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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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 | 2.4M | $137M | 4% | Jun 2024 |
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Charles Schwab Investment Management | 2.0M | $128M | -2% | Sep 2024 |
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Agf Management | 485k | $31M | 65% | Sep 2024 |
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Commonwealth Equity Services | 384k | $25M | 6% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 318k | $20M | 2% | Sep 2024 |
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PFG Financial Advisors | 272k | $17M | 100% | Sep 2024 |
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Full Sail Capital | 269k | $17M | -6% | Sep 2024 |
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Morgan Stanley | 253k | $16M | 7% | Jun 2024 |
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Kovitz Investment Group Partners | 191k | $12M | -2% | Sep 2024 |
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Stifel Financial | 154k | $8.9M | -6% | Jun 2024 |
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Advisor Group Holdings | 144k | $9.2M | 7% | Sep 2024 |
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Thrivent Financial for Lutherans | 136k | $8.7M | 20% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 134k | $8.5M | 36% | Sep 2024 |
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Wells Fargo & Company | 127k | $8.1M | -1% | Sep 2024 |
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Advisory Services Network | 124k | $7.2M | 0% | Sep 2024 |
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HighTower Advisors | 122k | $7.1M | -30% | Jun 2024 |
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Envestnet Asset Management | 116k | $7.4M | -14% | Sep 2024 |
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LPL Financial | 104k | $6.6M | -25% | Sep 2024 |
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Jpmorgan Chase & Co | 97k | $6.2M | -1% | Sep 2024 |
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Quantitative Strategies | 89k | $5.7M | 3% | Sep 2024 |
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Bank of America Corporation | 78k | $5.0M | 12% | Sep 2024 |
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AE Wealth Management | 74k | $4.7M | 19% | Sep 2024 |
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Susquehanna International | 66k | $4.2M | -26% | Sep 2024 |
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Kestra Advisory Services | 58k | $3.7M | -16% | Sep 2024 |
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Maltin Wealth Management | 55k | $3.5M | 2% | Sep 2024 |
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Mariner Wealth Advisors | 52k | $3.3M | 7% | Sep 2024 |
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Cambridge Investment Research Advisors | 52k | $3.3M | -10% | Sep 2024 |
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Yoder Wealth Management | 52k | $3.3M | 8% | Sep 2024 |
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Smith, Salley & Associates | 49k | $3.1M | 20% | Sep 2024 |
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International Assets Investment Management | 35k | $550k | 100% | Sep 2024 |
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Exchange Capital Management | 35k | $2.2M | -2% | Sep 2024 |
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Kestra Private Wealth Services | 35k | $2.2M | 2% | Sep 2024 |
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LYNCH & Associates | 35k | $2.2M | 4% | Sep 2024 |
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EP Wealth Advisors | 34k | $2.1M | -6% | Sep 2024 |
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Goldman Sachs Group | 33k | $1.9M | -14% | Jun 2024 |
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Orion Portfolio Solutions | 31k | $2.0M | -6% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 31k | $2.0M | 2% | Sep 2024 |
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Snowden Capital Advisors | 30k | $1.9M | 1% | Sep 2024 |
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Ameritas Advisory Services | 30k | $1.9M | 4% | Sep 2024 |
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Robertson Stephens Wealth Management | 25k | $1.6M | -12% | Sep 2024 |
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Royal Bank of Canada | 24k | $1.6M | -25% | Sep 2024 |
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Beaumont Financial Advisors | 22k | $1.4M | 5% | Sep 2024 |
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VCI Wealth Management | 22k | $1.4M | -59% | Sep 2024 |
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Atria Wealth Solutions | 21k | $1.4M | 10% | Sep 2024 |
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Birchcreek Wealth Management | 19k | $1.2M | -3% | Sep 2024 |
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Meridian Wealth Management | 18k | $1.2M | 100% | Sep 2024 |
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Lifeworks Advisors | 18k | $1.2M | 100% | Sep 2024 |
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Retirement Planning Group | 16k | $1.0M | 0% | Sep 2024 |
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Mercer Global Advisors | 16k | $923k | -21% | Jun 2024 |
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Cetera Investment Advisers | 16k | $918k | 0% | Jun 2024 |
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Merit Financial Group | 16k | $1.0M | -8% | Sep 2024 |
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Atlas Capital Advisors | 16k | $1.0M | -1% | Sep 2024 |
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Traynor Capital Management | 15k | $949k | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 14k | $879k | 34% | Sep 2024 |
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PFG Advisors | 14k | $876k | -51% | Sep 2024 |
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Summit Financial | 14k | $864k | 100% | Sep 2024 |
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Galvin, Gaustad & Stein | 14k | $860k | -14% | Sep 2024 |
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Green Harvest Asset Management | 13k | $776k | 0% | Jun 2024 |
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Rappaport Reiches Capital Management | 13k | $853k | 0% | Sep 2024 |
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Pathstone Holdings | 13k | $847k | 0% | Sep 2024 |
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Tower Research Capital | 13k | $761k | 5155% | Jun 2024 |
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G2 Capital Management, Llc / Oh | 13k | $797k | -18% | Sep 2024 |
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Glass Jacobson Investment Advisors | 12k | $790k | 3% | Sep 2024 |
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Western Wealth Management | 12k | $789k | -11% | Sep 2024 |
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Citigroup | 12k | $743k | 28% | Sep 2024 |
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Wealth Enhancement Advisory Services | 10k | $602k | 52% | Jun 2024 |
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Sigma Planning | 9.8k | $626k | 3% | Sep 2024 |
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Montis Financial | 9.5k | $607k | 100% | Sep 2024 |
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Renaissance Technologies | 9.3k | $594k | 45% | Sep 2024 |
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Pensionmark Financial Group | 9.1k | $579k | 0% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.9k | $571k | 7% | Sep 2024 |
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Creative Planning | 8.7k | $557k | 21% | Sep 2024 |
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Court Place Advisors | 8.5k | $545k | 2% | Sep 2024 |
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Centaurus Financial | 8.4k | $534k | -2% | Sep 2024 |
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Bank of New York Mellon | 8.0k | $511k | 0% | Sep 2024 |
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Sunbelt Securities | 7.9k | $506k | 5% | Sep 2024 |
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Pallas Capital Advisors | 7.9k | $526k | 0% | Sep 2024 |
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Eqis Capital Management | 7.8k | $501k | -25% | Sep 2024 |
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Mcdonald Partners | 7.8k | $498k | 0% | Sep 2024 |
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Goss Wealth Management | 7.7k | $447k | 6% | Jun 2024 |
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Financial Freedom | 7.6k | $486k | -2% | Sep 2024 |
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Private Advisor | 6.8k | $432k | 0% | Sep 2024 |
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Old Mission Capital | 6.7k | $388k | 100% | Jun 2024 |
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Keybank National Association | 6.4k | $409k | -17% | Sep 2024 |
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Janney Montgomery Scott | 6.4k | $407k | 0% | Sep 2024 |
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Fisher Investments | 6.0k | $384k | 20% | Sep 2024 |
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Breakwater Capital Group | 6.0k | $381k | 6% | Sep 2024 |
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Mutual Advisors | 6.0k | $397k | 1% | Sep 2024 |
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D.B. Root & Company | 6.0k | $380k | -1% | Sep 2024 |
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Capital Investment Counsel | 5.9k | $376k | -3% | Sep 2024 |
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Pacific Sun Financial Corp | 5.8k | $372k | 4% | Sep 2024 |
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Cornerstone Management | 5.8k | $370k | 0% | Sep 2024 |
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Acorn Financial Advisory Services | 5.8k | $368k | 0% | Sep 2024 |
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Beckerman Institutional | 5.5k | $353k | 100% | Sep 2024 |
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Wagner Bowman Management | 5.3k | $336k | -3% | Sep 2024 |
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LongView Wealth Management | 5.0k | $318k | 7% | Sep 2024 |
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Citadel Advisors | 4.7k | $303k | -94% | Sep 2024 |
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Secure Asset Management | 4.7k | $298k | 100% | Sep 2024 |
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River Wealth Advisors | 4.5k | $288k | -2% | Sep 2024 |
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Founders Financial Securities | 4.3k | $273k | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 4.3k | $271k | 100% | Sep 2024 |
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Axiom Advisory | 4.2k | $260k | 2% | Sep 2024 |
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Koshinski Asset Management | 4.2k | $267k | 0% | Sep 2024 |
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IFP Advisors | 4.1k | $240k | 549% | Jun 2024 |
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Mission Wealth Management | 4.1k | $264k | 8% | Sep 2024 |
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Valley Brook Capital Group | 4.1k | $263k | 4% | Sep 2024 |
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Panoramic Investment Advisors | 4.1k | $260k | -4% | Sep 2024 |
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Williams & Novak | 4.1k | $260k | 0% | Sep 2024 |
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Chas. P. Smith & Associates, PA, CPA's | 4.0k | $255k | -2% | Sep 2024 |
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Belvedere Trading | 4.0k | $254k | 100% | Sep 2024 |
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Mml Investors Services | 3.9k | $251k | -3% | Sep 2024 |
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KCM Investment Advisors | 3.9k | $248k | 0% | Sep 2024 |
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Brian McDonald | 3.9k | $246k | 6% | Sep 2024 |
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Stratos Wealth Advisors | 3.8k | $245k | 8% | Sep 2024 |
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Principal Securities | 3.8k | $241k | 1% | Sep 2024 |
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Am Investment Strategies | 3.6k | $227k | 0% | Sep 2024 |
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Whalerock Point Partners | 3.5k | $222k | 0% | Sep 2024 |
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HBW Advisory Services | 3.4k | $219k | 100% | Sep 2024 |
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Prospera Financial Services | 3.4k | $218k | 100% | Sep 2024 |
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Ariel Capital Advisors | 3.4k | $217k | 0% | Sep 2024 |
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Franklin Resources | 3.3k | $219k | 43% | Sep 2024 |
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J.w. Cole Advisors | 3.2k | $205k | 100% | Sep 2024 |
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Farther Finance Advisors | 3.2k | $202k | 11189% | Sep 2024 |
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Rosenberg Matthew Hamilton | 2.9k | $187k | 0% | Sep 2024 |
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Spirit Of America Management Corp | 2.6k | $163k | -7% | Sep 2024 |
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American National Bank | 2.4k | $155k | 34% | Sep 2024 |
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Qube Research & Technologies | 2.4k | $137k | 23% | Jun 2024 |
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Valley National Advisers | 2.3k | $144k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 1.8k | $116k | 33% | Sep 2024 |
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West Branch Capital | 1.7k | $111k | 0% | Sep 2024 |
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Sage Mountain Advisors | 1.7k | $108k | 100% | Sep 2024 |
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Harbour Investments | 1.6k | $103k | -7% | Sep 2024 |
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Bogart Wealth | 1.5k | $99k | 0% | Sep 2024 |
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Global Retirement Partners | 1.5k | $97k | 1% | Sep 2024 |
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Mather Group | 1.5k | $97k | -81% | Sep 2024 |
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Steward Partners Investment Advisory | 1.5k | $86k | 0% | Jun 2024 |
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Sanctuary Wealth Management | 1.2k | $77k | 0% | Sep 2024 |
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Parallel Advisors | 1.1k | $72k | 0% | Sep 2024 |
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TFC Financial Management | 1.0k | $64k | 0% | Sep 2024 |
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TD Waterhouse Canada | 1.0k | $63k | 0% | Sep 2024 |
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Pathway Financial Advisers | 992.00 | $63k | 0% | Sep 2024 |
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CWM | 985.00 | $63k | -1% | Sep 2024 |
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William Blair $ Company | 888.00 | $57k | 0% | Sep 2024 |
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Pnc Financial Services | 823.00 | $53k | 0% | Sep 2024 |
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Addison Advisors | 743.00 | $47k | 0% | Sep 2024 |
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Geneos Wealth Management | 626.00 | $36k | 0% | Jun 2024 |
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FTB Advisors | 618.00 | $40k | 0% | Sep 2024 |
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United Community Bank | 582.00 | $37k | 0% | Sep 2024 |
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Financial Perspectives | 497.00 | $32k | -38% | Sep 2024 |
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Aptus Capital Advisors | 435.00 | $28k | -100% | Sep 2024 |
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Quadrant Capital | 246.00 | $16k | -67% | Sep 2024 |
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Transamerica Financial Advisors | 48.00 | $4.0k | -94% | Sep 2024 |
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Who sold out of Fidelity msci finls idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Q3 Asset Management | Mar 2024 | 272k | $16M |
CX Institutional | Jun 2024 | 24k | $1.4M |
Strategic Financial Concepts | Jun 2024 | 21k | $343k |
Jane Street | Jun 2024 | 9.9k | $576k |
Hrt Financial | Jun 2024 | 4.4k | $252k |
Dynamic Advisors Solutions | Jun 2024 | 4.1k | $236k |
Bp Wealth Management | Jun 2024 | 3.8k | $218k |
Sym Financial Corporation | Mar 2024 | 1.1k | $65k |