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Fidelity Stocks For Inflation ETF (FCPI) Institutional Ownership

Fidelity Stocks For Inflation ETF logo
$45.40 +0.90 (+2.02%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
12
Total
Institutional Inflows
(last 12 months)
$2.61M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$851.00K
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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
1/16/2025 Sugar Maple Asset Management LLC1,020$44K0.0%N/A0.026%
11/15/2024HighTower Advisors LLC8,273$358K0.0%+7.1%0.209%
11/13/2024FMR LLC15,389$666K0.0%+18.1%0.390%
11/6/2024Schrum Private Wealth Management LLC6,754$293K0.2%N/A0.171%
11/5/2024Harbour 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%
10/8/2024Williams & Novak LLC5,050$219K0.2%-30.8%0.128%
9/11/2024Newbridge Financial Services Group Inc.14,623$598K0.2%-4.8%0.370%
8/8/2024Wealthgarden F.S. LLC10,834$443K0.5%N/A0.274%
7/31/2024Commonwealth Equity Services LLC55,158$2.25M0.0%-2.7%1.396%
7/26/2024Harbour Investments Inc.7,386$302K0.0%-9.7%0.187%
7/26/2024Cambridge 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%
7/15/2024Dynamic Advisor Solutions LLC7,300$298K0.0%-18.3%0.185%
7/12/2024Williams & 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%
4/29/2024Commonwealth Equity Services LLC56,695$2.24M0.0%+25.8%1.435%
4/24/2024Newbridge 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%
4/11/202417 Capital Partners LLC5,210$205K0.2%N/A0.064%
2/6/2024Lincoln National Corp16,102$564K0.0%-36.0%0.196%
2/5/2024Kestra Private Wealth Services LLC8,461$296K0.0%-5.7%0.103%
1/26/2024Williams & Novak LLC8,940$313K0.4%N/A0.109%
1/16/2024Raymond James Financial Services Advisors Inc.28,385$993K0.0%+1.3%0.346%
1/11/2024Dynamic Advisor Solutions LLC8,940$311K0.0%-23.9%0.109%
11/16/2023Integrated Advisors Network LLC20,910$671K0.0%-5.4%0.255%
11/8/2023Spire Wealth Management3,598$115K0.0%-18.0%0.044%
11/8/2023Moors & Cabot Inc.20,139$646K0.0%-5.8%0.246%
11/8/2023Kestra Private Wealth Services LLC8,973$288K0.0%-86.6%0.109%
11/6/2023Lincoln 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%
10/23/2023Commonwealth Equity Services LLC50,611$1.63M0.0%-15.7%0.617%
10/18/2023Demars Financial Group LLC35,776$1.15M0.7%-3.9%0.436%
10/17/2023Newbridge Financial Services Group Inc.17,165$551K0.3%-11.3%0.209%
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10/12/2023IFP Advisors Inc9,350$300K0.0%-25.5%0.114%
10/11/2023Dynamic Advisor Solutions LLC11,740$377K0.0%-7.1%0.143%
8/10/2023Commonwealth Equity Services LLC60,037$1.97M0.0%-28.3%0.732%
8/10/2023Moors & Cabot Inc.21,384$702K0.0%+7.5%0.261%
8/9/2023Spire Wealth Management4,388$144K0.0%-10.5%0.054%
8/9/2023Coastal Investment Advisors Inc.1,000$33K0.0%N/A0.012%
8/8/2023Kestra Private Wealth Services LLC67,163$2.20M0.1%-0.7%0.819%
8/7/2023Lincoln National Corp28,370$931K0.0%-7.4%0.346%
8/4/2023IFP Advisors Inc12,548$314K0.0%-14.5%0.153%
8/3/2023Dynamic Advisor Solutions LLC12,640$415K0.0%N/A0.154%
8/1/2023Signaturefd LLC3,000$98K0.0%N/A0.037%
7/31/2023LPL Financial LLC32,849$1.08M0.0%-11.2%0.401%
7/31/2023Principle 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%
7/21/2023Newbridge Financial Services Group Inc.19,349$635K0.3%-11.5%0.236%
7/20/2023Demars Financial Group LLC37,218$1.22M0.7%-7.3%0.454%
5/11/2023Commonwealth Equity Services LLC83,778$2.64M0.0%-11.2%1.022%
5/9/2023Spire Wealth Management4,905$154K0.0%-27.5%0.060%
5/8/2023Integrated Advisors Network LLC22,115$696K0.0%-33.2%0.270%
5/8/2023Sigma Planning Corp6,906$217K0.0%-19.6%0.084%
5/2/2023Lincoln National Corp30,644$965K0.0%+18.8%0.374%
4/20/2023Demars Financial Group LLC40,140$1.26M0.7%+14.5%0.490%
4/18/2023IFP Advisors Inc14,670$367K0.0%+11.5%0.179%
4/18/2023Newbridge 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%
3/6/2023Rockefeller Capital Management L.P.237,823$7.36M0.0%-40.3%0.000%
2/13/2023Atria Wealth Solutions Inc.12,440$385K0.0%N/A0.000%
2/10/2023 XML Financial LLC66,846$2.07M0.3%-0.7%0.000%
2/10/2023Moors & 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%
2/8/2023UBS Group AG4,471$138K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.18,862$584K0.0%+28.7%0.000%
2/8/2023Lincoln National Corp25,785$798K0.0%+1.7%0.000%
2/7/2023Commonwealth Equity Services LLC94,389$2.92M0.0%-18.5%0.000%
2/7/2023LPL Financial LLC38,647$1.20M0.0%-5.2%0.000%
2/7/2023Envestnet Asset Management Inc.60,544$1.87M0.0%+72.3%0.000%
2/7/2023Moors & Cabot Inc.11,992$407K0.0%-22.5%0.000%
2/3/2023Spire Wealth Management6,764$209K0.0%-10.8%0.000%
2/2/2023Principle 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%
2/1/2023Bay 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%
2/1/2023Kestra Private Wealth Services LLC66,474$2.06M0.1%-1.4%0.000%
1/31/2023Kestra Advisory Services LLC83,629$2.59M0.0%+9.9%0.000%
1/30/2023Concord Wealth Partners2,068$64K0.0%N/A0.000%
1/20/2023Schrum Private Wealth Management LLC10,186$315K0.4%-7.5%0.000%
1/17/2023Newbridge Financial Services Group Inc.23,674$733K0.4%-2.0%0.000%
11/15/2022Principle Wealth Partners LLC44,461$1.25M0.1%-2.6%0.000%
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11/15/2022Commonwealth Equity Services LLC115,763$3.26M0.0%-1.0%0.000%
11/9/2022Pecaut & CO.113,556$3.20M1.7%+17.8%0.000%
11/8/2022Moors & Cabot Inc.15,465$436K0.0%+7.7%0.000%
11/7/2022Spire Wealth Management7,584$214K0.0%-42.8%0.000%
11/4/2022 XML Financial LLC67,349$1.90M0.3%+8.6%0.000%
11/4/2022Lincoln National Corp25,346$714K0.0%+30.6%0.000%
11/3/2022Global Retirement Partners LLC6,049$192K0.0%-14.7%0.000%
11/2/2022Rockefeller Capital Management L.P.398,334$11.22M0.1%-8.1%0.000%
11/1/2022Kestra Advisory Services LLC76,116$2.14M0.0%-29.7%0.000%
10/27/2022Coastal Investment Advisors Inc.1,000$28K0.0%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, 38 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), Wealth Enhancement Advisory Services LLC ($4.05M), Kestra Advisory Services LLC ($2.59M), Commonwealth Equity Services LLC ($2.25M), Envestnet Asset Management Inc. ($1.87M), Cambridge Investment Research Advisors Inc. ($1.28M), and Demars Financial Group LLC ($1.15M).Learn more on FCPI's institutional investors.

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

Of the 25 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: Envestnet Asset Management Inc. ($25.40K), Dynamic Advisor Solutions LLC ($12.64K), Atria Wealth Solutions Inc. ($12.44K), Commonwealth Equity Services LLC ($11.61K), Wealthgarden F.S. LLC ($10.83K), Williams & Novak LLC ($8.94K), and Kestra Advisory Services LLC ($7.51K).

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

Institutional investors have bought a total of 156,217 shares in the last 24 months. This purchase volume represents approximately $5.47M 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: Raymond James Financial Services Advisors Inc. ($206.92K), Janney Montgomery Scott LLC ($179.92K), Rockefeller Capital Management L.P. ($160.51K), Commonwealth Equity Services LLC ($66.69K), Kestra Private Wealth Services LLC ($60.07K), Integrated Advisors Network LLC ($15.75K), and Lincoln National Corp ($14.54K).

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

Institutional investors have sold a total of 771,120 shares in the last 24 months. This volume of shares sold represents approximately $24.25M in transactions.



This page (BATS:FCPI) was last updated on 1/21/2025 by MarketBeat.com Staff
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