,261
   Advisor Group Holdings Inc. 411 - 2023-12-31 168,960 $24,293,000 -29,085
   AGF MANAGEMENT LTD 153 - 2023-12-31 148,174 $21,284,000 43,917
   PFG FINANCIAL ADVISORS 14 - 2024-03-31 119,133 $18,566,000 104
   J P MORGAN CHASE & CO 1645 - 2023-12-31 127,656 $18,336,000 8,082
   FMR LLC 1635 - 2023-12-31 122,898 $17,653,000 10,495
   ADVISORY SERVICES NETWORK, LLC 36 - 2023-12-31 116,848 $16,784,000 6,098
   STIFEL FINANCIAL CORP 590 - 2023-12-31 114,482 $16,444,000 -1,961
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 307 - 2023-12-31 112,293 $16,132,000 -17,330
   Financial Partners Group Inc 14 - 2023-12-31 111,753 $16,052,000 -418
   Harel Insurance Investments & Financial Services L 57 - 2023-12-31 104,900 $15,068,000 0
   Kestra Advisory Services LLC 182 - 2023-12-31 102,381 $14,706,000 18,183
   WELLS FARGO & CO/MN 1292 - 2023-12-31 93,910 $13,489,000 18,272
   Halpern Financial Inc. 8 - 2024-03-31 85,906 $13,292,000 -10,097
   EQIS CAPITAL MANAGEMENT, INC. 17 - 2023-12-31 87,056 $12,505,000 -16,504
   Atria Wealth Solutions Inc. 145 - 2023-12-31 84,334 $12,114,000 11,482
   Kraft Davis & Associates LLC 5 - 2023-12-31 79,022 $11,826,000 1,592
   BANK OF AMERICA CORP /DE/ 2264 - 2023-12-31 78,651 $11,297,000 1,556
   UBS Group AG 1402 - 2023-12-31 75,864 $10,897,000 -2,356
   PFG Advisors 18 - 2023-12-31 74,884 $10,756,000 1,009
   Crumly & Associates Inc. 7 - 2023-12-31 72,790 $10,456,000 48,485
   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
   Adviser Investments LLC 97 - 2023-12-31 64,659 $9,288,000 -361
   KING WEALTH MANAGEMENT GROUP, LLC 15 - 2023-12-31 61,882 $8,889,000 -4,034
   ATLAS CAPITAL ADVISORS LLC 16 - 2024-03-31 55,885 $8,709,000 5,690
   TWO SIGMA INVESTMENTS LLC 678 *New 2023-12-31 55,900 $8,029,000 55,900
   AMERIPRISE FINANCIAL INC 1962 - 2023-12-31 52,526 $7,553,000 2,725
   MARINER WEALTH ADVISORS, LLC 559 - 2023-12-31 51,887 $7,453,000 13,670
   Lifeworks Advisors LLC 5 - 2023-12-31 49,667 $7,134,000 788
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 48,890 $7,023,000 -301
   Connectus Wealth LLC 139 - 2023-12-31 48,267 $6,943,000 -100,435
   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
   MML INVESTORS SERVICES LLC 499 - 2023-12-31 45,904 $6,594,000 -10,918
   AE Wealth Management LLC 526 - 2023-12-31 42,006 $6,283,000 12,892
   AVAII WEALTH MANAGEMENT LLC 5 - 2023-12-31 42,875 $6,159,000 6,468
   Cetera Investment Advisers 383 - 2023-12-31 41,378 $5,944,000 25,997
   Goss Wealth Management LLC 308 - 2023-12-31 40,980 $5,912,000 8,582
   Snowden Capital Advisors LLC 123 - 2023-12-31 38,224 $5,490,000 817
   J.W. COLE ADVISORS INC. 74 - 2023-12-31 36,947 $5,307,000 9,158
   PERSONAL CFO SOLUTIONS LLC 19 - 2023-12-31 36,438 $5,234,000 32,669
   PRUDENTIAL FINANCIAL INC 904 - 2023-12-31 36,093 $5,184,000 -2,400
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1128 - 2024-03-31 32,217 $5,021,000 763
   PRIMORIS WEALTH ADVISORS LLC 3 - 2023-12-31 34,269 $4,919,000 24,155
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 33,396 $4,797,000 9,695
   NorthLanding Financial Partners LLC 5 - 2023-12-31 32,937 $4,731,000 -3,867
   Stonebrook Private Inc. 14 - 2023-12-31 32,540 $4,674,000 0
   HIGHTOWER ADVISORS, LLC 990 - 2023-12-31 32,549 $4,660,000 -2,401
   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
   Green Harvest Asset Management LLC 57 - 2023-12-31 29,850 $4,288,000 -7,744
   TBH Global Asset Management LLC 26 - 2023-12-31 29,362 $4,218,000 -8,867
   FINANCIAL NETWORK 674 - 2023-12-31 27,832 $3,998,000 7,942
   Beaumont Financial Advisors LLC 50 - 2023-12-31 27,649 $3,972,000 -12,189
   Court Place Advisors LLC 20 - 2024-03-31 25,149 $3,919,000 -1,320
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 26,520 $3,809,000 -670
   PROSPERA FINANCIAL SERVICES 191 - 2023-12-31 25,692 $3,690,000 878
   Mokosak Advisory Group LLC 12 - 2023-12-31 25,670 $3,687,000 -972
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 27 - 2023-12-31 25,290 $3,633,000 1,366
   RAYMOND JAMES & ASSOCIATES 1819 - 2024-03-31 21,788 $3,395,000 1,819
   We Are One Seven LLC 127 *New 2023-12-31 23,441 $3,367,000 23,441
   LYNCH & ASSOCIATES/IN 42 - 2024-03-31 21,361 $3,329,000 1,748
   ROYAL BANK OF CANADA 2184 - 2023-12-31 23,096 $3,318,000 7,512
   KESTRA PRIVATE WEALTH SERVICES LLC 269 - 2023-12-31 20,444 $2,937,000 336
   Chicago Partners Investment Group LLC 146 - 2024-03-31 19,970 $2,933,000 -397
   Envestnet Portfolio Solutions Inc. 494 - 2023-12-31 19,817 $2,847,000 13,064
   ATRIA INVESTMENTS LLC 472 - 2023-12-31 19,371 $2,782,000 7,611
   RENAISSANCE TECHNOLOGIES LLC 1747 - 2023-12-31 19,100 $2,744,000 19,100
   Fingerlakes Wealth Management Inc. 8 - 2024-03-31 17,550 $2,735,000 3,048
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 834 - 2024-03-31 17,382 $2,709,000 287
   Equitable Holdings Inc. 335 - 2023-12-31 18,621 $2,675,000 2,278
   NAVELLIER & ASSOCIATES INC 77 - 2023-12-31 18,600 $2,672,000 0
   CREATIVE PLANNING 800 - 2023-12-31 18,025 $2,589,000 -1,546
   THRIVENT FINANCIAL FOR LUTHERANS 1149 - 2023-12-31 17,975 $2,582,000 1,717
   MULTIFINANCIAL SECURITIES CORP 428 - 2023-12-31 17,778 $2,554,000 4,735
   BRIGHTON JONES LLC 107 - 2023-12-31 17,417 $2,502,000 42
   LINCOLN NATIONAL CORP 243 - 2023-12-31 17,324 $2,488,000 5,490
   EPG Wealth Management LLC 31 - 2023-12-31 16,476 $2,487,000 -6,151
   VCI Wealth Management LLC 16 - 2023-12-31 17,245 $2,477,000 0
   Eley Financial Management Inc 28 - 2023-12-31 17,211 $2,472,000 -39
   RMB CAPITAL MANAGEMENT LLC 219 - 2023-12-31 16,751 $2,406,000 -182
   Maltin Wealth Management Inc. 22 - 2024-03-31 15,338 $2,390,000 112
   ANCORA ADVISORS, LLC 240 - 2023-12-31 16,605 $2,385,000 -225
   CoreCap Advisors LLC 126 - 2023-12-31 16,193 $2,326,000 13,938
   CX Institutional 187 - 2024-03-31 14,679 $2,288,000 21
   KEYBANK NATIONAL ASSOCIATION/OH 385 - 2023-12-31 15,282 $2,195,000 0
   Ameritas Advisory Services LLC 161 - 2023-12-31 14,733 $2,191,000 1,431
   Capital Planning LLC 27 - 2024-03-31 13,681 $2,132,000 1,319
  100 Records found
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