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 |
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Commonwealth Equity Services | 725k | $45M | 4% | Sep 2024 |
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Envestnet Asset Management | 555k | $34M | 3% | Sep 2024 |
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Kestra Advisory Services | 312k | $19M | -2% | Sep 2024 |
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Ameritas Advisory Services | 304k | $19M | 16% | Sep 2024 |
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Bank of America Corporation | 286k | $18M | -2% | Sep 2024 |
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CI Private Wealth | 279k | $17M | -11% | Sep 2024 |
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Segall Bryant & Hamill | 277k | $17M | 100% | Sep 2024 |
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Abundance Wealth Counselors | 195k | $12M | 100% | Sep 2024 |
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Sykon Capital | 192k | $12M | 100% | Sep 2024 |
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Morgan Stanley | 167k | $9.5M | 3% | Jun 2024 |
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GFG Capital | 164k | $8.4M | 1% | Sep 2024 |
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LPL Financial | 159k | $9.7M | 15% | Sep 2024 |
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Win Advisors | 153k | $9.4M | 100% | Sep 2024 |
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Running Point Capital Advisors | 148k | $9.1M | 2% | Sep 2024 |
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Goss Wealth Management | 145k | $8.3M | 0% | Jun 2024 |
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Lido Advisors | 134k | $7.6M | -3% | Jun 2024 |
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Cetera Investment Advisers | 126k | $7.2M | 9% | Jun 2024 |
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Advisor Group Holdings | 118k | $7.2M | -21% | Sep 2024 |
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Thrivent Financial for Lutherans | 116k | $7.1M | 26% | Sep 2024 |
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Raymond James & Associates | 89k | $5.5M | 5% | Sep 2024 |
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Burns Wealth Management | 84k | $5.2M | 1% | Sep 2024 |
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Jpmorgan Chase & Co | 73k | $4.5M | -12% | Sep 2024 |
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AE Wealth Management | 59k | $3.6M | 1% | Sep 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 59k | $3.6M | 11% | Sep 2024 |
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Susquehanna International | 56k | $3.5M | 64% | Sep 2024 |
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Royal Bank of Canada | 52k | $3.2M | -21% | Sep 2024 |
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Cambridge Investment Research Advisors | 49k | $3.0M | 0% | Sep 2024 |
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Rockefeller Capital Management | 48k | $2.7M | -23% | Jun 2024 |
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Weaver Consulting Group | 45k | $2.8M | -1% | Sep 2024 |
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Advisors Capital Management | 36k | $2.2M | -1% | Sep 2024 |
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Tyler-Stone Wealth Management | 34k | $2.1M | 100% | Sep 2024 |
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Asset Allocation Strategies | 30k | $1.8M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 28k | $1.7M | 0% | Sep 2024 |
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Stifel Financial | 28k | $1.6M | 37% | Jun 2024 |
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Argent Trust | 27k | $1.7M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 25k | $1.4M | 29% | Jun 2024 |
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Jane Street | 25k | $1.5M | 100% | Sep 2024 |
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Sequent Asset Management | 23k | $1.4M | 0% | Sep 2024 |
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Verity Asset Management | 22k | $1.3M | 10% | Sep 2024 |
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Rehmann Capital Advisory | 21k | $1.3M | -18% | Sep 2024 |
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Citadel Advisors | 20k | $1.2M | 42% | Sep 2024 |
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Howard Capital Management | 18k | $1.1M | 6% | Sep 2024 |
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Westside Investment Management | 16k | $983k | -6% | Sep 2024 |
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Advisory Services Network | 15k | $844k | 0% | Sep 2024 |
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Great Valley Advisor Group | 14k | $874k | 0% | Sep 2024 |
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Pallas Capital Advisors | 13k | $824k | 6% | Sep 2024 |
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Mml Investors Services | 12k | $762k | -3% | Sep 2024 |
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Raymond James Financial Services Advisors | 11k | $690k | -16% | Sep 2024 |
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Cary Street Partner Investment Advisory | 11k | $658k | -11% | Sep 2024 |
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Kestra Private Wealth Services | 10k | $632k | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 10k | $624k | 30% | Sep 2024 |
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AllSquare Wealth Management | 9.9k | $567k | 0% | Jun 2024 |
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Foundations Investment Advisors | 9.0k | $552k | 100% | Sep 2024 |
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Goldman Sachs Group | 8.9k | $507k | 100% | Jun 2024 |
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H D Vest Advisory Services | 8.9k | $506k | -9% | Jun 2024 |
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Streettalk Advisors | 8.2k | $501k | 100% | Sep 2024 |
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Integrated Wealth Concepts | 8.0k | $494k | -1% | Sep 2024 |
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Buckingham Strategic Partners | 8.0k | $489k | 1% | Sep 2024 |
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Bryant Woods Investment Advisors | 7.9k | $386k | 33% | Jun 2024 |
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Private Advisor | 7.0k | $430k | -2% | Sep 2024 |
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Sigma Planning | 6.8k | $417k | -1% | Sep 2024 |
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Brookstone Capital Management | 6.5k | $402k | 0% | Sep 2024 |
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Silver Oak Securities | 6.4k | $391k | 44% | Sep 2024 |
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Sunbelt Securities | 6.2k | $383k | -1% | Sep 2024 |
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Atria Wealth Solutions | 6.1k | $375k | 36% | Sep 2024 |
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Kingswood Wealth Advisors | 5.9k | $361k | 1% | Sep 2024 |
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Valley Financial Group | 5.4k | $332k | 2% | Sep 2024 |
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Johnson Investment Counsel | 5.3k | $323k | -1% | Sep 2024 |
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Stonebridge Financial Planning Group | 5.3k | $322k | -16% | Sep 2024 |
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RWM Asset Management | 5.2k | $317k | 0% | Sep 2024 |
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Sovereign Financial Group | 5.0k | $307k | 0% | Sep 2024 |
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ARS Wealth Advisors Group | 4.9k | $302k | 0% | Sep 2024 |
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Branch Banking & Trust Company | 4.7k | $268k | 100% | Jun 2024 |
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HPM Partners | 4.4k | $270k | 100% | Sep 2024 |
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Mariner Wealth Advisors | 4.4k | $269k | 3% | Sep 2024 |
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D. E. Shaw & Co | 4.4k | $267k | 100% | Sep 2024 |
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Absolute Capital Management | 4.2k | $258k | -94% | Sep 2024 |
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Atria Investments | 4.0k | $248k | -1% | Sep 2024 |
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Elevation Capital Advisory | 4.0k | $246k | 100% | Sep 2024 |
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GeoWealth Management | 4.0k | $246k | 100% | Sep 2024 |
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Huntington National Bank | 3.9k | $242k | 0% | Sep 2024 |
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Carnegie Capital Asset Management | 3.9k | $240k | -4% | Sep 2024 |
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Mercer Global Advisors | 3.9k | $220k | -8% | Jun 2024 |
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RMR Wealth Builders | 3.8k | $233k | 0% | Sep 2024 |
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Aviance Capital Partners | 3.5k | $218k | 0% | Sep 2024 |
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Amg National Trust Bank | 3.5k | $214k | 100% | Sep 2024 |
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JB Capital | 3.5k | $213k | 100% | Sep 2024 |
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Hoxton Planning & Management | 3.4k | $211k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 3.4k | $194k | -17% | Jun 2024 |
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Apollon Wealth Management | 3.3k | $204k | -6% | Sep 2024 |
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OmniStar Financial Group | 3.3k | $202k | 100% | Sep 2024 |
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Aptus Capital Advisors | 3.2k | $195k | 52% | Sep 2024 |
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Harwood Advisory | 3.1k | $193k | 100% | Sep 2024 |
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IFP Advisors | 3.1k | $175k | 0% | Jun 2024 |
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Key FInancial | 2.4k | $149k | 0% | Sep 2024 |
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Cullen Frost Bankers | 2.2k | $137k | 904% | Sep 2024 |
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Clarity Asset Management | 2.2k | $135k | 0% | Sep 2024 |
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SRS Capital Advisors | 1.8k | $110k | 0% | Sep 2024 |
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EP Wealth Advisors | 1.6k | $101k | 100% | Sep 2024 |
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Harbour Investments | 1.2k | $74k | 0% | Sep 2024 |
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Summit Investment Advisors | 983.00 | $60k | 100% | Sep 2024 |
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Qube Research & Technologies | 622.00 | $36k | 100% | Jun 2024 |
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William Blair $ Company | 508.00 | $31k | 100% | Sep 2024 |
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Voisard Asset Management Group | 500.00 | $31k | 0% | Sep 2024 |
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Brian McDonald | 394.00 | $24k | 100% | Sep 2024 |
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VitalStone Financial | 387.00 | $24k | 8% | Sep 2024 |
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O'shaughnessy Asset Management | 382.00 | $24k | 0% | Sep 2024 |
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Farther Finance Advisors | 365.00 | $22k | 10% | Sep 2024 |
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Principal Securities | 208.00 | $13k | 100% | Sep 2024 |
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CWM | 200.00 | $12k | 0% | Sep 2024 |
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GAMMA Investing | 192.00 | $12k | 0% | Sep 2024 |
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Wells Fargo & Company | 144.00 | $8.8k | -18% | Sep 2024 |
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Us Bancorp | 134.00 | $8.2k | -83% | Sep 2024 |
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Global Retirement Partners | 102.00 | $6.3k | 0% | Sep 2024 |
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Sound Income Strategies | 61.00 | $3.7k | 0% | Sep 2024 |
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Hanson McClain Advisors | 47.00 | $2.9k | 100% | Sep 2024 |
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Coppell Advisory Solutions | 36.00 | $2.2k | 0% | Sep 2024 |
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Transcendent Capital Group | 24.00 | $1.5k | 100% | Sep 2024 |
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Spire Wealth Management | 10.00 | $614.000000 | 0% | Sep 2024 |
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Islay Capital Management | 7.00 | $428.999900 | 100% | Sep 2024 |
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Coston, McIsaac & Partners | 6.00 | $0 | 0% | Sep 2024 |
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Who sold out of Fidelity low volity etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Personal Cfo Solutions | Mar 2024 | 39k | $2.2M |
Kowal Investment Group | Jun 2024 | 12k | $685k |
Orion Portfolio Solutions | Mar 2024 | 3.8k | $214k |
Gradient Investments | Jun 2024 | 573.00 | $33k |
Great Lakes Retirement | Jun 2024 | 262.00 | $15k |
Truvestments Capital | Mar 2024 | 219.00 | $12k |
Franklin Resources | Jun 2024 | 101.00 | $5.8k |