Who owns Fidelity msci finls idx?

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

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Top investors of Fidelity msci finls idx stock

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