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
Charles Schwab Investment Management 2.2M $49M -5% Mar 2023
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Commonwealth Equity Services 1.9M $43M -1% Mar 2023
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Envestnet Asset Management 1.6M $35M 4% Mar 2023
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Lido Advisors 1.5M $33M 6% Mar 2023
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HighTower Advisors 976k $22M 0% Mar 2023
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Advisor Group Holdings 852k $19M 1% Mar 2023
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Kestra Advisory Services 784k $18M 230% Mar 2023
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Yarbrough Capital 712k $16M 0% Mar 2023
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Northwestern Mutual Wealth Management Company 691k $17M 3% Dec 2022
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Morgan Stanley 406k $9.7M 100% Dec 2022
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Wells Fargo & Company 299k $7.1M 29% Dec 2022
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LPL Financial 297k $6.7M 13% Mar 2023
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Mml Investors Services 287k $6.4M -3% Mar 2023
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Prudential Financial 287k $6.8M -4% Dec 2022
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AE Wealth Management 284k $6.4M -37% Mar 2023
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Bank of America Corporation 274k $6.1M 41% Mar 2023
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Financial Partners Group 263k $6.4M 24% Dec 2022
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Sigma Planning 240k $5.4M 1% Mar 2023
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Jane Street 226k $5.1M 1211% Mar 2023
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KCM Investment Advisors 222k $5.0M -2% Mar 2023
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Kestra Private Wealth Services 222k $5.0M 11% Mar 2023
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Cambridge Investment Research Advisors 217k $4.9M -15% Mar 2023
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Demars Financial Group 210k $4.7M 9% Mar 2023
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Traynor Capital Management 209k $4.7M 14% Mar 2023
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Cutler Capital Management 201k $4.5M 0% Mar 2023
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Connectus Wealth 189k $4.2M 52% Mar 2023
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Branch Banking & Trust Company 184k $4.1M -10% Mar 2023
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Stifel Financial 179k $4.3M 3% Dec 2022
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Eley Financial Management 169k $3.8M 100% Mar 2023
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Susquehanna International 164k $3.7M -6% Mar 2023
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Carnick & Kubik 163k $3.7M 72% Mar 2023
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Jpmorgan Chase & Co 146k $3.5M 46% Mar 2023
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Leuthold Weeden Capital Management 144k $3.2M -31% Mar 2023
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Northern Trust 135k $3.0M 0% Mar 2023
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Goss Wealth Management 133k $2.8M -18% Mar 2023
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Trail Ridge Investment Advisors 132k $3.1M 0% Dec 2022
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Jacobi Capital Management 129k $2.9M -3% Mar 2023
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Patriot Financial Group Insurance Agency 129k $2.9M 2% Mar 2023
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RFG Advisory 128k $2.9M 9% Mar 2023
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Wealth Quarterback 121k $2.7M 2% Mar 2023
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Cetera Investment Advisers 117k $2.6M 30% Mar 2023
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Sinecera Capital 111k $2.5M -1% Mar 2023
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Agf Management 111k $2.5M 66% Mar 2023
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Mariner Wealth Advisors 110k $2.6M -7% Dec 2022
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Q3 Asset Management 106k $2.4M -36% Mar 2023
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Ameriprise Financial 100k $2.2M -30% Mar 2023
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Beaumont Financial Advisors 95k $2.1M -5% Mar 2023
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Full Sail Capital 90k $2.0M 1% Mar 2023
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Janney Montgomery Scott 81k $1.8M 100% Mar 2023
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Advisory Services Network 81k $1.8M 6% Mar 2023
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TrueWealth Advisors 77k $1.7M -12% Mar 2023
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Yoder Wealth Management 70k $1.6M 100% Mar 2023
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Maltin Wealth Management 67k $1.5M -13% Mar 2023
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Fifth Third Securities 67k $1.5M -3% Mar 2023
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Hanseatic Management Services 66k $1.5M -3% Mar 2023
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HBW Advisory Services 63k $1.4M 2% Mar 2023
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UBS Group 58k $1.3M -23% Mar 2023
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Stratos Wealth Advisors 55k $1.2M 2% Mar 2023
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Pinnacle Wealth Management Group 55k $1.2M -26% Mar 2023
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Essex Financial Services 51k $1.1M -24% Mar 2023
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Sheets Smith Wealth Management 50k $1.1M -6% Mar 2023
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LYNCH & Associates 49k $1.1M -5% Mar 2023
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Royal Bank of Canada 48k $1.2M -60% Dec 2022
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Goldman Sachs Group 48k $1.1M 73% Mar 2023
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Ambassador Advisors 47k $998k -3% Mar 2023
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Western Wealth Management 46k $1.1M -2% Dec 2022
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Financial Network Investment Corporation 46k $1.1M 241% Dec 2022
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Virtue Capital Management 46k $1.0M 9% Mar 2023
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EPG Wealth Management 45k $1.1M 3% Dec 2022
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Glass Jacobson Investment Advisors 45k $1.1M 100% Dec 2022
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Sunbelt Securities 42k $925k -25% Mar 2023
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Parsons Capital Management 41k $922k 0% Mar 2023
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Private Advisor 38k $849k 0% Mar 2023
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Raymond James & Associates 38k $842k 26% Mar 2023
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Hyperion Capital Advisors 38k $894k 0% Dec 2022
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Bank of Marin 37k $828k -8% Mar 2023
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Raymond James Financial Services Advisors 35k $795k -3% Mar 2023
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PFG Financial Advisors 33k $749k -94% Mar 2023
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FMR 32k $720k 7% Mar 2023
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Ameritas Advisory Services 32k $735k 13% Mar 2023
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Capital Investment Advisors 32k $707k 0% Mar 2023
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Atria Wealth Solutions 31k $695k -20% Mar 2023
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Mutual Advisors 30k $679k -2% Mar 2023
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Cribstone Capital Management 29k $693k -3% Dec 2022
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D.A. Davidson & Co. 28k $622k 1% Mar 2023
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Snowden Capital Advisors 27k $607k 2% Mar 2023
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One Capital Management 27k $600k -27% Mar 2023
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Strategic Advisors 27k $599k -3% Mar 2023
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Equitable Holdings 27k $594k -19% Mar 2023
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Financial Freedom 26k $585k 1% Mar 2023
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Park Avenue Securities 26k $584k 6% Mar 2023
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Birchcreek Wealth Management 26k $582k -14% Mar 2023
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Core Wealth Partners 26k $581k 100% Mar 2023
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Smith, Salley & Associates 25k $559k 1% Mar 2023
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Galvin, Gaustad & Stein 25k $549k -19% Mar 2023
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Tower Research Capital 24k $532k 2034% Mar 2023
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HPM Partners 22k $498k 1% Mar 2023
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Brookstone Capital Management 22k $516k -76% Mar 2023
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Secure Asset Management 22k $488k -10% Mar 2023
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Charter Oak Capital Management 21k $473k 16% Mar 2023
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Stratos Wealth Partners 19k $436k 4% Mar 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19k $427k 1% Mar 2023
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Citadel Advisors 19k $417k -82% Mar 2023
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Court Place Advisors 18k $414k 0% Mar 2023
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Wealthtrust Axiom 18k $408k -1% Mar 2023
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Atlas Capital Advisors 18k $398k -30% Mar 2023
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Lincoln National 18k $397k -25% Mar 2023
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Venturi Wealth Management 16k $350k 100% Mar 2023
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Robertson Stephens Wealth Management 15k $346k -12% Mar 2023
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Cornerstone Wealth Management 14k $320k -22% Mar 2023
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Proequities 14k $325M 11% Dec 2022
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National Asset Management 14k $305k -4% Mar 2023
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J.w. Cole Advisors 13k $298k 1% Mar 2023
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Fee-Only Financial Planning, L.C. 13k $288k -4% Mar 2023
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Miramar Capital 13k $303k 0% Dec 2022
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Rosenberg Matthew Hamilton 13k $280k 0% Mar 2023
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Royal Capital Wealth Management 12k $276k 1% Mar 2023
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Amplius Wealth Advisors 12k $274k 2% Mar 2023
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Fiduciary Trust Company 12k $270k 20% Mar 2023
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ValMark Advisers 12k $258k 100% Mar 2023
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Burns Wealth Management 11k $253k 0% Mar 2023
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Flow Traders US 11k $236k 100% Mar 2023
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Brighton Jones 10k $230k -1% Mar 2023
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Heartwood Wealth Advisors 10k $230k 0% Mar 2023
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Harbour Investments 10k $225k -23% Mar 2023
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Certified Advisory Corp 10k $224k 4% Mar 2023
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Selective Wealth Management 9.8k $240k 100% Dec 2022
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Stone House Investment Management 9.6k $215k -55% Mar 2023
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Eqis Capital Management 9.1k $218k -28% Dec 2022
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CRA Financial Services 9.1k $203k 0% Mar 2023
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Hilltop Wealth Advisors 8.9k $200k 0% Mar 2023
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Spire Wealth Management 7.6k $170k -22% Mar 2023
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EP Wealth Advisors 7.3k $292k 100% Mar 2023
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Simplex Trading 6.5k $146k 11% Mar 2023
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Hartland & Co 5.8k $131k 2% Mar 2023
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Graham Capital Wealth Management 5.0k $1.1M 100% Mar 2023
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Creative Financial Designs 4.6k $102k 39% Mar 2023
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Pnc Financial Services 4.4k $105k 0% Dec 2022
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Ariel Capital Advisors 3.9k $88k 0% Mar 2023
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Laffer Investments 3.4k $76k 100% Mar 2023
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Fifth Third Bancorp 2.7k $60k -30% Mar 2023
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IFP Advisors 2.3k $47k -99% Mar 2023
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Steward Partners Investment Advisory 2.2k $52k 2% Dec 2022
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Mascoma Wealth Management 2.1k $48k 0% Mar 2023
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Franklin Resources 2.0k $44k 0% Mar 2023
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Belpointe Asset Management 1.8k $43k 100% Dec 2022
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Global Retirement Partners 1.6k $35k -2% Mar 2023
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Cutler 1.3k $26k -7% Mar 2023
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Private Ocean 1.1k $25k 0% Mar 2023
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Hm Payson & Co 1.0k $22k 0% Mar 2023
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Baker Avenue Asset Management 1.0k $22k 0% Mar 2023
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Milestone Group 191.00 $4.3k -97% Mar 2023
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Who sold out of Fidelity msci energy idx?

Fund or Company Name Date Sold Shares Held Valued At
AlphaStar Capital Management Dec 2022 120k $2.9M
Qube Research & Technologies Sep 2022 37k $724k
Renaissance Technologies Dec 2022 29k $684k
Psagot Value Holdings Ltd. / Sep 2022 29k $566k
Hrt Financial Sep 2022 16k $320k
Trexquant Investment Sep 2022 13k $259k
Beaumont Capital Management Dec 2022 11k $263k
Centurion Wealth Management Dec 2022 10k $241k
Integrated Advisors Network Dec 2022 10k $240k
Summit Global Investments Dec 2022 8.9k $211k
Axxcess Wealth Management Dec 2022 8.5k $203k
Rockefeller Capital Management Dec 2022 6.4k $148k
Comerica Securities Dec 2022 4.6k $109k