Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fidelity Value Factor Etf (FVAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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

  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
   BANK OF MONTREAL /CAN/ 3315 *Closed 2023-12-31 0 $0 -18
   Orin Green Financial LLC 15 *Closed 2024-03-31 0 $0 -4,000
   FIRST CITIZENS BANK & TRUST CO 449 *Closed 2024-03-31 0 $0 -53,701
   FISCHER INVESTMENT STRATEGIES LLC 29 *Closed 2023-12-31 0 $0 -5,193
   Meridian Wealth Management LLC 448 *Closed 2024-03-31 0 $0 -5,180
   OLD MISSION CAPITAL LLC 1213 *Closed 2023-12-31 0 $0 -6,993
   Resurgent Financial Advisors LLC 486 *Closed 2024-03-31 0 $0 -400
   Ethos Financial Group LLC 268 *Closed 2024-03-31 0 $0 -13,608

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