Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Enhanced High Yield ETF inkluderar Planwiser Financial, Llc, Foronjy Financial Llc, Fifth Third Securities, Inc., Cwm, Llc, Hrt Financial Lp, Atlantic Trust, LLC, och AdvisorNet Financial, Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | GWM Advisors LLC | 615 | 34,57 | 30 | 42,86 | ||||
2025-08-12 | 13F | LPL Financial LLC | 400 801 | 13,34 | 19 579 | 15,25 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 568 | 272 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 114 510 | 2,14 | 6 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 593 | 148,91 | 78 | 156,67 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 5 764 | 0,93 | 282 | 2,55 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 875 | 13,02 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 37 965 | 154,80 | 1 855 | 159,30 | ||||
2025-07-18 | 13F | Truist Financial Corp | 10 003 | 1,97 | 489 | 3,61 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 155 | 8 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 740 | 0,54 | 36 | 2,86 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 71 255 | 97,19 | 3 481 | 100,58 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 4 101 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 753 | 23,59 | 2 821 | 25,71 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 677 | 1,80 | 33 | 6,45 | ||||
2025-07-25 | 13F | Cwm, Llc | 4 284 | 0 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 515 | 2,21 | 318 | 3,92 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 997 | 96,98 | 627 | 98,42 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 208 | 1,96 | 10 | 11,11 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 107 | 5 | ||||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 50 751 | 20,15 | 2 479 | 22,00 | ||||
2025-07-30 | 13F | BG Investment Services, Inc. | 34 678 | 14,54 | 1 714 | 17,96 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 7 627 | 373 | ||||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 860 | 2,96 | 0 | |||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 25 621 | 11,37 | 1 259 | 13,23 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 68 787 | 13,18 | 3 360 | 15,11 | ||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 78 729 | 1,58 | 3 846 | 3,28 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 232 | 16,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 975 | 5,52 | 48 | 6,82 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 4 758 | 1,73 | 232 | 3,57 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 076 | 14,63 | 2 351 | 16,56 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 50 245 | 6,91 | 2 454 | 8,73 | ||||
2025-08-14 | 13F | UBS Group AG | 65 | 3 | ||||||
2025-08-14 | 13F | Planwiser Financial, Llc | 19 949 | 978 |