Who owns Fidelity msci matls index?

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

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Top investors of Fidelity msci matls index stock

Who bought or sold Fidelity msci matls index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lido Advisors 471k $23M -1% Dec 2023
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AE Wealth Management 394k $19M 49% Dec 2023
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Advisor Group Holdings 229k $11M -24% Dec 2023
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Wells Fargo & Company 178k $8.7M -2% Dec 2023
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Peak Financial Management 148k $7.2M -5% Dec 2023
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Commonwealth Equity Services 106k $5.1M -3% Dec 2023
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Advisory Services Network 66k $3.2M 142% Dec 2023
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Goldman Sachs Group 53k $2.6M 7% Dec 2023
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Certified Advisory Corp 51k $2.5M 7% Dec 2023
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Stifel Financial 41k $2.0M 12% Dec 2023
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H D Vest Advisory Services 41k $2.0M 7% Dec 2023
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Agf Management 34k $1.7M 42% Dec 2023
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Mather Group 32k $1.6M 0% Mar 2024
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CI Private Wealth 31k $1.5M 2% Dec 2023
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Jpmorgan Chase & Co 31k $1.5M 28% Dec 2023
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Cambridge Investment Research Advisors 30k $1.5M -6% Dec 2023
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Beaumont Financial Advisors 28k $1.4M 100% Dec 2023
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Park Avenue Securities 27k $1.4M -3% Mar 2024
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Sunbelt Securities 26k $1.4M 3% Mar 2024
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Raymond James Financial Services Advisors 22k $1.1M -3% Dec 2023
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Bank of America Corporation 21k $1.0M 39% Dec 2023
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HighTower Advisors 19k $928k -6% Dec 2023
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Exchange Capital Management 19k $988k -6% Mar 2024
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Focus Financial Network 16k $778k 100% Dec 2023
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Yoder Wealth Management 16k $768k 12% Dec 2023
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J.w. Cole Advisors 16k $767k 0% Dec 2023
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CX Institutional 15k $793k 3% Mar 2024
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Absolute Capital Management 15k $717k 100% Dec 2023
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Kestra Advisory Services 14k $684k 16% Dec 2023
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Citadel Advisors 14k $659k -68% Dec 2023
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SeaCrest Wealth Management 13k $702k 56% Mar 2024
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Level Four Advisory Services 11k $533k 1% Dec 2023
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Snowden Capital Advisors 10k $498k 4% Dec 2023
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Trail Ridge Investment Advisors 10k $498k -2% Dec 2023
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Smith, Salley & Associates 10k $486k 0% Dec 2023
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Ariel Capital Advisors 9.9k $485k 0% Dec 2023
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LYNCH & Associates 8.6k $450k 11% Mar 2024
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Mariner Wealth Advisors 8.3k $403k -2% Dec 2023
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Financial Partners Group 7.8k $379k -7% Dec 2023
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Royal Bank of Canada 6.8k $335k -64% Dec 2023
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Robertson Stephens Wealth Management 6.7k $327k 100% Dec 2023
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Essex Financial Services 6.4k $311k 0% Dec 2023
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Flow Traders US 6.4k $310k 100% Dec 2023
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Kestra Private Wealth Services 6.3k $307k -1% Dec 2023
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Mutual Advisors 5.7k $276k 0% Dec 2023
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B.O.S.S. Retirement Advisors 5.6k $275k 100% Dec 2023
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Orion Portfolio Solutions 5.6k $270k -90% Dec 2023
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Lincoln National 5.2k $255k -76% Dec 2023
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Kingdom Financial Group 5.1k $247k 100% Dec 2023
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Signal Advisors Wealth 4.9k $255k 100% Mar 2024
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Beaumont Asset Management 4.8k $235k 1% Dec 2023
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SJA Financial Advisory 4.7k $228k -53% Dec 2023
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Sigma Planning 4.5k $217k -64% Dec 2023
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Wealth Enhancement Advisory Services 4.2k $221k -15% Mar 2024
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Rosenberg Matthew Hamilton 3.6k $174k 0% Dec 2023
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UBS Group 2.9k $139k 7% Dec 2023
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Tortoise Investment Management 2.7k $130k -23% Dec 2023
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CWM 2.1k $110k 1% Mar 2024
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Private Ocean 1.7k $90k -23% Mar 2024
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Concord Wealth Partners 1.4k $69k -1% Dec 2023
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Sym Financial Corporation 1.0k $49k -57% Dec 2023
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IFP Advisors 999.00 $49k -10% Dec 2023
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Coppell Advisory Solutions 832.00 $41k -29% Dec 2023
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Sachetta 740.00 $36k 100% Dec 2023
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Baldwin Brothers 700.00 $37k 0% Mar 2024
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Creative Financial Designs 626.00 $31k 0% Dec 2023
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Franklin Resources 500.00 $24k 0% Dec 2023
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Financial Perspectives 476.00 $23k 0% Dec 2023
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Stone House Investment Management 474.00 $23k -63% Dec 2023
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Emerald Investment Partners 320.00 $16k 0% Dec 2023
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Retirement Group 317.00 $16k 1% Dec 2023
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AdvisorNet Financial 300.00 $16k 0% Mar 2024
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Newbridge Financial Services Group 300.00 $15k 0% Dec 2023
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Steward Partners Investment Advisory 230.00 $11k 0% Dec 2023
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Citigroup 217.00 $11k 115% Dec 2023
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Capital Investment Advisory Services 205.00 $10k 0% Dec 2023
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Harbour Investments 195.00 $9.5k 0% Dec 2023
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Proequities 156.00 $7.6M 0% Dec 2023
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CVA Family Office 149.00 $7.3k 100% Dec 2023
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Global Retirement Partners 136.00 $6.4k 0% Dec 2023
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Legacy Bridge 100.00 $4.9k 0% Dec 2023
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Larson Financial Group 81.00 $3.9k 100% Dec 2023
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Heritage Wealth Advisors 75.00 $3.7k 0% Dec 2023
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Creekmur Asset Management 75.00 $3.7k 100% Dec 2023
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Raleigh Capital Management 73.00 $3.6k 100% Dec 2023
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Private Trust Co Na 70.00 $3.4k 100% Dec 2023
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Element Wealth 58.00 $2.8k 0% Dec 2023
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Benjamin F. Edwards & Company 50.00 $2.0k 100% Dec 2023
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Milestone Group 41.00 $2.0k 100% Dec 2023
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Farmers & Merchants Trust Co of Chambersburg PA 35.00 $2.0k 0% Dec 2023
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Sound Income Strategies 19.00 $994.999600 -27% Mar 2024
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Farther Finance Advisors 14.00 $682.000200 -46% Dec 2023
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Pacifica Partners 13.00 $667.999800 100% Mar 2024
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Salem Investment Counselors 4.00 $210.000000 0% Mar 2024
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Gradient Investments 3.00 $150.000000 0% Dec 2023
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Who sold out of Fidelity msci matls index?

Fund or Company Name Date Sold Shares Held Valued At
Southern Capital Advisors Sep 2023 19k $832k
Jane Street Sep 2023 18k $780k
Janney Montgomery Scott Sep 2023 11k $469k
Strengthening Families & Communities Sep 2023 6.9k $305k
Simplex Trading Sep 2023 5.00 $0