Who owns Fidelity low volity etf?
- Ticker: FDLO
- CUSIP Number: 316092824
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity low volity etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fidelity low volity etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Commonwealth Equity Services | 718k | $38M | 3% | Dec 2023 |
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CI Private Wealth | 348k | $18M | -9% | Dec 2023 |
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Bank of America Corporation | 324k | $17M | 0% | Dec 2023 |
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Kestra Advisory Services | 293k | $16M | 2% | Dec 2023 |
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Advisor Group Holdings | 248k | $13M | -37% | Dec 2023 |
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Abundance Wealth Counselors | 211k | $12M | -1% | Mar 2024 |
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GFG Capital | 173k | $9.1M | 3102% | Dec 2023 |
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Lido Advisors | 153k | $8.1M | -5% | Dec 2023 |
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Ameritas Advisory Services | 141k | $7.6M | -48% | Dec 2023 |
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Raymond James & Associates | 87k | $4.9M | -1% | Mar 2024 |
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AE Wealth Management | 69k | $3.8M | 66% | Dec 2023 |
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Royal Bank of Canada | 64k | $3.4M | -13% | Dec 2023 |
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Capital Analysts | 58k | $3.1M | -8% | Dec 2023 |
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Rockefeller Capital Management | 57k | $3.0M | 100% | Dec 2023 |
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Lincoln National | 57k | $3.0M | -47% | Dec 2023 |
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Jane Street | 54k | $2.9M | 100% | Dec 2023 |
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Cambridge Investment Research Advisors | 50k | $2.8M | 8% | Mar 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 49k | $2.7M | 0% | Mar 2024 |
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Advisors Capital Management | 48k | $2.6M | -31% | Dec 2023 |
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Weaver Consulting Group | 46k | $2.6M | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 42k | $2.2M | 35% | Dec 2023 |
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Summit X | 39k | $2.1M | -48% | Dec 2023 |
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Absolute Capital Management | 33k | $1.7M | 689% | Dec 2023 |
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Argent Trust | 28k | $1.5M | 0% | Dec 2023 |
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Private Advisor | 27k | $1.4M | 8% | Dec 2023 |
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Sequent Asset Management | 23k | $1.3M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 19k | $1.1M | -11% | Mar 2024 |
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Advisory Services Network | 19k | $1.0M | -5% | Dec 2023 |
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D.A. Davidson & Co. | 19k | $990k | -21% | Dec 2023 |
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Tyler-Stone Wealth Management | 17k | $912k | 1% | Dec 2023 |
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UBS Group | 15k | $774k | -89% | Dec 2023 |
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Great Valley Advisor Group | 14k | $754k | 100% | Dec 2023 |
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Westside Investment Management | 14k | $796k | 17% | Mar 2024 |
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Howard Capital Management | 13k | $683k | 100% | Dec 2023 |
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Stifel Financial | 12k | $659k | 173% | Dec 2023 |
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Pallas Capital Advisors | 12k | $656k | 3% | Mar 2024 |
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Kowal Investment Group | 11k | $634k | -2% | Mar 2024 |
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AllSquare Wealth Management | 10k | $535k | -3% | Dec 2023 |
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H D Vest Advisory Services | 9.2k | $487k | 6% | Dec 2023 |
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Verity Asset Management | 8.7k | $458k | 0% | Dec 2023 |
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Raymond James Financial Services Advisors | 8.2k | $461k | -31% | Mar 2024 |
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Buckingham Strategic Partners | 7.3k | $386k | 9% | Dec 2023 |
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Bank Of Montreal | 6.7k | $356k | -15% | Dec 2023 |
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Brookstone Capital Management | 6.5k | $366k | -1% | Mar 2024 |
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Bryant Woods Investment Advisors | 6.4k | $342k | -19% | Dec 2023 |
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Sunbelt Securities | 6.3k | $356k | 345% | Mar 2024 |
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Stonebridge Financial Planning Group | 6.3k | $331k | 0% | Dec 2023 |
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Kestra Private Wealth Services | 6.0k | $317k | -5% | Dec 2023 |
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Mariner Wealth Advisors | 5.7k | $300k | 100% | Dec 2023 |
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Johnson Investment Counsel | 5.4k | $286k | -1% | Dec 2023 |
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RWM Asset Management | 5.2k | $290k | 0% | Mar 2024 |
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Sovereign Financial Group | 5.0k | $281k | 0% | Mar 2024 |
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Birchcreek Wealth Management | 4.4k | $232k | 100% | Dec 2023 |
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Mercer Global Advisors | 4.2k | $223k | 0% | Dec 2023 |
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Harwood Advisory | 4.2k | $222k | -10% | Dec 2023 |
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Huntington National Bank | 4.1k | $218k | 5% | Dec 2023 |
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Steward Partners Investment Advisory | 4.0k | $213k | -14% | Dec 2023 |
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GDS Wealth Management | 4.0k | $222k | 0% | Mar 2024 |
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RMR Wealth Builders | 3.9k | $217k | -32% | Mar 2024 |
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IFP Advisors | 3.1k | $165k | 1% | Dec 2023 |
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Clarity Asset Management | 2.2k | $115k | 100% | Dec 2023 |
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SRS Capital Advisors | 1.8k | $94k | 0% | Dec 2023 |
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Harbour Investments | 1.2k | $64k | 0% | Dec 2023 |
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VitalStone Financial | 520.00 | $28k | -89% | Dec 2023 |
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Voisard Asset Management Group | 500.00 | $28k | 0% | Mar 2024 |
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Proequities | 500.00 | $27M | 0% | Dec 2023 |
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O'shaughnessy Asset Management | 382.00 | $20k | -45% | Dec 2023 |
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Spire Wealth Management | 348.00 | $20k | 0% | Mar 2024 |
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Center for Financial Planning | 231.00 | $13k | 100% | Mar 2024 |
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CWM | 200.00 | $11k | 0% | Mar 2024 |
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Rockbridge Investment Management, LCC | 135.00 | $7.2k | 100% | Dec 2023 |
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Global Retirement Partners | 102.00 | $5.7k | 100% | Mar 2024 |
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Franklin Resources | 101.00 | $5.4k | 0% | Dec 2023 |
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Sound Income Strategies | 61.00 | $3.4k | -86% | Mar 2024 |
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Coppell Advisory Solutions | 50.00 | $2.6k | 100% | Dec 2023 |
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Wells Fargo & Company | 19.00 | $997.999700 | 100% | Dec 2023 |
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Coston, McIsaac & Partners | 6.00 | $0 | 0% | Mar 2024 |
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Washington Trust Company | 2.00 | $112.000000 | 100% | Mar 2024 |
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Who sold out of Fidelity low volity etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Goldman Sachs Group | Sep 2023 | 50k | $2.4M |
Prospera Financial Services | Sep 2023 | 35k | $1.7M |
Commonwealth Financial Services | Sep 2023 | 9.3k | $454k |
Sigma Planning | Sep 2023 | 6.8k | $332k |
Kingswood Wealth Advisors | Dec 2023 | 6.8k | $361k |
Keystone Wealth Services | Dec 2023 | 6.8k | $359k |
OmniStar Financial Group | Dec 2023 | 5.9k | $312k |
International Assets Investment Management | Dec 2023 | 4.6k | $243k |
Creative Planning | Sep 2023 | 78.00 | $3.8k |