Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fidelity Msci Information Technology Index (FTEC)  
$160.26 1.97 (1.24%) as of 4:30 Mon 5/20


Download
     
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
   ABLES IANNONE MOORE & ASSOCIATES INC. 85 *Closed 2024-03-31 0 $0 -239
   Tradition Wealth Management LLC 839 *Closed 2024-03-31 0 $0 -46
   BARTLETT & CO. LLC 1168 *Closed 2023-12-31 0 $0 -30
   AXXCESS WEALTH MANAGEMENT LLC 907 *Closed 2024-03-31 0 $0 -2,333
   SEQUENT ASSET MANAGEMENT, LLC 72 *Closed 2024-03-31 0 $0 -1,575
   NWAM LLC 571 *Closed 2024-03-31 0 $0 -8,281
   Apollon Wealth Management LLC 1116 *Closed 2024-03-31 0 $0 -2,599
   GSA CAPITAL PARTNERS LLP 1724 *Closed 2024-03-31 0 $0 -2,538
   TWO SIGMA INVESTMENTS LLC 3054 *Closed 2024-03-31 0 $0 -55,900
   Independent Wealth Network Inc. 76 *Closed 2024-03-31 0 $0 -1,945
   Evergreen Private Wealth LLC 211 *Closed 2024-03-31 0 $0 -140
   Pacifica Partners Inc. 514 *Closed 2024-03-31 0 $0 -13
   Rockefeller Capital Management L.P. 1719 *Closed 2024-03-31 0 $0 -14,047
   Thrive Capital Management LLC 158 *Closed 2024-03-31 0 $0 -2,867
   Morton Brown Family Wealth LLC 235 *Closed 2024-03-31 0 $0 -45
   Global Wealth Management Investment Advisory Inc. 218 *Closed 2024-03-31 0 $0 -134
   Stone House Investment Management LLC 399 *Closed 2024-03-31 0 $0 -222
   Comprehensive Portfolio Management LLC 823 *Closed 2024-03-31 0 $0 -1,472
   FAIRFIELD RESEARCH CORP 383 *Closed 2024-03-31 0 $0 -213
   Fortitude Family Office LLC 1056 *Closed 2024-03-31 0 $0 -38
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 983 *Closed 2024-03-31 0 $0 -2,160
   Investment Research & Advisory Group Inc. 211 *Closed 2024-03-31 0 $0 -91
   Adams Wealth Management 99 *Closed 2023-12-31 0 $0 -1,688
   Rockbridge Investment Management LCC 471 *Closed 2024-03-31 0 $0 -70
   First Command Advisory Services Inc. 580 *Closed 2024-03-31 0 $0 -93
   Elk River Wealth Management LLC 113 *Closed 2024-03-31 0 $0 -1,746
   McGlone Suttner Wealth Management Inc. 750 *Closed 2024-03-31 0 $0 -1,089
   Caerus Investment Advisors LLC 39 *Closed 2024-03-31 0 $0 -4,039
   Sowell Financial Services LLC 566 *Closed 2024-03-31 0 $0 -11,090
   LYELL WEALTH MANAGEMENT LP 199 *Closed 2024-03-31 0 $0 -1,448
   ODell Group LLC 503 *Closed 2024-03-31 0 $0 -537
   ABSOLUTE INVESTMENT MANAGEMENT LLC 694 *Closed 2024-03-31 0 $0 -100
   Steel Peak Wealth Management LLC 473 *Closed 2024-03-31 0 $0 -66,399
   CPR Investments Inc. 55 *Closed 2024-03-31 0 $0 -1,404
   Key Financial Inc 1331 *Closed 2024-03-31 0 $0 -265
   Harel Insurance Investments & Financial Services L *Closed 2024-03-31 0 $0 -104,900
   Team Financial Group LLC 178 *Closed 2024-03-31 0 $0 -38
   Long Island Wealth Management Inc. 373 *Closed 2024-03-31 0 $0 -358

  38 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results