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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lido Advisors LLC 7 - 2024-03-31 1,796,708 $279,999,000 87,057
   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
   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
   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
   FMR LLC 1599 - 2024-03-31 136,848 $21,326,000 13,950
   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
   Kestra Advisory Services LLC 171 - 2024-03-31 112,498 $17,532,000 10,117
   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
   BANK OF AMERICA CORP /DE/ 2270 - 2024-03-31 82,092 $12,793,000 3,441
   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
   Eaton Financial Holdings Company LLC 4 - 2024-03-31 61,889 $9,645,000 1,618
   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
   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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 797 - 2024-03-31 43,820 $6,829,000 17,300
   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
   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
   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
   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
   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
   PROSPERA FINANCIAL SERVICES 191 - 2023-12-31 25,692 $3,690,000 878
   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
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 834 - 2024-03-31 17,382 $2,709,000 287
   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
   CX Institutional 187 - 2024-03-31 14,679 $2,288,000 21
   JANNEY MONTGOMERY SCOTT LLC 1113 - 2024-03-31 14,043 $2,189,000 1,903
   Private Advisor Group LLC 771 - 2024-03-31 13,773 $2,146,000 1,594
   Capital Planning LLC 27 - 2024-03-31 13,681 $2,132,000 1,319
   Sunbelt Securities Inc. 85 - 2024-03-31 13,536 $2,109,000 501
   Pathstone Holdings LLC 893 - 2024-03-31 12,963 $2,020,000 7,063
   BENJAMIN F. EDWARDS & COMPANY INC. 361 - 2024-03-31 12,530 $1,952,000 1,804
   Wealthstar Advisors LLC 18 - 2024-03-31 12,251 $1,927,000 1,374
   Rehmann Capital Advisory Group 118 - 2024-03-31 12,312 $1,919,000 970
   MERCER GLOBAL ADVISORS INC /ADV 744 - 2024-03-31 11,962 $1,864,000 5,507
   Summit X LLC 49 - 2024-03-31 10,563 $1,648,000 255
   Marotta Asset Management 49 - 2024-03-31 10,433 $1,626,000 1,549
   GeoWealth Management LLC 205 - 2024-03-31 10,373 $1,617,000 7,565
   ATLAS BROWNINC 48 - 2024-03-31 10,237 $1,595,000 302
   Strategic Blueprint LLC 175 - 2024-03-31 9,941 $1,549,000 185
   Congress Wealth Management LLC / DE / 341 - 2024-03-31 9,714 $1,514,000 4,671
   RFG Advisory Group LLC 282 - 2024-03-31 9,304 $1,450,000 217
   Claro Advisors LLC 86 - 2024-03-31 9,223 $1,437,000 9,223
   Spire Wealth Management 298 - 2024-03-31 9,144 $1,425,000 192
   Samalin Investment Counsel LLC 38 - 2024-03-31 8,525 $1,329,000 1,931
   CAP Partners LLC 24 - 2024-03-31 8,147 $1,270,000 398
   Apexium Financial LP 81 - 2024-03-31 8,099 $1,262,000 61
   Stratos Wealth Partners LTD. 560 - 2024-03-31 8,041 $1,253,000 1,130
   CI Private Wealth LLC 1271 - 2024-03-31 7,184 $1,120,000 2,363
   BANK OF NEW YORK MELLON CORP 3126 - 2024-03-31 6,475 $1,009,000 75
   SWEENEY & MICHEL LLC 39 - 2024-03-31 6,385 $994,000 642
   DAVENPORT & CO LLC 606 - 2024-03-31 6,333 $987,000 1,712
   Arkadios Wealth Advisors 240 - 2024-03-31 6,265 $976,000 54
   Financial Freedom LLC 38 - 2024-03-31 5,695 $888,000 4
   Dynamic Advisors Solutions LLC 467 - 2024-03-31 5,664 $883,000 90
   LIBERTY WEALTH MANAGEMENT LLC 81 - 2024-03-31 5,319 $829,000 22
   Visionary Wealth Advisors 252 - 2024-03-31 5,221 $814,000 2,001
   Investors Research Corp 136 - 2024-03-31 5,132 $800,000 244
   VisionPoint Advisory Group LLC 96 - 2024-03-31 4,617 $720,000 589
   EP WEALTH ADVISORS, INC. 437 - 2024-03-31 4,586 $715,000 211
   ESSEX FINANCIAL SERVICES INC 270 - 2024-03-31 4,325 $674,000 508
   SeaCrest Wealth Management LLC 258 - 2024-03-31 4,243 $661,000 1,261
   Streettalk Advisors LLC 224 - 2024-03-31 4,136 $645,000 20
   MISSION WEALTH MANAGEMENT LLC 358 - 2024-03-31 4,032 $628,000 1,000
   STONNINGTON GROUP LLC 126 - 2023-03-31 5,562 $628,000 2,781
   Fulcrum Equity Management 46 - 2024-03-31 4,013 $625,000 9
   Meridian Wealth Management LLC 121 - 2024-03-31 4,005 $624,000 5
   Change Path LLC 504 - 2024-03-31 3,988 $622,000 500
  100 Records found
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