FDIF Institutional Ownership
Fidelity Disruptors ETF
1W: +0.2%
1M: +2.5%
3M: +3.4%
YTD: +17.1%
1Y: +18.3%
3Y: +87.8%
$42.04
+0.34 (+0.81%)
Weekly Expected Move ±2.0%
$40
$41
$42
$43
$44
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FDIF
25
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
2
New Positions
7
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 254,195 | $11M | +21,457 | +9.2% | 10Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 13,938 | $586K | +251 | +1.8% | 6Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 13,430 | $565K | +9,809 | +270.9% | 13Q | SEC ↗ |
| 4 | MFA Wealth Services | 11,704 | $492K | +8 | +0.1% | 5Q | SEC ↗ |
| 5 | Kovack Advisors, Inc. | 11,250 | $473K | -100 | -0.9% | 11Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 10,568 | $444K | +1,591 | +17.7% | 2Q | SEC ↗ |
| 7 | Sequoia Financial Advisors, LLC | 8,426 | $354K | +7 | +0.1% | 11Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 6,275 | $264K | -7,209 | -53.5% | 2Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 5,529 | $232K | -96,316 | -94.6% | 5Q | SEC ↗ |
| 10 | Parallel Advisors, LLC | 4,626 | $194K | -311 | -6.3% | 13Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC | 4,468 | $188K | -431 | -8.8% | 13Q | SEC ↗ |
| 12 | FMR LLC | 2,421 | $102K | -4,152 | -63.2% | 13Q | SEC ↗ |
| 13 | BANK OF MONTREAL /CAN | 2,199 | $92K | — | +0.0% | 9Q | SEC ↗ |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 1,347 | $57K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Godfrey Financial Associates, Inc. | 1,000 | $42K | — | +0.0% | 3Q | SEC ↗ |
| 16 | PENSION & WEALTH MANAGEMENT ADVISORS, | 934 | $39K | — | +0.0% | 11Q | SEC ↗ |
| 17 | Steward Partners Investment Advisory, | 901 | $38K | +856 | +1902.2% | 5Q | SEC ↗ |
| 18 | Winch Advisory Services, LLC | 308 | $13K | — | +0.0% | 13Q | SEC ↗ |
| 19 | Larson Financial Group LLC | 232 | $10K | — | +0.0% | 13Q | SEC ↗ |
| 20 | LRI Investments, LLC | 56 | $2K | — | +0.0% | 4Q | SEC ↗ |
| 21 | MORGAN STANLEY | 0 | $0K | -156 | -100.0% | 4Q | SEC ↗ |
| 22 | TD Capital Management LLC | 0 | $0K | -183 | -100.0% | 11Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV NEW | 0 | $0K | — | — | 1Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 0 | $0K | -280 | -100.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 0 | $0K | -2,103 | -100.0% | 1Q | SEC ↗ |
| 26 | Advisory Services Network, LLC | 0 | $0K | -640 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,347 | $57K |
| MERCER GLOBAL ADVISORS INC /ADV | 0 | $0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 2,103 | $88K |
| Advisory Services Network, LLC | 640 | $27K |
| ROYAL BANK OF CANADA | 280 | $12K |
| TD Capital Management LLC | 183 | $8K |
| MORGAN STANLEY | 156 | $7K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SFMG, LLC | +21,457 | +9.2% | 254,195 |
| OSAIC HOLDINGS, INC. | +9,809 | +270.9% | 13,430 |
| CITADEL ADVISORS LLC | +1,591 | +17.7% | 10,568 |
| Steward Partners Investment Advisor | +856 | +1902.2% | 901 |
| COMMONWEALTH EQUITY SERVICES, LLC | +251 | +1.8% | 13,938 |
| MFA Wealth Services | +8 | +0.1% | 11,704 |
| Sequoia Financial Advisors, LLC | +7 | +0.1% | 8,426 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -96,316 | -94.6% | 5,529 |
| RAYMOND JAMES FINANCIAL INC | -7,209 | -53.5% | 6,275 |
| FMR LLC | -4,152 | -63.2% | 2,421 |
| Farther Finance Advisors, LLC | -431 | -8.8% | 4,468 |
| Parallel Advisors, LLC | -311 | -6.3% | 4,626 |
| Kovack Advisors, Inc. | -100 | -0.9% | 11,250 |