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Get Institutions for : 
Fidelity Msci Real Estate Index Etf (FREL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 192    8
Total shares held : 
 13,496,262  
% of shares held : 
 29.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 -976,782  
% of shares held change : 
   -2.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 341,968
 2.53%
 
Increased Positions :
71
 849,947
 6.3%
 
Unchanged Positions :
37
 376,348
 2.79%
 
Decreased Positions :
67
-2,086,579
-15.46%
 
Closed Positions :
9
-82,118
-0.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Black Diamond Financial LLC 11 - 2024-03-31 331,608 $8,837,000 0
   Marks Group Wealth Management Inc 120 - 2024-03-31 80,760 $2,107,000 0
   FIRST NATIONAL CORP /MA/ /ADV 57 - 2024-03-31 58,098 $1,548,000 0
   Sachetta LLC 32 - 2024-03-31 44,987 $1,199,000 0
   Integrated Investment Consultants LLC 71 - 2024-03-31 31,000 $809,000 0
   Rehmann Capital Advisory Group 349 - 2024-03-31 16,487 $430,000 0
   Kohmann Bosshard Financial Services LLC 185 - 2024-03-31 8,176 $213,000 0
   AQR CAPITAL MANAGEMENT LLC 2251 - 2024-03-31 7,684 $200,000 0
   Aspect Partners LLC 71 - 2024-03-31 6,613 $173,000 0
   ANCORA ADVISORS, LLC 714 - 2024-03-31 5,597 $146,000 0
   IFP Advisors Inc 1218 - 2023-12-31 3,745 $100,000 0
   NATIONAL BANK OF CANADA /FI/ 1607 - 2024-03-31 1,795 $45,000 0
   MILESTONE GROUP INC 271 - 2024-03-31 1,664 $43,000 0
   GODSEY & GIBB ASSOCIATES 206 - 2024-03-31 983 $26,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 893 - 2024-03-31 994 $26,000 0
   SANDY SPRING BANK 699 - 2024-03-31 1,000 $26,000 0
   Northwest Financial Advisors 361 - 2024-03-31 986 $26,000 0
   Newbridge Financial Services Group Inc. 583 - 2024-03-31 796 $21,000 0
   Investors Research Corp 683 - 2024-03-31 488 $13,000 0
   DecisionPoint Financial LLC 153 - 2024-03-31 516 $12,000 0
   Hartland & Co. LLC 1050 - 2024-03-31 389 $10,000 0
   CNB Bank 397 - 2024-03-31 330 $9,000 0
   Addison Advisors LLC 534 - 2024-03-31 281 $7,000 0
   MARQUETTE ASSET MANAGEMENT INC. 176 - 2024-03-31 263 $7,000 0
   Princeton Global Asset Management LLC 486 - 2024-03-31 206 $5,000 0
   CFG ASSET MANAGEMENT LLC 318 - 2024-03-31 118 $3,000 0
   Carmichael Hill & Associates Inc. 568 - 2024-03-31 133 $3,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 431 - 2024-03-31 4 $1,000 0
   Key Financial Inc 1149 - 2024-03-31 54 $1,000 0
   Roble Belko & Company Inc 292 - 2024-03-31 25 $1,000 0
   Aptus Capital Advisors LLC 1165 *Closed 2024-03-31 0 $0 0
  31 Records found
  1    
  Page 1 of 1
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