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Fidelity Fundamental Large Cap Growth ETF
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Overview Fund Activity

31 hedge funds and large institutions have $34.8M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$10.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.69M
3
IAS
Investment Advisory Services
Texas
$2.4M
4
CA
Cetera Advisors
Colorado
$504K
5
ELI
Empire Life Investments
Ontario, Canada
$860K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$609K
2
RA
RFG Advisory
Alabama
$423K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$548K
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
P
&Partners
Tennessee
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$117K – – –
FP
27
Financial Perspectives
Minnesota
$46.8K – – –
IA
28
IFP Advisors
Florida
$30.7K +$25.2K +1,500 +462%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$23K +$6.35K +381 +38%
GEA
30
Glen Eagle Advisors
New Jersey
$11.7K +$6.72K +399 +136%
UBS Group
31
UBS Group
Switzerland
$3.85K +$3.85K +229 New
AAS
32
Ameritas Advisory Services
Nebraska
– -$31.7K -2,155 Closed
CWP
33
Concord Wealth Partners
Virginia
– -$737 -50 Closed
ASN
34
Advisory Services Network
Georgia
– -$589 -40 Closed
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