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Get Institutions for : 
Fidelity Value Factor Etf (FVAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    11
Total shares held : 
7,614,846  
% of shares held : 
8.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
929,381  
% of shares held change : 
  1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 138,948
 1.82%
 
Increased Positions :
43
 1,148,780
 15.09%
 
Unchanged Positions :
15
 127,302
 1.67%
 
Decreased Positions :
23
-335,821
-4.41%
 
Closed Positions :
6
-22,526
-0.3%
 
Guru Positions :
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Principle Wealth Partners LLC 261 - 2024-03-31 6,167 $352,000 0
   LANDAAS & CO /WI /ADV 70 - 2024-03-31 4,560 $260,000 0
   Strategic Blueprint LLC 534 - 2024-03-31 4,144 $236,000 0
   NewEdge Wealth LLC 739 - 2024-03-31 4,065 $223,000 0
   CITIGROUP INC 3328 - 2024-03-31 2,054 $117,000 0
   COMERICA BANK 2538 - 2023-12-31 1,632 $87,000 0
   PROEQUITIES INC. 1275 - 2024-03-31 700 $40,000 0
   Spire Wealth Management 1571 - 2024-03-31 283 $16,000 0
   ATLAS CAPITAL ADVISORS LLC 670 - 2024-03-31 180 $10,000 0
   Steward Partners Investment Advisory LLC 3074 - 2023-12-31 52 $3,000 0

  10 Records found
  1    
  Page 1 of 1
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