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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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 | 2.3M | $158M | 1% | Dec 2024 |
|
| Charles Schwab Investment Management | 1.9M | $132M | -4% | Dec 2024 |
|
| Agf Management | 751k | $52M | 55% | Dec 2024 |
|
| Commonwealth Equity Services | 634k | $44M | 65% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 321k | $22M | 1% | Dec 2024 |
|
| PFG Financial Advisors | 292k | $20M | -8% | Mar 2025 |
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| Morgan Stanley | 280k | $19M | 6% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 276k | $19M | 106% | Dec 2024 |
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| Full Sail Capital | 255k | $18M | -5% | Dec 2024 |
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| Kovitz Investment Group Partners | 232k | $16M | 22% | Dec 2024 |
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| LPL Financial | 225k | $15M | 116% | Dec 2024 |
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| Strategic Point Investment Advisors | 205k | $14M | 100% | Dec 2024 |
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| Q3 Asset Management | 159k | $11M | 100% | Dec 2024 |
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| Fischer Financial Services | 153k | $11M | 100% | Dec 2024 |
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| Stifel Financial | 152k | $10M | -1% | Dec 2024 |
|
| Wells Fargo & Company | 143k | $9.8M | 13% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 136k | $9.3M | 0% | Dec 2024 |
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| HighTower Advisors | 123k | $8.4M | 2% | Dec 2024 |
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| Advisor Group Holdings | 114k | $7.3M | -21% | Dec 2024 |
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| Jpmorgan Chase & Co | 109k | $7.5M | 12% | Dec 2024 |
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| Kestra Advisory Services | 95k | $6.5M | 65% | Dec 2024 |
|
| Quantitative Strategies | 87k | $6.0M | -3% | Dec 2024 |
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| AE Wealth Management | 85k | $5.8M | 14% | Dec 2024 |
|
| Bank of America Corporation | 80k | $5.5M | 3% | Dec 2024 |
|
| Procyon Private Wealth Partners | 75k | $5.2M | 15% | Mar 2025 |
|
| Advisory Services Network | 68k | $4.7M | -45% | Dec 2024 |
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| FMR | 66k | $4.5M | 10% | Dec 2024 |
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| Yoder Wealth Management | 58k | $4.0M | 13% | Dec 2024 |
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| Modern Wealth Management | 57k | $4.1M | 100% | Dec 2024 |
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| Maltin Wealth Management | 55k | $3.8M | 4% | Mar 2025 |
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| Smith, Salley & Associates | 52k | $3.6M | 7% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 51k | $3.5M | -2% | Dec 2024 |
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| Mariner Wealth Advisors | 49k | $3.3M | -6% | Dec 2024 |
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| Envestnet Asset Management | 46k | $3.2M | -60% | Dec 2024 |
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| Orion Portfolio Solutions | 39k | $2.7M | 27% | Dec 2024 |
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| Goldman Sachs Group | 38k | $2.6M | 100% | Dec 2024 |
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| Susquehanna International | 35k | $2.4M | -47% | Dec 2024 |
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| Exchange Capital Management | 34k | $2.3M | -3% | Dec 2024 |
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| LYNCH & Associates | 34k | $2.3M | -2% | Mar 2025 |
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| EP Wealth Advisors | 34k | $2.3M | 0% | Dec 2024 |
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| Kestra Private Wealth Services | 34k | $2.3M | -3% | Dec 2024 |
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| Smith Shellnut Wilson | 33k | $2.3M | 2% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 33k | $2.3M | 5% | Mar 2025 |
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| Buska Wealth Management | 32k | $2.2M | 136% | Mar 2025 |
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| Ameritas Advisory Services | 30k | $2.0M | 0% | Dec 2024 |
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| Snowden Capital Advisors | 29k | $2.0M | -2% | Dec 2024 |
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| Private Advisor | 28k | $1.9M | 310% | Dec 2024 |
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| Ameriprise Financial | 26k | $1.8M | -4% | Dec 2024 |
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| Robertson Stephens Wealth Management | 26k | $1.8M | 0% | Mar 2025 |
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| VCI Wealth Management | 26k | $1.8M | 18% | Dec 2024 |
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| Beaumont Financial Advisors | 25k | $1.7M | 12% | Dec 2024 |
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| UBS Group | 25k | $1.7M | 2% | Dec 2024 |
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| Cetera Investment Advisers | 22k | $1.5M | 35% | Dec 2024 |
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| Lifeworks Advisors | 22k | $1.5M | 20% | Dec 2024 |
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| Raymond James Financial | 20k | $1.4M | 100% | Dec 2024 |
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| Atria Wealth Solutions | 20k | $1.4M | -7% | Dec 2024 |
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| Birchcreek Wealth Management | 19k | $1.3M | 2% | Dec 2024 |
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| Royal Bank of Canada | 18k | $1.2M | -26% | Dec 2024 |
|
| Retirement Planning Group | 16k | $1.1M | 0% | Mar 2025 |
|
| Atlas Capital Advisors | 16k | $1.1M | 0% | Dec 2024 |
|
| Meridian Wealth Management | 15k | $1.0M | -17% | Dec 2024 |
|
| Rappaport Reiches Capital Management | 14k | $971k | 6% | Dec 2024 |
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| Summit Financial | 14k | $949k | 2% | Dec 2024 |
|
| PFG Advisors | 14k | $947k | 0% | Dec 2024 |
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| Traynor Capital Management | 14k | $945k | -7% | Dec 2024 |
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| Pathstone Holdings | 13k | $921k | 1% | Dec 2024 |
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| Sigma Planning | 13k | $893k | 33% | Dec 2024 |
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| Galvin, Gaustad & Stein | 13k | $882k | -5% | Dec 2024 |
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| Creative Planning | 13k | $873k | 46% | Dec 2024 |
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| Renaissance Technologies | 13k | $872k | 37% | Dec 2024 |
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| Citigroup | 13k | $870k | 9% | Dec 2024 |
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| G2 Capital Management, Llc / Oh | 13k | $857k | 0% | Dec 2024 |
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| Glass Jacobson Investment Advisors | 13k | $857k | 1% | Dec 2024 |
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| Western Wealth Management | 12k | $849k | 0% | Dec 2024 |
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| Merit Financial Group | 11k | $783k | -3% | Mar 2025 |
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| Sunbelt Securities | 11k | $741k | 36% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 10k | $704k | 8% | Mar 2025 |
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| Branch Banking & Trust Company | 10k | $690k | 100% | Dec 2024 |
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| Montis Financial | 9.8k | $671k | 3% | Dec 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.4k | $647k | 5% | Dec 2024 |
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| Pensionmark Financial Group | 9.1k | $625k | 0% | Dec 2024 |
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| American National Bank | 8.7k | $607k | 39% | Mar 2025 |
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| Centaurus Financial | 8.6k | $590k | 3% | Dec 2024 |
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| Court Place Advisors | 8.2k | $566k | -4% | Dec 2024 |
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| Fisher Investments | 8.0k | $553k | 34% | Dec 2024 |
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| Bank of New York Mellon | 8.0k | $550k | 0% | Dec 2024 |
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| Mcdonald Partners | 7.8k | $536k | 0% | Dec 2024 |
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| Variant Private Wealth | 7.7k | $537k | 0% | Mar 2025 |
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| Roxbury Financial | 7.7k | $561k | 142% | Mar 2025 |
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| Financial Freedom | 7.6k | $521k | 0% | Dec 2024 |
|
| Mercer Global Advisors | 7.5k | $514k | -62% | Dec 2024 |
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| Pallas Capital Advisors | 7.5k | $519k | -4% | Mar 2025 |
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| Goss Wealth Management | 7.5k | $512k | -4% | Dec 2024 |
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| HBW Advisory Services | 7.4k | $515k | 133% | Mar 2025 |
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| Tanager Wealth Management | 7.3k | $503k | 100% | Dec 2024 |
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| Prairie Wealth Advisors | 6.9k | $472k | 100% | Dec 2024 |
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| Pacific Sun Financial Corp | 6.7k | $459k | 15% | Dec 2024 |
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| LongView Wealth Management | 6.6k | $455k | 33% | Dec 2024 |
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| Acorn Financial Advisory Services | 6.5k | $446k | 13% | Dec 2024 |
|
| Janney Montgomery Scott | 6.3k | $436k | -2% | Mar 2025 |
|
| Mutual Advisors | 6.1k | $433k | 2% | Dec 2024 |
|
| Breakwater Capital Group | 6.0k | $415k | 0% | Mar 2025 |
|
| Cornerstone Management | 5.9k | $405k | 2% | Dec 2024 |
|
| Jones Financial Companies, L.L | 5.9k | $405k | 39% | Dec 2024 |
|
| Capital Investment Counsel | 5.7k | $390k | -3% | Dec 2024 |
|
| Beckerman Institutional | 5.6k | $383k | 1% | Dec 2024 |
|
| Mission Wealth Management | 5.5k | $375k | 32% | Dec 2024 |
|
| D.B. Root & Company | 5.4k | $370k | -10% | Dec 2024 |
|
| Keybank National Association | 5.3k | $367k | -17% | Dec 2024 |
|
| Wagner Bowman Management | 5.3k | $362k | 0% | Dec 2024 |
|
| Elevated Capital Advisors | 4.8k | $328k | 100% | Dec 2024 |
|
| River Wealth Advisors | 4.7k | $326k | 5% | Dec 2024 |
|
| Wedbush Morgan Securities | 4.5k | $307k | 100% | Dec 2024 |
|
| Rialto Wealth Management | 4.4k | $304k | 0% | Mar 2025 |
|
| Valley Brook Capital Group | 4.2k | $291k | 3% | Dec 2024 |
|
| IFP Advisors | 4.2k | $291k | 2% | Dec 2024 |
|
| Koshinski Asset Management | 4.2k | $288k | 0% | Dec 2024 |
|
| Silver Oak Securities | 4.2k | $286k | 100% | Dec 2024 |
|
| Cresset Asset Management | 4.1k | $281k | -13% | Dec 2024 |
|
| Panoramic Investment Advisors | 4.1k | $280k | 0% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 4.1k | $282k | 3% | Dec 2024 |
|
| Williams & Novak | 4.1k | $279k | 0% | Dec 2024 |
|
| Global Retirement Partners | 4.0k | $275k | 163% | Dec 2024 |
|
| Chas. P. Smith & Associates, PA, CPA's | 4.0k | $274k | 0% | Dec 2024 |
|
| Brian McDonald | 4.0k | $272k | 3% | Dec 2024 |
|
| Principal Securities | 4.0k | $272k | 5% | Dec 2024 |
|
| Founders Financial Securities | 3.9k | $271k | -8% | Dec 2024 |
|
| KCM Investment Advisors | 3.9k | $265k | -1% | Dec 2024 |
|
| Stratos Wealth Advisors | 3.8k | $259k | -2% | Dec 2024 |
|
| Bp Wealth Management | 3.8k | $258k | 100% | Dec 2024 |
|
| J.w. Cole Advisors | 3.7k | $255k | 15% | Dec 2024 |
|
| Atlas Brown | 3.6k | $254k | 7% | Mar 2025 |
|
| Am Investment Strategies | 3.6k | $244k | 0% | Dec 2024 |
|
| Mml Investors Services | 3.5k | $241k | -11% | Dec 2024 |
|
| O'shaughnessy Asset Management | 3.5k | $239k | 99% | Dec 2024 |
|
| Whalerock Point Partners | 3.5k | $239k | 0% | Dec 2024 |
|
| Axxcess Wealth Management | 3.5k | $237k | 100% | Dec 2024 |
|
| Prospera Financial Services | 3.4k | $235k | 0% | Dec 2024 |
|
| Secure Asset Management | 3.4k | $237k | -14% | Mar 2025 |
|
| CWA Asset Management | 3.4k | $234k | 100% | Dec 2024 |
|
| Ariel Capital Advisors | 3.4k | $234k | 0% | Dec 2024 |
|
| RFG Advisory | 3.4k | $236k | -9% | Mar 2025 |
|
| H D Vest Advisory Services | 3.4k | $233k | 100% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 3.4k | $231k | 100% | Dec 2024 |
|
| Citadel Advisors | 3.3k | $229k | -30% | Dec 2024 |
|
| Franklin Resources | 3.3k | $227k | 0% | Dec 2024 |
|
| BIP Wealth | 3.3k | $225k | 100% | Dec 2024 |
|
| Monte Financial Group | 3.3k | $224k | 100% | Dec 2024 |
|
| Essex Financial Services | 3.2k | $222k | 100% | Dec 2024 |
|
| Rsm Us Wealth Management | 3.2k | $222k | 100% | Dec 2024 |
|
Who sold out of Fidelity msci finls idx?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Personal Cfo Solutions | Sep 2024 | 82k | $5.2M |
| International Assets Investment Management | Sep 2024 | 35k | $550k |
| Green Harvest Asset Management | Sep 2024 | 12k | $787k |
| Eqis Capital Management | Sep 2024 | 7.8k | $501k |
| Old Mission Capital | Sep 2024 | 6.6k | $422k |
| Belvedere Trading | Sep 2024 | 4.0k | $254k |
| Prudential Financial | Sep 2024 | 3.8k | $241k |