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Fidelity MSCI Energy Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M +$130K +5,225 +0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.9M -$179K -7,202 -0.5%
Lido Advisors
3
Lido Advisors
California
$38.3M -$4.08M -164,136 -10%
HighTower Advisors
4
HighTower Advisors
Illinois
$26.1M +$445K +17,908 +2%
AM
5
AGF Management
Ontario, Canada
$21.5M +$545K +21,921 +3%
LPL Financial
6
LPL Financial
California
$20.2M +$1.88M +75,593 +11%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$18.8M -$143K -5,753 -0.8%
YC
8
Yarbrough Capital
Tennessee
$18.2M
Wells Fargo
9
Wells Fargo
California
$13.2M -$3.77M -151,739 -23%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.44M +$3.92M +157,453 +91%
UBS Group
11
UBS Group
Switzerland
$7.73M +$322K +12,946 +4%
CCM
12
Cutler Capital Management
Massachusetts
$6.73M -$9.82K -395 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.92M -$2.57M -103,504 -31%
Morgan Stanley
14
Morgan Stanley
New York
$5.86M -$172K -6,902 -3%
ASN
15
Advisory Services Network
Georgia
$5.85M +$198K +7,977 +4%
KAS
16
Kestra Advisory Services
Texas
$5.63M -$34.7K -1,397 -0.6%
PAG
17
Private Advisor Group
New Jersey
$5.51M +$4.06M +163,289 +312%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$5.5M -$207K -8,311 -4%
Bank of America
19
Bank of America
North Carolina
$5.06M -$747K -30,055 -13%
TCM
20
Traynor Capital Management
Pennsylvania
$4.67M -$116K -4,684 -3%
KIA
21
KCM Investment Advisors
California
$4.59M -$137K -5,526 -3%
EFM
22
Eley Financial Management
Vermont
$4.51M +$4.08K +164 +0.1%
GA
23
Guerra Advisors
Florida
$4.05M +$3.94M +158,585 New
NA
24
NewEdge Advisors
Louisiana
$3.89M -$2.38M -95,887 -39%
Ameriprise
25
Ameriprise
Minnesota
$3.87M +$275K +11,068 +8%