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Fidelity Stocks For Inflation ETF (FCPI) Institutional Ownership

Fidelity Stocks For Inflation ETF logo
$45.17 +0.67 (+1.50%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$45.16 -0.01 (-0.03%)
As of 02/21/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Fidelity Stocks For Inflation ETF (BATS:FCPI)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$8.23M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.22M
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FCPI Institutional Buying and Selling by Quarter

Fidelity Stocks For Inflation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC15,344$665K0.0%N/A0.388%
2/17/2025 Cetera Investment Advisers11,762$510K0.0%+12.3%0.298%
2/17/2025 Citadel Advisors LLC25,469$1.10M0.0%-29.5%0.645%
2/17/2025 Bank of America Corp DE27,122$1.18M0.0%+11.2%0.687%
2/13/2025 Raymond James Financial Inc.28,965$1.26M0.0%N/A0.733%
2/13/2025 Sumitomo Mitsui Financial Group Inc.1,455$63K0.0%-16.9%0.037%
2/13/2025 Wells Fargo & Company MN768$33K0.0%+76,700.0%0.019%
2/11/2025 LPL Financial LLC100,449$4.35M0.0%+40.0%2.543%
2/10/2025 Commonwealth Equity Services LLC45,989$1.99M0.0%-10.3%1.164%
2/6/2025 Raymond James Financial Inc.28,965$1.26M0.0%N/A0.733%
2/4/2025 Wealthgarden F.S. LLC10,834$470K0.4%N/A0.274%
1/29/2025 Clarity Capital Partners LLC4,972$216K0.1%N/A0.126%
1/28/2025 Newbridge Financial Services Group Inc.13,900$603K0.2%N/A0.352%
1/16/2025 Sugar Maple Asset Management LLC1,020$44K0.0%N/A0.026%
11/15/2024 HighTower Advisors LLC8,273$358K0.0%+7.1%0.209%
11/13/2024 FMR LLC15,389$666K0.0%+18.1%0.390%
11/6/2024 Schrum Private Wealth Management LLC6,754$293K0.2%N/A0.171%
11/5/2024 Harbour Investments Inc.6,363$276K0.0%-13.9%0.161%
11/2/2024 XML Financial LLC4,988$216K0.0%-11.1%0.126%
10/25/2024Integrated Advisors Network LLC20,605$892K0.0%-1.4%0.522%
10/24/2024 Wealth Enhancement Advisory Services LLC93,479$4.05M0.0%+4.3%2.367%
10/8/2024 Atomi Financial Group Inc.4,977$216K0.0%-10.8%0.126%
10/8/2024 Williams & Novak LLC5,050$219K0.2%-30.8%0.128%
9/11/2024 Newbridge Financial Services Group Inc.14,623$598K0.2%-4.8%0.370%
8/8/2024 Wealthgarden F.S. LLC10,834$443K0.5%N/A0.274%
7/31/2024 Commonwealth Equity Services LLC55,158$2.25M0.0%-2.7%1.396%
7/26/2024 Harbour Investments Inc.7,386$302K0.0%-9.7%0.187%
7/26/2024 Cambridge Investment Research Advisors Inc.31,256$1.28M0.0%+7.0%0.791%
7/26/2024 Atomi Financial Group Inc.5,581$228K0.0%+9.9%0.141%
7/23/2024 XML Financial LLC5,609$229K0.0%N/A0.142%
7/16/2024 Wealth Enhancement Advisory Services LLC89,603$3.66M0.0%+0.9%2.268%
7/15/2024 Dynamic Advisor Solutions LLC7,300$298K0.0%-18.3%0.185%
7/12/2024 Williams & Novak LLC7,300$298K0.3%-18.3%0.185%
5/24/2024Cetera Advisors LLC5,521$218K0.0%-5.9%0.140%
5/7/2024 Atomi Financial Group Inc.5,077$200K0.0%N/A0.129%
4/29/2024 Commonwealth Equity Services LLC56,695$2.24M0.0%+25.8%1.435%
4/24/2024 Newbridge Financial Services Group Inc.15,364$606K0.3%-2.9%0.389%
4/16/2024 Wealth Enhancement Advisory Services LLC88,842$3.50M0.0%-0.5%2.249%
4/11/2024 17 Capital Partners LLC5,210$205K0.2%N/A0.064%
2/6/2024 Lincoln National Corp16,102$564K0.0%-36.0%0.196%
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2/5/2024 Kestra Private Wealth Services LLC8,461$296K0.0%-5.7%0.103%
1/26/2024 Williams & Novak LLC8,940$313K0.4%N/A0.109%
1/16/2024Raymond James Financial Services Advisors Inc.28,385$993K0.0%+1.3%0.346%
1/11/2024 Dynamic Advisor Solutions LLC8,940$311K0.0%-23.9%0.109%
11/16/2023Integrated Advisors Network LLC20,910$671K0.0%-5.4%0.255%
11/8/2023 Spire Wealth Management3,598$115K0.0%-18.0%0.044%
11/8/2023 Moors & Cabot Inc.20,139$646K0.0%-5.8%0.246%
11/8/2023 Kestra Private Wealth Services LLC8,973$288K0.0%-86.6%0.109%
11/6/2023 Lincoln National Corp25,152$807K0.0%-11.3%0.307%
10/24/2023Raymond James Financial Services Advisors Inc.28,018$899K0.0%-3.9%0.342%
10/23/2023 Commonwealth Equity Services LLC50,611$1.63M0.0%-15.7%0.617%
10/18/2023 Demars Financial Group LLC35,776$1.15M0.7%-3.9%0.436%
10/17/2023 Newbridge Financial Services Group Inc.17,165$551K0.3%-11.3%0.209%
10/12/2023 IFP Advisors Inc9,350$300K0.0%-25.5%0.114%
10/11/2023 Dynamic Advisor Solutions LLC11,740$377K0.0%-7.1%0.143%
8/10/2023 Commonwealth Equity Services LLC60,037$1.97M0.0%-28.3%0.732%
8/10/2023 Moors & Cabot Inc.21,384$702K0.0%+7.5%0.261%
8/9/2023 Spire Wealth Management4,388$144K0.0%-10.5%0.054%
8/9/2023 Coastal Investment Advisors Inc.1,000$33K0.0%N/A0.012%
8/8/2023 Kestra Private Wealth Services LLC67,163$2.20M0.1%-0.7%0.819%
8/7/2023 Lincoln National Corp28,370$931K0.0%-7.4%0.346%
8/4/2023 IFP Advisors Inc12,548$314K0.0%-14.5%0.153%
8/3/2023 Dynamic Advisor Solutions LLC12,640$415K0.0%N/A0.154%
8/1/2023 Signaturefd LLC3,000$98K0.0%N/A0.037%
7/31/2023 LPL Financial LLC32,849$1.08M0.0%-11.2%0.401%
7/31/2023 Principle Wealth Partners LLC23,068$757K0.1%-21.0%0.281%
7/27/2023B. Riley Wealth Advisors Inc.7,874$258K0.0%-28.2%0.096%
7/25/2023Raymond James Financial Services Advisors Inc.29,144$956K0.0%-1.4%0.355%
7/21/2023 Newbridge Financial Services Group Inc.19,349$635K0.3%-11.5%0.236%
7/20/2023 Demars Financial Group LLC37,218$1.22M0.7%-7.3%0.454%
5/11/2023 Commonwealth Equity Services LLC83,778$2.64M0.0%-11.2%1.022%
5/9/2023 Spire Wealth Management4,905$154K0.0%-27.5%0.060%
5/8/2023Integrated Advisors Network LLC22,115$696K0.0%-33.2%0.270%
5/8/2023 Sigma Planning Corp6,906$217K0.0%-19.6%0.084%
5/2/2023 Lincoln National Corp30,644$965K0.0%+18.8%0.374%
4/20/2023 Demars Financial Group LLC40,140$1.26M0.7%+14.5%0.490%
4/18/2023 IFP Advisors Inc14,670$367K0.0%+11.5%0.179%
4/18/2023 Newbridge Financial Services Group Inc.21,871$689K0.4%-7.6%0.267%
4/14/2023Raymond James Financial Services Advisors Inc.29,557$931K0.0%-2.2%0.360%
3/15/2023B. Riley Wealth Advisors Inc.12,219$378K0.0%-22.2%0.000%
3/6/2023 Rockefeller Capital Management L.P.237,823$7.36M0.0%-40.3%0.000%
2/13/2023 Atria Wealth Solutions Inc.12,440$385K0.0%N/A0.000%
2/10/2023 XML Financial LLC66,846$2.07M0.3%-0.7%0.000%
2/10/2023 Moors & Cabot Inc.20,032$620K0.0%+29.5%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.30,233$936K0.0%-87.1%0.000%
2/8/2023 UBS Group AG4,471$138K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.18,862$584K0.0%+28.7%0.000%
2/8/2023 Lincoln National Corp25,785$798K0.0%+1.7%0.000%
2/7/2023 Commonwealth Equity Services LLC94,389$2.92M0.0%-18.5%0.000%
2/7/2023 LPL Financial LLC38,647$1.20M0.0%-5.2%0.000%
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Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.

Everything you need to know is right here.
2/7/2023 Envestnet Asset Management Inc.60,544$1.87M0.0%+72.3%0.000%
2/7/2023 Moors & Cabot Inc.11,992$407K0.0%-22.5%0.000%
2/3/2023 Spire Wealth Management6,764$209K0.0%-10.8%0.000%
2/2/2023 Principle Wealth Partners LLC38,477$1.19M0.1%-13.5%0.000%
2/2/2023Integrated Advisors Network LLC33,115$1.03M0.1%-8.9%0.000%
2/1/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,188$222K0.1%-5.0%0.000%
2/1/2023 Janney Montgomery Scott LLC7,732$239K0.0%-95.9%0.000%
2/1/2023 Kestra Private Wealth Services LLC66,474$2.06M0.1%-1.4%0.000%
1/31/2023 Kestra Advisory Services LLC83,629$2.59M0.0%+9.9%0.000%
1/30/2023 Concord Wealth Partners2,068$64K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FCPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCPI shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Fidelity Stocks For Inflation ETF. The most heavily invested institutionals were Rockefeller Capital Management L.P. ($7.36M), LPL Financial LLC ($4.35M), Wealth Enhancement Advisory Services LLC ($4.05M), Commonwealth Equity Services LLC ($1.99M), Cambridge Investment Research Advisors Inc. ($1.28M), Raymond James Financial Inc. ($1.26M), and Bank of America Corp DE ($1.18M).Learn more on FCPI's institutional investors.

Which institutional investors have been buying Fidelity Stocks For Inflation ETF stock?

Of the 28 institutional investors that purchased Fidelity Stocks For Inflation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($57.93K), LPL Financial LLC ($28.68K), Wealthgarden F.S. LLC ($21.67K), GTS Securities LLC ($15.34K), Newbridge Financial Services Group Inc. ($13.90K), Dynamic Advisor Solutions LLC ($12.64K), and Commonwealth Equity Services LLC ($11.61K).

How much institutional buying is happening at Fidelity Stocks For Inflation ETF?

Institutional investors have bought a total of 231,569 shares in the last 24 months. This purchase volume represents approximately $9.51M in transactions.

Which Fidelity Stocks For Inflation ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Fidelity Stocks For Inflation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($160.51K), Kestra Private Wealth Services LLC ($59.14K), Commonwealth Equity Services LLC ($50.61K), Lincoln National Corp ($14.54K), Integrated Advisors Network LLC ($12.50K), Citadel Advisors LLC ($10.68K), and Newbridge Financial Services Group Inc. ($7.70K).

How much institutional selling is happening at Fidelity Stocks For Inflation ETF?

Institutional investors have sold a total of 363,923 shares in the last 24 months. This volume of shares sold represents approximately $11.85M in transactions.



This page (BATS:FCPI) was last updated on 2/22/2025 by MarketBeat.com Staff
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