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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
   Full Sail Capital LLC 3 - 2024-03-31 421,522 $65,690,000 -12,964
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 170 - 2024-03-31 186,030 $28,991,000 -10,261
   Advisor Group Holdings Inc. 343 - 2024-03-31 156,270 $24,378,000 -12,690
   J P MORGAN CHASE & CO 1659 - 2024-03-31 125,962 $19,630,000 -1,694
   ADVISORY SERVICES NETWORK, LLC 40 - 2024-03-31 115,717 $18,033,000 -1,131
   Financial Partners Group Inc 14 - 2024-03-31 108,011 $16,832,000 -3,742
   Halpern Financial Inc. 8 - 2024-03-31 85,906 $13,292,000 -10,097
   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
   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
   KING WEALTH MANAGEMENT GROUP, LLC 15 - 2024-03-31 60,678 $9,456,000 -1,204
   MARINER WEALTH ADVISORS, LLC 571 - 2024-03-31 51,555 $8,034,000 -332
   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
   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
   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
   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
   HANSON MCCLAIN, INC. 208 - 2024-03-31 29,139 $4,541,000 -697
   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
   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
   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
   Eley Financial Management Inc 31 - 2024-03-31 16,959 $2,643,000 -252
   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
   VCI Wealth Management LLC 17 - 2024-03-31 14,292 $2,227,000 -2,953
   THRIVENT FINANCIAL FOR LUTHERANS 1289 - 2024-03-31 13,815 $2,153,000 -4,160
   Integrated Advisors Network LLC 203 - 2024-03-31 13,466 $2,098,000 -402
   SPINNAKER TRUST 114 - 2024-03-31 12,344 $1,924,000 -90
   KEYBANK NATIONAL ASSOCIATION/OH 416 - 2024-03-31 11,844 $1,846,000 -3,438
   Cooper Financial Group 63 - 2024-03-31 11,438 $1,782,000 -1,420
   WHALEROCK POINT PARTNERS LLC 48 - 2024-03-31 11,190 $1,744,000 -1,684
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 100 - 2024-03-31 10,753 $1,676,000 -716
   BP WEALTH MANAGEMENT LLC 272 - 2024-03-31 10,166 $1,584,000 -1,818
   BUFFINGTON MOHR MCNEAL 49 - 2024-03-31 9,843 $1,534,000 -804
   SMITH SHELLNUT WILSON LLC /ADV 28 - 2024-03-31 9,684 $1,509,000 -12
   Nelson Van Denburg & Campbell Wealth Management Gr 211 - 2024-03-31 9,450 $1,473,000 -9
   AVAII WEALTH MANAGEMENT LLC 22 - 2024-03-31 9,149 $1,426,000 -33,726
   CLIENT 1ST ADVISORY GROUP LLC 24 - 2024-03-31 9,131 $1,423,000 -428
   BAKER AVENUE ASSET MANAGEMENT, LP 191 - 2024-03-31 9,036 $1,408,000 -500
   Atlas Private Wealth Management 57 - 2024-03-31 9,008 $1,404,000 -425
   PARK AVENUE SECURITIES LLC 527 - 2024-03-31 8,676 $1,352,000 -2,811
   NorthLanding Financial Partners LLC 14 - 2024-03-31 8,554 $1,333,000 -24,383
   Robertson Stephens Wealth Management LLC 198 - 2024-03-31 8,200 $1,278,000 -83
   BB&T CORP 1488 - 2024-03-31 7,939 $1,237,000 -304
   BLAIR WILLIAM & CO/IL 831 - 2024-03-31 7,143 $1,113,000 -5,359
   RENAISSANCE TECHNOLOGIES LLC 2448 - 2024-03-31 6,800 $1,060,000 -12,300
   Soltis Investment Advisors LLC 150 - 2024-03-31 6,733 $1,049,000 -291
   JSF Financial LLC 39 - 2024-03-31 6,713 $1,046,000 -447
   Canton Hathaway LLC 42 - 2024-03-31 6,696 $1,044,000 -285
   Oakmont Partners LLC 367 - 2024-03-31 6,478 $1,010,000 -23
   CAPTRUST FINANCIAL ADVISORS 1171 - 2024-03-31 5,913 $921,000 -648
   TANDEM CAPITAL MANAGEMENT CORP /ADV 56 - 2024-03-31 5,750 $896,000 -587
   Stonebridge Financial Planning Group LLC 63 - 2024-03-31 5,441 $848,000 -651
   Almanack Investment Partners LLC. 83 - 2024-03-31 4,981 $776,000 -20
   AE Wealth Management LLC 711 - 2024-03-31 4,812 $750,000 -37,194
   H D Vest Advisory Services 868 - 2024-03-31 4,742 $739,000 -1,809
   HUNTINGTON ASSET ADVISORS INC. 70 - 2024-03-31 4,712 $734,000 -1,961
   Belpointe Asset Management LLC 349 - 2024-03-31 4,681 $730,000 -261
   DFPG INVESTMENTS INC. 308 - 2023-12-31 5,179 $715,000 -59
   HARBOUR INVESTMENTS INC. 443 - 2023-12-31 4,920 $707,000 -253
   DAYMARK WEALTH PARTNERS LLC 240 - 2024-03-31 4,393 $685,000 -198
   PRINCIPAL SECURITIES INC. 567 - 2024-03-31 4,162 $649,000 -136
   IFP Advisors Inc 492 - 2023-12-31 4,429 $636,000 -3,115
   Creekmur Asset Management LLC 55 - 2024-03-31 4,056 $632,000 -7,047
   Portfolio Strategies Inc. 60 - 2024-03-31 4,010 $625,000 -240,798
   Birchcreek Wealth Management LLC 69 - 2024-03-31 3,977 $620,000 -2,042
   JBR Co Financial Management Inc 49 - 2024-03-31 3,855 $601,000 -646
   Sound View Wealth Advisors Group LLC 217 - 2024-03-31 3,822 $596,000 -23
   COMERICA BANK 1813 - 2024-03-31 3,743 $583,000 -69
   Prime Capital Investment Advisors LLC 582 - 2024-03-31 3,728 $581,000 -76
   River Wealth Advisors LLC 136 - 2024-03-31 3,679 $573,000 -186
   Parallel Advisors LLC 502 - 2024-03-31 3,556 $554,000 -120
   SILVER OAK SECURITIES Inc 214 - 2024-03-31 3,501 $546,000 -123
   AdvisorNet Financial Inc 291 - 2024-03-31 3,404 $531,000 -51
   RETIREMENT PLANNING GROUP 135 - 2024-03-31 3,320 $517,000 -8
   Emerald Investment Partners LLC 191 - 2024-03-31 3,304 $515,000 -146
   KCM INVESTMENT ADVISORS LLC 253 - 2024-03-31 3,303 $515,000 -206
   Rise Advisors LLC 36 - 2024-03-31 3,165 $493,000 -92
   Sequoia Financial Advisors LLC 690 - 2024-03-31 3,153 $491,000 -202
   NORTHERN TRUST CORP 3578 - 2024-03-31 3,029 $472,000 -716
   BCS Wealth Management 142 - 2024-03-31 2,879 $449,000 -9
   Bogart Wealth LLC 149 - 2024-03-31 2,807 $437,000 -148
   Stratos Wealth Advisors LLC 498 - 2024-03-31 2,652 $413,000 -111
   WEDBUSH MORGAN SECURITIES INC 728 - 2024-03-31 2,597 $405,000 -541
   Midwest Heritage Bank FSB 36 - 2024-03-31 2,558 $399,000 -366
   DOrazio & Associates Inc. 98 - 2024-03-31 2,532 $395,000 -1
   Wealthcare Advisory Partners LLC 597 - 2024-03-31 2,459 $383,000 -240
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 82 - 2024-03-31 2,420 $377,000 -368
  100 Records found
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