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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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 | 2.1M | $124M | -3% | Mar 2024 |
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| Bank of America Corporation | 484k | $26M | -30% | Dec 2023 |
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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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| Q3 Asset Management | 272k | $16M | 254% | Mar 2024 |
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| Jpmorgan Chase & Co | 179k | $9.6M | -9% | Dec 2023 |
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| HighTower Advisors | 174k | $10M | -2% | Mar 2024 |
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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 | 130k | $7.7M | -10% | Mar 2024 |
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| Advisory Services Network | 126k | $7.5M | 64% | Mar 2024 |
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| AE Wealth Management | 123k | $6.7M | 19% | Dec 2023 |
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| Quantitative Strategies | 120k | $7.1M | -4% | Mar 2024 |
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| Kestra Advisory Services | 71k | $3.8M | 10% | Dec 2023 |
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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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| 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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| Mariner Wealth Advisors | 47k | $2.5M | 12% | Dec 2023 |
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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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| Goldman Sachs Group | 41k | $2.2M | 100% | Dec 2023 |
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| Smith, Salley & Associates | 41k | $2.4M | 17% | 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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| Patriot Financial Group Insurance Agency | 29k | $1.7M | -57% | 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 | 28k | $1.6M | 2% | Mar 2024 |
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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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| 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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| 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 | 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 | $817k | -24% | Dec 2023 |
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| Western Wealth Management | 14k | $822k | 0% | Mar 2024 |
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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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| Susquehanna International | 12k | $721k | -90% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 12k | $707k | 5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 10k | $603k | 0% | 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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| 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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| 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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| 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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| Trail Ridge Investment Advisors | 3.8k | $203k | 100% | Dec 2023 |
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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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| 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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| 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 | $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 | $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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| 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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| TD Waterhouse Canada | 1.0k | $53k | 0% | Dec 2023 |
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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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| Addison Advisors | 743.00 | $44k | 0% | Mar 2024 |
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| Transamerica Financial Advisors | 663.00 | $36k | 6% | 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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| 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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| 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 | $31k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 495.00 | $27k | 100% | Dec 2023 |
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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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| 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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| HighMark Wealth Management | 350.00 | $21k | 0% | Mar 2024 |
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| Element Wealth | 303.00 | $18k | 0% | Mar 2024 |
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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 | $15M | 0% | Mar 2024 |
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| Quadrant Capital | 246.00 | $13k | -18% | 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 | $10k | 0% | Mar 2024 |
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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 | $7.1k | 0% | Mar 2024 |
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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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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 |
| Citadel Advisors | Sep 2023 | 53k | $2.5M |
| 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 |
| Flow Traders US | Sep 2023 | 23k | $1.1M |
| Jane Street | Sep 2023 | 15k | $694k |
| 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 |
| McGlone Suttner Wealth Management | Dec 2023 | 1.9k | $102k |
| Advisors Preferred | Dec 2023 | 405.00 | $22k |
| Larson Financial Group | Dec 2023 | 235.00 | $13k |
| Global Wealth Management Investment Advisory | Dec 2023 | 100.00 | $5.4k |