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 2.2M $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