Who owns Fidelity msci finls idx?

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Analyze quarterly positions in Fidelity msci finls idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity msci finls idx stock

Who bought or sold Fidelity msci finls idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lido Advisors 2.3M $135M 2% Mar 2024
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Charles Schwab Investment Management 2.1M $124M -3% Mar 2024
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Commonwealth Equity Services 365k $22M -14% Mar 2024
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Congress Wealth Management LLC / DE / 312k $19M 2% Mar 2024
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Full Sail Capital 292k $17M -46% Mar 2024
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Q3 Asset Management 272k $16M 254% Mar 2024
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Agf Management 249k $15M 48% Mar 2024
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Morgan Stanley 236k $23M 14% Mar 2024
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HighTower Advisors 174k $10M -2% Mar 2024
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Jpmorgan Chase & Co 173k $10M -3% Mar 2024
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Stifel Financial 163k $9.7M 0% Mar 2024
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Envestnet Asset Management 145k $8.6M 70% Mar 2024
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Advisor Group Holdings 135k $8.1M -18% Mar 2024
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Wells Fargo & Company 130k $7.7M -10% Mar 2024
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LPL Financial 128k $7.6M -12% Mar 2024
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Advisory Services Network 126k $7.5M 64% Mar 2024
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Quantitative Strategies 120k $7.1M -4% Mar 2024
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Thrivent Financial for Lutherans 113k $6.7M 1525% Mar 2024
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Citadel Advisors 72k $4.3M 100% Mar 2024
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Kestra Advisory Services 71k $3.8M 10% Dec 2023
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Bank of America Corporation 70k $4.2M -85% Mar 2024
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Cambridge Investment Research Advisors 58k $3.4M -12% Mar 2024
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VCI Wealth Management 55k $3.3M -17% Mar 2024
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AE Wealth Management 53k $3.1M -57% Mar 2024
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Maltin Wealth Management 53k $3.1M 4% Mar 2024
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FMR 52k $3.1M 36% Mar 2024
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Yoder Wealth Management 50k $3.0M 0% Mar 2024
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Mariner Wealth Advisors 48k $2.9M 2% Mar 2024
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Lincoln National 46k $2.7M 4% Mar 2024
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EP Wealth Advisors 42k $2.2M 0% Dec 2023
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Smith, Salley & Associates 41k $2.4M 17% Mar 2024
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Goldman Sachs Group 38k $2.3M -7% Mar 2024
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Exchange Capital Management 37k $2.2M -5% Mar 2024
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Kestra Private Wealth Services 34k $2.0M 1% Mar 2024
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Orion Portfolio Solutions 33k $2.0M -32% Mar 2024
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LYNCH & Associates 33k $1.9M 9% Mar 2024
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Ameriprise Financial 30k $1.8M 26% Mar 2024
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Patriot Financial Group Insurance Agency 29k $1.7M -57% Mar 2024
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Snowden Capital Advisors 29k $1.7M 42% Mar 2024
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Galvin, Gaustad & Stein 28k $1.7M -84% Mar 2024
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Robertson Stephens Wealth Management 28k $1.7M 0% Mar 2024
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PFG Advisors 28k $1.6M 2% Mar 2024
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Atria Wealth Solutions 27k $1.6M 1% Mar 2024
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Northwestern Mutual Wealth Management Company 27k $1.6M -28% Mar 2024
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Ameritas Advisory Services 26k $1.4M -9% Dec 2023
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Royal Bank of Canada 26k $1.5M -49% Mar 2024
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CX Institutional 23k $1.4M 1% Mar 2024
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Birchcreek Wealth Management 21k $1.3M -10% Mar 2024
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Beaumont Financial Advisors 21k $1.2M -17% Mar 2024
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Mercer Global Advisors 20k $1.2M -2% Mar 2024
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Merit Financial Group 17k $987k -13% Mar 2024
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Sigma Planning 16k $962k 96% Mar 2024
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Retirement Planning Group 16k $955k 0% Mar 2024
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Traynor Capital Management 16k $945k 4% Mar 2024
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Atlas Capital Advisors 16k $939k 7% Mar 2024
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G2 Capital Management, Llc / Oh 15k $902k 0% Mar 2024
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Ambassador Advisors 15k $883k -1% Mar 2024
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Western Wealth Management 14k $822k 0% Mar 2024
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Pathstone Holdings 14k $800k 8% Mar 2024
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Green Harvest Asset Management 13k $795k 0% Mar 2024
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UBS Group 13k $794k 537% Mar 2024
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Rappaport Reiches Capital Management 13k $787k 0% Mar 2024
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Susquehanna International 12k $721k -90% Mar 2024
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Glass Jacobson Investment Advisors 12k $707k 5% Mar 2024
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Bp Wealth Management 11k $649k 58% Mar 2024
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Centaurus Financial 10k $614k -23% Mar 2024
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Raymond James Financial Services Advisors 10k $603k 0% Mar 2024
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Keybank National Association 9.6k $568k -6% Mar 2024
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Private Advisor 9.5k $566k -3% Mar 2024
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Court Place Advisors 8.8k $521k -1% Mar 2024
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Hartline Investment Corporation 8.1k $482k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8.1k $482k 1% Mar 2024
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Bank of New York Mellon 8.0k $475k 0% Mar 2024
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Pallas Capital Advisors 8.0k $473k 0% Mar 2024
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Citigroup 7.9k $468k -10% Mar 2024
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Mcdonald Partners 7.8k $463k 0% Mar 2024
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Pensionmark Financial Group 7.5k $443k 100% Mar 2024
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Goss Wealth Management 7.3k $434k 7% Mar 2024
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Eqis Capital Management 6.9k $409k 100% Mar 2024
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Sunbelt Securities 6.9k $409k 5% Mar 2024
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Wealth Enhancement Advisory Services 6.8k $406k 9% Mar 2024
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Janney Montgomery Scott 6.7k $400k 11% Mar 2024
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HBW Advisory Services 6.5k $349k 0% Mar 2024
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Mutual Advisors 6.3k $373k -74% Mar 2024
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Creative Planning 6.2k $368k -10% Mar 2024
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D.B. Root & Company 6.0k $355k 0% Mar 2024
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Capital Investment Counsel 5.9k $348k 0% Mar 2024
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Financial Freedom 5.7k $340k 13% Mar 2024
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Breakwater Capital Group 5.7k $336k 100% Mar 2024
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Pacific Sun Financial Corp 5.6k $330k 0% Mar 2024
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Wagner Bowman Management 5.4k $322k 0% Mar 2024
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Secure Asset Management 5.3k $315k 1% Mar 2024
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Axxcess Wealth Management 5.1k $271k 100% Dec 2023
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Cornerstone Management 4.9k $293k 14% Mar 2024
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Founders Financial Securities 4.6k $275k -4% Mar 2024
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Acorn Financial Advisory Services 4.5k $268k 100% Mar 2024
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Fisher Investments 4.5k $266k -29% Mar 2024
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Mission Wealth Management 4.4k $260k 100% Mar 2024
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Chas. P. Smith & Associates, PA, CPA's 4.4k $258k -2% Mar 2024
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Panoramic Investment Advisors 4.3k $253k -19% Mar 2024
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Koshinski Asset Management 4.2k $247k -46% Mar 2024
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Dynamic Advisors Solutions 4.1k $242k 0% Mar 2024
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Williams & Novak 4.1k $218k 0% Mar 2024
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Valley Brook Capital Group 3.8k $228k 100% Mar 2024
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Brian McDonald 3.8k $227k 32% Mar 2024
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KCM Investment Advisors 3.7k $222k 100% Mar 2024
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Arkadios Wealth Advisors 3.6k $212k 100% Mar 2024
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Am Investment Strategies 3.5k $210k 100% Mar 2024
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Whalerock Point Partners 3.5k $207k 100% Mar 2024
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Stratos Wealth Advisors 3.5k $206k 100% Mar 2024
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Primoris Wealth Advisors 3.4k $204k 100% Mar 2024
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Ariel Capital Advisors 3.4k $202k 0% Mar 2024
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Rosenberg Matthew Hamilton 2.9k $173k 0% Mar 2024
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Spirit Of America Management Corp 2.6k $147k 100% Mar 2024
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Franklin Resources 2.3k $137k 0% Mar 2024
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Principal Securities 2.3k $136k -4% Mar 2024
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Valley National Advisers 2.3k $134k 0% Mar 2024
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Qube Research & Technologies 1.9k $114k 2% Mar 2024
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Harbour Investments 1.8k $95k 82% Dec 2023
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West Branch Capital 1.7k $103k 0% Mar 2024
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Bogart Wealth 1.5k $92k 0% Mar 2024
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Mather Group 1.5k $83k 100% Mar 2024
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Global Retirement Partners 1.5k $89k 5% Mar 2024
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Steward Partners Investment Advisory 1.5k $88k 0% Mar 2024
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EPG Wealth Management 1.3k $69k -37% Dec 2023
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American National Bank 1.2k $72k 73% Mar 2024
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Sanctuary Wealth Management 1.2k $72k -20% Mar 2024
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Parallel Advisors 1.1k $67k 378% Mar 2024
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Sym Financial Corporation 1.1k $65k -75% Mar 2024
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Belmont Capital 1.1k $64k 0% Mar 2024
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TD Waterhouse Canada 1.0k $59k 0% Mar 2024
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Pnc Financial Services 847.00 $50k 0% Mar 2024
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Financial Perspectives 796.00 $47k 0% Mar 2024
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Transamerica Financial Advisors 788.00 $47k 19% Mar 2024
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Addison Advisors 743.00 $44k 0% Mar 2024
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CWM 643.00 $38k 2% Mar 2024
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IFP Advisors 638.00 $34k 0% Dec 2023
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Geneos Wealth Management 626.00 $37k -4% Mar 2024
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Capital Investment Advisory Services 620.00 $37k 0% Mar 2024
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FTB Advisors 618.00 $37k 0% Mar 2024
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United Community Bank 582.00 $35k 100% Mar 2024
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First Manhattan 550.00 $33k 0% Mar 2024
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FSA Wealth Management 532.00 $32k 0% Mar 2024
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William Blair $ Company 524.00 $31k 0% Mar 2024
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Brown Brothers Harriman & Co. 487.00 $29k 100% Mar 2024
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Creative Financial Designs 460.00 $27k 0% Mar 2024
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Tidemark 439.00 $26k -21% Mar 2024
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CVA Family Office 425.00 $23k 100% Dec 2023
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Spire Wealth Management 400.00 $24k 0% Mar 2024
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Aptus Capital Advisors 387.00 $23k 39% Mar 2024
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ICA Group Wealth Management 280.00 $17k -43% Mar 2024
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Tower Research Capital 250.00 $15k -99% Mar 2024
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Who sold out of Fidelity msci finls idx?

Fund or Company Name Date Sold Shares Held Valued At
Win Advisors Dec 2023 57k $3.0M
Richard C. Young & Co Dec 2023 45k $2.4M
Pinnacle Wealth Management Group Dec 2023 33k $1.8M
Bouvel Investment Partners Dec 2023 24k $1.3M
U.S. Capital Wealth Advisors Dec 2023 14k $726k
J.w. Cole Advisors Dec 2023 5.5k $294k
Raymond James & Associates Dec 2023 5.4k $289k
GUNN & Co INVESTMENT MANAGEMENT Dec 2023 4.4k $237k
Trail Ridge Investment Advisors Dec 2023 3.8k $203k
McGlone Suttner Wealth Management Dec 2023 1.9k $102k
Advisors Preferred Dec 2023 405.00 $22k