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 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-156- 10.68% |
$10.6K - $12.3K
|
1.3K
$98.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-158- 4.18% |
$10.8K - $12.5K
|
3.62K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-172- 2.19% |
$11.7K - $13.6K
|
7.68K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-179- 0.81% |
$12.2K - $14.1K
|
21.9K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-183- 1.6% |
$12.5K - $14.5K
|
11.3K
$847K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-192- 0.7% |
$13.1K - $15.2K
|
27K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-209- 0.37% |
$14.2K - $16.5K
|
57K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-211- 5.56% |
$14.4K - $16.7K
|
3.59K
$270K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-219- 0.98% |
$14.9K - $17.3K
|
22.2K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-225- 4.67% |
$15.3K - $17.8K
|
4.6K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-240- 0.67% |
$16.3K - $19K
|
35.6K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 2.23% |
$16.3K - $19K
|
10.5K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-240- 1.44% |
$16.3K - $19K
|
16.4K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-248- 31.35% |
$16.9K - $19.6K
|
543
$40.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-252- 0.59% |
$17.2K - $19.9K
|
42.5K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-264- 6.82% |
$18K - $20.9K
|
3.61K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-270- 2.69% |
$18.4K - $21.3K
|
9.76K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-275- 3.91% |
$18.7K - $21.7K
|
6.77K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-298- 6.17% |
$20.3K - $23.5K
|
4.53K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-299- 1.96% |
$20.4K - $23.6K
|
15K
$1.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-300- 14.29% |
$20.4K - $23.7K
|
1.8K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-350- 9.78% |
$23.8K - $27.6K
|
3.23K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-354Closed |
$24.1K - $28K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-395- 1.02% |
$26.9K - $31.2K
|
38.2K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-396- 2.39% |
$27K - $31.3K
|
16.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-460- 8.46% |
$31.3K - $36.3K
|
4.98K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 4.5% |
$34K - $39.5K
|
10.6K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-541- 99.63% |
$36.8K - $42.7K
|
2
$150
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-543- 0.53% |
$37K - $42.9K
|
102K
$7.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-546- 15.54% |
$37.2K - $43.1K
|
2.97K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-551- 7.9% |
$37.5K - $43.5K
|
6.43K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-551- 13.44% |
$37.5K - $43.5K
|
3.55K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-581- 1.05% |
$39.5K - $45.9K
|
54.7K
$4.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-601- 5.86% |
$40.9K - $47.5K
|
9.66K
$726K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-638- 48.63% |
$43.4K - $50.4K
|
674
$50.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-729- 6.92% |
$49.6K - $57.6K
|
9.81K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-780- 3.49% |
$53.1K - $61.6K
|
21.6K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-815- 18.52% |
$55.5K - $64.4K
|
3.59K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-820- 4.48% |
$55.8K - $64.8K
|
17.5K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-852- 17.83% |
$58K - $67.3K
|
3.93K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-871- 4.39% |
$59.3K - $68.8K
|
19K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-900- 6.57% |
$61.3K - $71.1K
|
12.8K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 8.55% |
$73K - $84.8K
|
11.5K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.19K- 78.78% |
$81.1K - $94.2K
|
321
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.24K- 1.36% |
$84.4K - $97.9K
|
89.6K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.24K- 3.39% |
$84.7K - $98.3K
|
35.5K
$2.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.26K- 2.05% |
$85.5K - $99.2K
|
59.9K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.29K- 2.31% |
$87.7K - $102K
|
54.6K
$4.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.65K- 11.79% |
$112K - $130K
|
12.3K
$926K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.7K- 38.93% |
$116K - $134K
|
2.67K
$201K
|