Purchases and Sales Made in Q4 2025 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
16.1KNew |
$1.41M - $1.52M
|
16.1K
$1.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
10KNew |
$873K - $941K
|
10K
$901K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9.91K+ 20.14% |
$866K - $933K
|
59.1K
$5.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.97KNew |
$696K - $750K
|
7.97K
$718K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.79K+ 2.54% |
$681K - $734K
|
314K
$28.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.56K+ 134.72% |
$398K - $430K
|
7.95K
$716K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.44K+ 81.5% |
$387K - $418K
|
9.88K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.48K+ 12.35% |
$217K - $234K
|
22.6K
$2.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$192K - $207K
|
2.2K
$198K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.65K+ 4.37% |
$144K - $155K
|
39.3K
$3.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 3.17% |
$100K - $108K
|
37.3K
$3.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.06K+ 7.9% |
$92.9K - $100K
|
14.5K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
821+ 8.09% |
$71.7K - $77.3K
|
11K
$988K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
397+ 16.69% |
$34.7K - $37.4K
|
2.78K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
311+ 1.96% |
$27.2K - $29.3K
|
16.2K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
310+ 442.86% |
$27.1K - $29.2K
|
380
$34.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
283New |
$24.7K - $26.6K
|
283
$25.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
228+ 0.67% |
$19.9K - $21.5K
|
34.3K
$3.09M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
219+ 5.79% |
$19.1K - $20.6K
|
4K
$360K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
156New |
$13.6K - $14.7K
|
156
$14K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
125+ 57.87% |
$10.9K - $11.8K
|
341
$30.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
124+ 24.55% |
$10.8K - $11.7K
|
629
$56.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
87+ 2.23% |
$7.6K - $8.19K
|
3.98K
$359K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82+ 0.69% |
$7.16K - $7.72K
|
12K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
70+ 0.59% |
$6.11K - $6.59K
|
12K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
30+ 0.3% |
$2.62K - $2.82K
|
10.2K
$915K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 2.11% |
$1.83K - $1.98K
|
1.02K
$91.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 0.14% |
$1.31K - $1.41K
|
10.8K
$976K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10New |
$873 - $941
|
10
$901
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.16% |
$699 - $753
|
5K
$450K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$524 - $565
|
5.4K
$486K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5+ 0.14% |
$437 - $471
|
3.56K
$321K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$437 - $471
|
3.32K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$262 - $282
|
2.95K
$266K
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$262 - $282
|
2.62K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$175 - $188
|
908
$81.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.05% |
$175 - $188
|
3.85K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 10.0% |
$87.3 - $94.1
|
11
$991
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$87.3 - $94.1
|
3.18K
$286K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.67% |
$2.62K - $2.82K
|
4.42K
$398K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-36- 0.72% |
$3.14K - $3.39K
|
4.97K
$448K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-44- 0.82% |
$3.84K - $4.14K
|
5.34K
$481K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 49.5% |
$4.37K - $4.71K
|
51
$4.59K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-74- 0.86% |
$6.46K - $6.97K
|
8.53K
$768K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.2% |
$10.2K - $11K
|
58.7K
$5.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-148- 6.23% |
$12.9K - $13.9K
|
2.23K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-149- 1.36% |
$13K - $14K
|
10.8K
$977K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-170- 1.94% |
$14.8K - $16K
|
8.58K
$773K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-182- 3.3% |
$15.9K - $17.1K
|
5.33K
$480K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-224- 0.78% |
$19.6K - $21.1K
|
28.4K
$2.56M
|
|