Who owns Fidelity msci energy idx?

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

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Top investors of Fidelity msci energy idx stock

Who bought or sold Fidelity msci energy idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
FMR 8.8M $227M 20426% Mar 2024
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Charles Schwab Investment Management 4.9M $127M 115% Mar 2024
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Lido Advisors 1.6M $43M 3% Mar 2024
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Commonwealth Equity Services 1.2M $32M -7% Mar 2024
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Envestnet Asset Management 931k $24M -26% Mar 2024
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HighTower Advisors 809k $21M 1% Mar 2024
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Northwestern Mutual Wealth Management Company 779k $20M 71% Mar 2024
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Yarbrough Capital 712k $18M 0% Mar 2024
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Wells Fargo & Company 702k $18M -14% Mar 2024
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Kestra Advisory Services 593k $15M 3% Mar 2024
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AE Wealth Management 563k $15M -6% Mar 2024
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UBS Group 297k $7.7M -1% Mar 2024
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LPL Financial 296k $7.7M -18% Mar 2024
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Kestra Private Wealth Services 294k $7.6M -18% Mar 2024
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Bank of America Corporation 283k $7.3M -73% Mar 2024
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Cutler Capital Management 243k $6.3M 5% Mar 2024
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Financial Partners Group 223k $5.8M -23% Mar 2024
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Cetera Investment Advisers 208k $5.4M 72% Mar 2024
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Connectus Wealth 204k $5.3M 6% Mar 2024
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Traynor Capital Management 202k $5.2M 3% Mar 2024
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KCM Investment Advisors 201k $5.2M -4% Mar 2024
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Morgan Stanley 191k $4.9M -27% Mar 2024
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Ameriprise Financial 187k $4.8M 18% Mar 2024
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IFP Advisors 182k $4.2M 7200% Dec 2023
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Wealth Quarterback 179k $4.6M 32% Mar 2024
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Advisor Group Holdings 176k $4.5M -54% Mar 2024
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Agf Management 170k $4.4M -22% Mar 2024
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Eley Financial Management 169k $4.4M 0% Mar 2024
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Mml Investors Services 168k $4.3M 1% Mar 2024
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Mariner Wealth Advisors 166k $4.3M 0% Mar 2024
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Advisory Services Network 164k $4.2M 11% Mar 2024
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Stifel Financial 156k $4.0M -2% Mar 2024
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Goss Wealth Management 151k $3.9M -16% Mar 2024
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Citadel Advisors 131k $3.4M 24% Mar 2024
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Jacobi Capital Management 120k $3.1M -2% Mar 2024
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Cambridge Investment Research Advisors 120k $3.1M -8% Mar 2024
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D. E. Shaw & Co 119k $3.1M 100% Mar 2024
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Goldman Sachs Group 112k $2.9M 187% Mar 2024
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Trail Ridge Investment Advisors 111k $2.9M -13% Mar 2024
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Raymond James & Associates 106k $2.7M 24% Mar 2024
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RFG Advisory 97k $2.5M -25% Mar 2024
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Steward Partners Investment Advisory 91k $2.3M -3% Mar 2024
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Yoder Wealth Management 86k $2.2M 18% Mar 2024
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Sigma Planning 86k $2.2M 59% Mar 2024
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Jpmorgan Chase & Co 83k $2.1M -79% Mar 2024
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VCI Wealth Management 82k $2.1M -14% Mar 2024
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Eqis Capital Management 81k $2.1M -28% Mar 2024
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Maltin Wealth Management 77k $2.0M 9% Mar 2024
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Leuthold Weeden Capital Management 76k $2.0M 4% Mar 2024
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Renaissance Technologies 75k $1.9M 175% Mar 2024
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Toroso Investments 74k $1.9M 100% Mar 2024
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Atria Wealth Solutions 69k $1.8M 4% Mar 2024
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Patriot Financial Group Insurance Agency 60k $1.6M -57% Mar 2024
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Smith, Salley & Associates 56k $1.5M 1% Mar 2024
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Susquehanna International 56k $1.5M -58% Mar 2024
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Beaumont Financial Advisors 55k $1.4M 100% Mar 2024
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Financial Perspectives 55k $1.4M 0% Mar 2024
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Stratos Wealth Advisors 55k $1.4M 0% Mar 2024
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Prudential Financial 54k $1.4M -31% Mar 2024
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Royal Bank of Canada 53k $1.4M -11% Mar 2024
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Sinecera Capital 51k $1.3M -60% Mar 2024
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Glass Jacobson Investment Advisors 50k $1.3M 5% Mar 2024
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LYNCH & Associates 50k $1.3M 5% Mar 2024
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Private Advisor 49k $1.3M 23% Mar 2024
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Sheets Smith Wealth Management 46k $1.2M -7% Mar 2024
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EPG Wealth Management 44k $1.1M -3% Mar 2024
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Northern Trust 44k $1.1M 265% Mar 2024
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Parsons Capital Management 42k $1.1M -1% Mar 2024
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D.A. Davidson & Co. 40k $1.0M 11% Mar 2024
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Hyperion Capital Advisors 38k $970k 0% Mar 2024
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Integrated Advisors Network 37k $956k 16% Mar 2024
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Sunbelt Securities 36k $943k -44% Mar 2024
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Full Sail Capital 35k $912k -35% Mar 2024
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Ambassador Advisors 34k $874k -1% Mar 2024
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Branch Banking & Trust Company 33k $855k -16% Mar 2024
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Ameritas Advisory Services 33k $844k 93% Mar 2024
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Snowden Capital Advisors 32k $829k 21% Mar 2024
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Atlas Capital Advisors 31k $797k 15% Mar 2024
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EP Wealth Advisors 30k $779k -2% Mar 2024
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Bank of Marin 30k $775k -6% Mar 2024
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Capital Investment Advisors 30k $771k -3% Mar 2024
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Core Wealth Partners 30k $771k 8% Mar 2024
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Inscription Capital 30k $787k 100% Mar 2024
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Raymond James Financial Services Advisors 29k $743k -6% Mar 2024
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PFG Financial Advisors 29k $738k -9% Mar 2024
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Fifth Third Securities 28k $733k -31% Mar 2024
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Prairie Wealth Advisors 28k $730k 100% Mar 2024
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Park Avenue Securities 28k $716k -3% Mar 2024
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Financial Freedom 27k $696k 1% Mar 2024
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Creative Planning 25k $643k 100% Mar 2024
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Equitable Holdings 25k $637k -10% Mar 2024
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Y-Intercept 25k $634k 100% Mar 2024
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CAP Partners 24k $622k -9% Mar 2024
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Able Wealth Management 24k $550k 100% Dec 2023
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Evergreen Wealth Solutions 22k $570k 100% Mar 2024
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Galvin, Gaustad & Stein 22k $558k -10% Mar 2024
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J.w. Cole Advisors 22k $556k -6% Mar 2024
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Us Bancorp 21k $543k -1% Mar 2024
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ValMark Advisers 21k $543k 24% Mar 2024
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Principal Securities 21k $532k -5% Mar 2024
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Strategic Advisors 20k $528k -14% Mar 2024
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HPM Partners 19k $498k 1% Mar 2024
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Quadrature Capital 19k $493k 100% Mar 2024
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Harbour Investments 19k $435k 229% Dec 2023
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Parallel Advisors 16k $422k 0% Mar 2024
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Robertson Stephens Wealth Management 16k $409k 3% Mar 2024
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LJI Wealth Management 15k $396k -4% Mar 2024
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Charter Oak Capital Management 15k $384k 9% Mar 2024
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Hartline Investment Corporation 15k $381k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15k $381k 1% Mar 2024
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Brookstone Capital Management 15k $374k -11% Mar 2024
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Stratos Wealth Partners 14k $365k -5% Mar 2024
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Pathstone Holdings 14k $363k 54% Mar 2024
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TrueWealth Advisors 14k $360k -10% Mar 2024
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National Asset Management 14k $344k 2% Mar 2024
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Coppell Advisory Solutions 14k $317k 100% Dec 2023
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Wealthtrust Axiom 14k $354k -2% Mar 2024
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Proequities 14k $350M 1% Mar 2024
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Court Place Advisors 13k $341k -13% Mar 2024
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Fee-Only Financial Planning, L.C. 13k $332k 0% Mar 2024
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Wealth Enhancement Advisory Services 12k $321k -6% Mar 2024
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Simplex Trading 12k $316k 7948% Mar 2024
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Fiduciary Trust Company 12k $311k 0% Mar 2024
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Lincoln National 12k $307k -49% Mar 2024
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Burns Wealth Management 12k $304k 4% Mar 2024
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Mercer Global Advisors 12k $300k 100% Mar 2024
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Rosenberg Matthew Hamilton 11k $297k 0% Mar 2024
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Focus Financial Network 11k $262k 100% Dec 2023
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Focus Financial Network 11k $290k 100% Mar 2024
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Lifeworks Advisors 11k $287k 17% Mar 2024
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Sugar Maple Asset Management 11k $283k 100% Mar 2024
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Heartwood Wealth Advisors 11k $277k 5% Mar 2024
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Sweeney & Michel 10k $258k 100% Mar 2024
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Coppell Advisory Solutions Corp. 9.7k $252k 100% Mar 2024
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Qube Research & Technologies 9.5k $246k -36% Mar 2024
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AA Financial Advisors 9.5k $245k 100% Mar 2024
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CRA Financial Services 9.5k $245k 0% Mar 2024
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Brown Advisory Holdings Incorporated 9.2k $238k 100% Mar 2024
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Wealth Dimensions Group 9.0k $233k 100% Mar 2024
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Captrust Financial Advisors 8.7k $224k -30% Mar 2024
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Hilltop Wealth Advisors 8.4k $217k -6% Mar 2024
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Investmark Advisory Group 8.3k $215k 100% Mar 2024
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Mission Wealth Management 8.0k $207k 100% Mar 2024
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One Capital Management 8.0k $206k -34% Mar 2024
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Geneos Wealth Management 7.5k $194k 11438% Mar 2024
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Creekmur Asset Management 6.7k $174k -41% Mar 2024
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Creative Financial Designs 6.3k $164k -27% Mar 2024
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Spire Wealth Management 6.0k $154k 0% Mar 2024
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Citigroup 5.8k $150k 117% Mar 2024
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Tower Research Capital 5.8k $149k 434% Mar 2024
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Hartland & Co 5.7k $147k 0% Mar 2024
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Pnc Financial Services 4.9k $127k 7% Mar 2024
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CWM 4.7k $122k 92% Mar 2024
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Bnp Paribas Arbitrage, Snc 4.5k $115k 860% Mar 2024
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VitalStone Financial 4.1k $107k 293% Mar 2024
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Coastal Investment Advisors 4.1k $105k 100% Mar 2024
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Brian McDonald 4.0k $103k -7% Mar 2024
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Who sold out of Fidelity msci energy idx?

Fund or Company Name Date Sold Shares Held Valued At
Win Advisors Dec 2023 128k $3.0M
Hanseatic Management Services Dec 2023 73k $1.7M
Jane Street Dec 2023 57k $1.3M
Western Wealth Management Dec 2023 44k $1.0M
Financial Network Investment Corporation Sep 2023 42k $1.0M
Virtue Capital Management Dec 2023 30k $696k
GSA Capital Partners Dec 2023 18k $418k
Demars Financial Group Dec 2023 17k $383k
Multi-Financial Securities Sep 2023 16k $392k
Flow Traders US Dec 2023 14k $326k
Mutual Advisors Dec 2023 11k $264k
One Wealth Management Investment & Advisory Services Dec 2023 11k $243k
Townsquare Capital Dec 2023 9.3k $224k
Trexquant Investment Dec 2023 9.2k $213k