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 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.78K- 2.07% |
$121K - $140K
|
83.8K
$6.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.86K- 4.32% |
$126K - $147K
|
41.1K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.87K- 18.3% |
$127K - $148K
|
8.36K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2K- 40.07% |
$136K - $158K
|
2.99K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.07K- 40.45% |
$141K - $164K
|
3.05K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.11K- 8.58% |
$143K - $166K
|
22.5K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 10.74% |
$148K - $171K
|
18K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.31K- 30.71% |
$157K - $182K
|
5.21K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.37K- 2.06% |
$161K - $187K
|
112K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.37K- 2.1% |
$161K - $187K
|
110K
$8.3M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.38K- 37.7% |
$162K - $188K
|
3.93K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.54K- 42.12% |
$173K - $201K
|
3.5K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.28K- 6.34% |
$223K - $259K
|
48.4K
$3.64M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.56K- 3.52% |
$310K - $360K
|
125K
$9.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.37K- 98.15% |
$366K - $424K
|
101
$7.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.07K- 21.27% |
$413K - $479K
|
22.5K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.18K- 28.38% |
$421K - $488K
|
15.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.73K- 5.32% |
$458K - $532K
|
120K
$9.01M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-6.86K- 12.67% |
$467K - $542K
|
47.3K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.88K- 69.13% |
$468K - $544K
|
3.07K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7.2K- 65.58% |
$490K - $569K
|
3.78K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.53K- 32.02% |
$649K - $753K
|
20.2K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-11.1K- 4.59% |
$756K - $877K
|
231K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16.1K- 18.73% |
$1.1M - $1.28M
|
70.1K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-16.2K- 6.52% |
$1.1M - $1.28M
|
232K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-17.5K- 6.14% |
$1.19M - $1.38M
|
268K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33K- 5.69% |
$2.25M - $2.61M
|
547K
$41.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.4K- 13.68% |
$2.34M - $2.72M
|
217K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-35K- 26.56% |
$2.38M - $2.76M
|
96.8K
$7.28M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-36.5K- 78.76% |
$2.48M - $2.88M
|
9.83K
$740K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38.3K- 46.31% |
$2.61M - $3.03M
|
44.4K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.7K- 12.7% |
$3.18M - $3.69M
|
321K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-72.1K- 68.8% |
$4.91M - $5.7M
|
32.7K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-76.9K- 23.58% |
$5.23M - $6.07M
|
249K
$18.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-82.3K- 94.91% |
$5.6M - $6.5M
|
4.41K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-85.4K- 17.4% |
$5.81M - $6.74M
|
405K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-103K- 12.74% |
$7.02M - $8.15M
|
706K
$53.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-119K- 25.36% |
$8.12M - $9.43M
|
351K
$26.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-156K- 98.53% |
$10.6M - $12.3M
|
2.33K
$175K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-212K- 48.79% |
$14.5M - $16.8M
|
223K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-226K- 94.65% |
$15.4M - $17.9M
|
12.8K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-302K- 99.74% |
$20.5M - $23.8M
|
789
$59.3K
|