Purchases and Sales Made in Q1 2025 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY NASDAQ COMPOSITE INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
156K+ 6706.52% |
$10.7M - $12.3M
|
159K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.9K+ 160.42% |
$1.15M - $1.33M
|
27.4K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
8.97K+ 227.56% |
$611K - $708K
|
12.9K
$880K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.26K+ 11.39% |
$358K - $415K
|
51.4K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.06KNew |
$277K - $321K
|
4.06K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3.74KNew |
$255K - $295K
|
3.74K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.68KNew |
$250K - $290K
|
3.68K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.94KNew |
$200K - $232K
|
2.94K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
956+ 2.51% |
$65.1K - $75.5K
|
39.1K
$2.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
812+ 2.88% |
$55.3K - $64.1K
|
29K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
583+ 15.89% |
$39.7K - $46.1K
|
4.25K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 14.83% |
$26.1K - $30.3K
|
2.97K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
40+ 0.12% |
$2.73K - $3.16K
|
32.3K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.12% |
$409 - $474
|
4.98K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.12% |
$273 - $316
|
3.3K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$204 - $237
|
15.2K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$68.1 - $79
|
3.28K
$224K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$68.1 - $79
|
8.46K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.11% |
$68.1 - $79
|
903
$61.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.52% |
$341 - $395
|
954
$65K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-65- 0.07% |
$4.43K - $5.13K
|
96.7K
$6.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-179- 0.81% |
$12.2K - $14.1K
|
21.9K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 2.23% |
$16.4K - $19K
|
10.5K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-270- 2.69% |
$18.4K - $21.3K
|
9.76K
$665K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-300- 14.29% |
$20.4K - $23.7K
|
1.8K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-395- 1.02% |
$26.9K - $31.2K
|
38.2K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-551- 13.44% |
$37.5K - $43.5K
|
3.55K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-815- 18.52% |
$55.5K - $64.4K
|
3.59K
$244K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.65K- 11.79% |
$112K - $130K
|
12.3K
$840K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.07K- 40.45% |
$141K - $164K
|
3.05K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.11K- 8.58% |
$144K - $166K
|
22.5K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 10.74% |
$148K - $171K
|
18K
$1.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.37K- 98.15% |
$366K - $424K
|
101
$6.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7.2K- 65.58% |
$491K - $569K
|
3.78K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-156K- 98.53% |
$10.7M - $12.3M
|
2.33K
$159K
|