News + Filings Key Docs Ownership
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Fidelity MSCI Financials Index ETF (FNCL)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Lido Advisors, LLC
| 1,879,995 | 352,680 | 88,491,397,000 | 0.63 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 672,248 | 611,894 | 31,642,715,000 | 0.00 | |
Hist
| 06/30/2023 |
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Full Sail Capital, LLC
| 525,544 | 31,907 | 24,737,363,000 | 2.11 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 410,513 | 399,095 | 19,679,977,000 | 0.04 | |
Hist
| 12/31/2022 |
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Congress Wealth Management LLC / DE /
| 315,181 | 315,181 | 14,835,641,000 | 0.34 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 197,573 | -24,527 | 9,299,796,000 | 0.00 | |
Hist
| 06/30/2023 |
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Connectus Wealth, LLC
| 172,847 | 60,608 | 8,144,555,000 | 0.19 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 164,018 | -16,524 | 7,397,224,000 | 0.01 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 151,180 | -62,531 | 7,124,426,000 | | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 148,236 | 1,468 | 6,977,471,000 | 0.01 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 128,451 | -31,021 | 6,046,206,000 | 0.00 | |
Hist
| 06/30/2023 |
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Quantitative Strategies, Inc.
| 125,196 | 125,196 | 5,892,968,000 | 3.96 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 112,327 | -16,757 | 5,287,210,000 | 0.00 | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 106,383 | -33,560 | 5,007,448,000 | 0.05 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 105,085 | -20,183 | 4,945,477,000 | 0.00 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 97,641 | 28,518 | 4,595,967,000 | 0.03 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 95,670 | -60,819 | 4,503,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 89,433 | -2,268 | 4,209,611,000 | 0.00 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 88,096 | -43,734 | 4,146,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Patriot Financial Group Insurance Agency, LLC
| 69,645 | 2,589 | 3,278,171,000 | 0.62 | |
Hist
| 06/30/2023 |
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LINCOLN NATIONAL CORP
| 56,398 | 3,317 | 2,703,724,000 | 0.06 | |
Hist
| 12/31/2022 |
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Maltin Wealth Management, Inc.
| 49,824 | 426 | 2,345,219,000 | | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 43,289 | -12,695 | 2,075,256,000 | 0.00 | |
Hist
| 12/31/2022 |
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FMR LLC
| 43,323 | 4,625 | 2,039,235,000 | 0.00 | |
Hist
| 06/30/2023 |
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Brinker Capital Investments, LLC
| 42,213 | -277,962 | 2,023,676,000 | 0.04 | |
Hist
| 12/31/2022 |
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Exchange Capital Management, Inc.
| 41,549 | -305 | 1,991,856,000 | 0.44 | |
Hist
| 12/31/2022 |
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Yoder Wealth Management, Inc.
| 42,076 | 6,638 | 1,980,517,000 | 1.56 | |
Hist
| 06/30/2023 |
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EP Wealth Advisors, LLC
| 1,773 | 1,773 | 1,970,819,000 | 0.03 | |
Hist
| 06/30/2023 |
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Cribstone Capital Management, LLC
| 41,095 | -948 | 1,970,112,000 | 1.15 | |
Hist
| 12/31/2022 |
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Cetera Investment Advisers
| 42,113 | -381,741 | 1,899,296,000 | 0.02 | |
Hist
| 03/31/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 38,268 | -4,863 | 1,801,289,000 | 0.00 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 37,588 | -23,298 | 1,769,287,000 | 0.00 | |
Hist
| 06/30/2023 |
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Birchcreek Wealth Management, LLC
| 36,390 | -2,314 | 1,744,552,000 | 1.55 | |
Hist
| 12/31/2022 |
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Smith, Salley & Associates
| 35,056 | -10,905 | 1,650,095,000 | 0.12 | |
Hist
| 06/30/2023 |
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KESTRA PRIVATE WEALTH SERVICES, LLC
| 34,951 | 768 | 1,645,144,000 | 0.06 | |
Hist
| 06/30/2023 |
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