Who owns Fidelity msci finls idx?
- Ticker: FNCL
- CUSIP Number: 316092501
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity msci finls idx with up to 7 years of data, all consolidated into one spreadsheet
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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 | 2.2M | $119M | 13% | Dec 2023 |
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Charles Schwab Investment Management | 2.2M | $116M | -1% | Dec 2023 |
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Bank of America Corporation | 484k | $26M | -30% | Dec 2023 |
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Commonwealth Equity Services | 425k | $23M | 21% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 312k | $19M | 2% | Mar 2024 |
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Jpmorgan Chase & Co | 179k | $9.6M | -9% | Dec 2023 |
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HighTower Advisors | 178k | $9.5M | 88% | Dec 2023 |
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Agf Management | 169k | $9.0M | 42% | Dec 2023 |
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Advisor Group Holdings | 164k | $8.8M | 2% | Dec 2023 |
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Stifel Financial | 163k | $8.8M | 9% | Dec 2023 |
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Wells Fargo & Company | 145k | $7.8M | 3% | Dec 2023 |
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Quantitative Strategies | 126k | $6.7M | -3% | Dec 2023 |
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AE Wealth Management | 123k | $6.7M | 19% | Dec 2023 |
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Advisory Services Network | 77k | $4.1M | -4% | Dec 2023 |
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Q3 Asset Management | 77k | $4.1M | 100% | Dec 2023 |
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Kestra Advisory Services | 71k | $3.8M | 10% | Dec 2023 |
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Patriot Financial Group Insurance Agency | 68k | $3.7M | -2% | Dec 2023 |
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VCI Wealth Management | 66k | $3.5M | 100% | Dec 2023 |
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Cambridge Investment Research Advisors | 58k | $3.4M | -12% | Mar 2024 |
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Win Advisors | 57k | $3.0M | 100% | Dec 2023 |
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Maltin Wealth Management | 53k | $3.1M | 4% | Mar 2024 |
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Royal Bank of Canada | 51k | $2.7M | -56% | Dec 2023 |
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Yoder Wealth Management | 50k | $3.0M | 0% | Mar 2024 |
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Orion Portfolio Solutions | 48k | $2.6M | 813% | Dec 2023 |
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Mariner Wealth Advisors | 47k | $2.5M | 12% | Dec 2023 |
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Richard C. Young & Co | 45k | $2.4M | 100% | Dec 2023 |
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Lincoln National | 44k | $2.4M | -21% | Dec 2023 |
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EP Wealth Advisors | 42k | $2.2M | 0% | Dec 2023 |
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Goldman Sachs Group | 41k | $2.2M | 100% | Dec 2023 |
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Exchange Capital Management | 37k | $2.2M | -5% | Mar 2024 |
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Smith, Salley & Associates | 35k | $1.9M | 0% | Dec 2023 |
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Kestra Private Wealth Services | 34k | $1.8M | -4% | Dec 2023 |
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Pinnacle Wealth Management Group | 33k | $1.8M | 3% | Dec 2023 |
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LYNCH & Associates | 33k | $1.9M | 9% | Mar 2024 |
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Galvin, Gaustad & Stein | 28k | $1.7M | -84% | Mar 2024 |
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Robertson Stephens Wealth Management | 28k | $1.5M | 0% | Dec 2023 |
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PFG Advisors | 27k | $1.5M | -2% | Dec 2023 |
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Atria Wealth Solutions | 27k | $1.4M | 32% | Dec 2023 |
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Ameritas Advisory Services | 26k | $1.4M | -9% | Dec 2023 |
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Beaumont Financial Advisors | 25k | $1.4M | 100% | Dec 2023 |
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Mutual Advisors | 24k | $1.3M | 1% | Dec 2023 |
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Birchcreek Wealth Management | 24k | $1.3M | -10% | Dec 2023 |
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CX Institutional | 23k | $1.4M | 1% | Mar 2024 |
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Mercer Global Advisors | 21k | $1.1M | 21% | Dec 2023 |
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Snowden Capital Advisors | 20k | $1.1M | 13% | Dec 2023 |
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Merit Financial Group | 20k | $1.1M | -7% | Dec 2023 |
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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 | $813k | 0% | Dec 2023 |
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Ambassador Advisors | 15k | $817k | -24% | Dec 2023 |
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Western Wealth Management | 14k | $741k | 0% | Dec 2023 |
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U.S. Capital Wealth Advisors | 14k | $726k | -59% | Dec 2023 |
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Centaurus Financial | 14k | $723k | 0% | Dec 2023 |
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Rappaport Reiches Capital Management | 13k | $787k | 0% | Mar 2024 |
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Pathstone Holdings | 13k | $669k | 100% | Dec 2023 |
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Glass Jacobson Investment Advisors | 11k | $607k | 12% | Dec 2023 |
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Raymond James Financial Services Advisors | 10k | $603k | 0% | Mar 2024 |
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Private Advisor | 9.9k | $528k | 4% | Dec 2023 |
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Court Place Advisors | 8.9k | $476k | -8% | Dec 2023 |
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Citigroup | 8.8k | $471k | 31% | Dec 2023 |
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Sigma Planning | 8.3k | $443k | -49% | Dec 2023 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.0k | $429k | 3% | Dec 2023 |
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Bank of New York Mellon | 8.0k | $429k | 0% | Dec 2023 |
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Pallas Capital Advisors | 8.0k | $473k | 0% | Mar 2024 |
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Mcdonald Partners | 7.8k | $463k | 0% | Mar 2024 |
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Koshinski Asset Management | 7.8k | $415k | 100% | Dec 2023 |
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Bp Wealth Management | 6.9k | $371k | -39% | Dec 2023 |
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Sunbelt Securities | 6.9k | $409k | 5% | Mar 2024 |
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Creative Planning | 6.9k | $368k | 2% | Dec 2023 |
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Wealth Enhancement Advisory Services | 6.8k | $406k | 9% | Mar 2024 |
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HBW Advisory Services | 6.5k | $349k | 0% | Mar 2024 |
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Fisher Investments | 6.3k | $336k | -22% | Dec 2023 |
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Janney Montgomery Scott | 6.0k | $323k | -91% | Dec 2023 |
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D.B. Root & Company | 6.0k | $355k | 0% | Mar 2024 |
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Capital Investment Counsel | 5.9k | $314k | -1% | Dec 2023 |
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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 | $299k | 0% | Dec 2023 |
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J.w. Cole Advisors | 5.5k | $294k | 100% | Dec 2023 |
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Wagner Bowman Management | 5.4k | $322k | 0% | Mar 2024 |
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Secure Asset Management | 5.3k | $282k | 100% | Dec 2023 |
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Axxcess Wealth Management | 5.1k | $271k | 100% | Dec 2023 |
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Founders Financial Securities | 4.6k | $275k | -4% | Mar 2024 |
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Chas. P. Smith & Associates, PA, CPA's | 4.4k | $237k | 2% | Dec 2023 |
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GUNN & Co INVESTMENT MANAGEMENT | 4.4k | $237k | 100% | Dec 2023 |
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Sym Financial Corporation | 4.4k | $237k | -29% | Dec 2023 |
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Cornerstone Management | 4.3k | $232k | 0% | Dec 2023 |
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Panoramic Investment Advisors | 4.3k | $253k | -19% | 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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Trail Ridge Investment Advisors | 3.8k | $203k | 100% | Dec 2023 |
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Stratos Wealth Advisors | 3.5k | $206k | 100% | Mar 2024 |
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Ariel Capital Advisors | 3.4k | $182k | 0% | Dec 2023 |
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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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Principal Securities | 2.4k | $127k | 100% | Dec 2023 |
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Franklin Resources | 2.3k | $124k | 0% | Dec 2023 |
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Valley National Advisers | 2.3k | $134k | 0% | Mar 2024 |
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UBS Group | 2.1k | $112k | 7% | Dec 2023 |
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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 | $83k | 0% | Dec 2023 |
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Mather Group | 1.5k | $83k | 100% | Mar 2024 |
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Sanctuary Wealth Management | 1.5k | $81k | 56% | Dec 2023 |
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Global Retirement Partners | 1.5k | $89k | 5% | Mar 2024 |
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Steward Partners Investment Advisory | 1.5k | $79k | 0% | Dec 2023 |
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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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TD Waterhouse Canada | 1.0k | $53k | 0% | Dec 2023 |
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Pnc Financial Services | 847.00 | $45k | -39% | Dec 2023 |
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Financial Perspectives | 796.00 | $47k | 0% | Mar 2024 |
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Addison Advisors | 743.00 | $40k | 0% | Dec 2023 |
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Transamerica Financial Advisors | 663.00 | $36k | 6% | Dec 2023 |
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Geneos Wealth Management | 655.00 | $35k | -73% | Dec 2023 |
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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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Capital Investment Advisory Services | 619.00 | $33k | -19% | Dec 2023 |
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FTB Advisors | 618.00 | $33k | 0% | Dec 2023 |
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Tidemark | 554.00 | $30k | 100% | Dec 2023 |
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FSA Wealth Management | 530.00 | $28k | 100% | Dec 2023 |
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William Blair $ Company | 524.00 | $28k | 0% | Dec 2023 |
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ICA Group Wealth Management | 495.00 | $27k | 100% | Dec 2023 |
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Creative Financial Designs | 460.00 | $25k | 0% | Dec 2023 |
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CVA Family Office | 425.00 | $23k | 100% | Dec 2023 |
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Advisors Preferred | 405.00 | $22k | 100% | Dec 2023 |
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Spire Wealth Management | 400.00 | $24k | 0% | Mar 2024 |
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HighMark Wealth Management | 350.00 | $19k | 0% | Dec 2023 |
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Element Wealth | 302.00 | $16k | 1% | Dec 2023 |
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Oliver Lagore Vanvalin Investment Group | 289.00 | $16k | 0% | Dec 2023 |
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Tradewinds Capital Management | 286.00 | $17k | 0% | Mar 2024 |
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Proequities | 250.00 | $13M | 0% | Dec 2023 |
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Quadrant Capital | 246.00 | $13k | -18% | Dec 2023 |
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Parallel Advisors | 236.00 | $13k | 0% | Dec 2023 |
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Larson Financial Group | 235.00 | $13k | -52% | Dec 2023 |
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Tradition Wealth Management | 200.00 | $11k | 0% | Dec 2023 |
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Able Wealth Management | 181.00 | $9.7k | 100% | Dec 2023 |
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CNB Bank | 175.00 | $9.4k | 0% | Dec 2023 |
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Impact Partnership Wealth | 168.00 | $9.0k | 0% | Dec 2023 |
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Armstrong Advisory Group | 154.00 | $8.2k | 0% | Mar 2024 |
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Stone House Investment Management | 149.00 | $8.0k | -64% | Dec 2023 |
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Main Street Group | 145.00 | $7.8k | 100% | Dec 2023 |
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Beaird Harris Wealth Management | 122.00 | $6.5k | 1% | Dec 2023 |
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Plante Moran Financial Advisors | 120.00 | $6.4k | 0% | Dec 2023 |
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Summit Investment Advisors | 117.00 | $6.3k | 0% | Dec 2023 |
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Cutler | 100.00 | $1.0k | -67% | Mar 2024 |
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Global Wealth Management Investment Advisory | 100.00 | $5.4k | 0% | Dec 2023 |
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Milestone Group | 87.00 | $4.7k | 0% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 77.00 | $4.1k | 0% | Dec 2023 |
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Pacifica Partners | 75.00 | $4.4k | 100% | Mar 2024 |
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Richard W. Paul & Associates | 75.00 | $4.0k | 0% | Dec 2023 |
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Lindbrook Capital | 2.00 | $107.000000 | -99% | Dec 2023 |
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Who sold out of Fidelity msci finls idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
USAdvisors Wealth Management | Sep 2023 | 79k | $3.7M |
Citadel Advisors | Sep 2023 | 53k | $2.5M |
Pitti Group Wealth Management | Sep 2023 | 28k | $1.3M |
Bouvel Investment Partners | Dec 2023 | 24k | $1.3M |
Flow Traders US | Sep 2023 | 23k | $1.1M |
Jane Street | Sep 2023 | 15k | $694k |
Raymond James & Associates | Dec 2023 | 5.4k | $289k |
Advisors Capital Management | Sep 2023 | 5.1k | $237k |
McGlone Suttner Wealth Management | Dec 2023 | 1.9k | $102k |
Mascoma Wealth Management | Sep 2023 | 433.00 | $20k |
Hanson McClain Advisors | Sep 2023 | 95.00 | $4.4k |