Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF inkluderar Independence Financial Advisors, LLC, Beaumont Financial Advisors, LLC, AlphaStar Capital Management, LLC, Syon Capital Llc, IHT Wealth Management, LLC, Mcrae Capital Management Inc, Grimes & Company, Inc., Redwood Financial Network Corp, Monte Financial Group, LLC, Integrated Wealth Concepts LLC, Evoke Wealth, Llc, Quantinno Capital Management LP, Brown Brothers Harriman & Co, Signature Resources Capital Management, LLC, Glenmede Investment Management, LP, AlphaCore Capital LLC, och Moser Wealth Advisors, LLC .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2 391 | 0,93 | 225 | 12,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 34 586 | 25,53 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 70 644 | 0,19 | 6 646 | 11,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38 176 | 2 104,16 | 3 591 | 2 359,59 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 48 | 5 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 932 856 | 157,89 | 78 845 | 115,21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 072 | 136,12 | 101 | 163,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 277 | 6,88 | 779 | 18,96 | ||||
| 2025-07-16 | 13F | American National Bank | 7 054 | 1,38 | 664 | 12,76 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 133 | 3,10 | 13 | 9,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 249 | 1,04 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 32 417 | 9,20 | 3 049 | 21,57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 405 | 226 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101 608 | 48,17 | 9 504 | 63,61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 47 | 38,24 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 102 | 131,82 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8 710 | 3,54 | 819 | 15,35 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 274 125 | 1,50 | 25 787 | 12,98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 11 902 | 12,61 | 1 120 | 25,31 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 512 | 48 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 182 082 | 14,74 | 17 129 | 27,73 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 959 | 278 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 839 | 173 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 16 339 | 1,26 | 1 537 | 12,77 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 927 | 0,37 | 746 | 11,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 705 | 443 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 5 157 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 679 914 | 4,51 | 63 959 | 16,33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14 208 | 34,05 | 1 337 | 49,27 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 684 | 2,48 | 252 | 14,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 192 | 3,65 | 964 | 15,88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 442 | 42 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 24 274 | 0,43 | 2 283 | 11,80 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 18 262 | 0,45 | 1 718 | 11,78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 987 | 5,25 | 1 598 | 17,24 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 2 614 | 246 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 53 836 | 5,28 | 5 064 | 17,20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20 170 | 14,30 | 1 897 | 27,23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 284 | 294,44 | 27 | 333,33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106 915 | 2,17 | 10 058 | 13,73 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23 118 | 11,40 | 2 175 | 24,02 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 240 | 211 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 950 | 2,78 | 1 312 | 14,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18 372 | 6,57 | 1 728 | 18,68 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 3 239 | 305 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24 022 | 2,47 | 2 260 | 14,03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 524 | 49 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 141 243 | 0,51 | 13 285 | 11,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 245 | 8,41 | 23 | 27,78 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 725 | 0,56 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 44 542 | 16,11 | 4 190 | 29,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 83 953 | 108,96 | 7 897 | 132,61 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 225 | 143,35 | 1 809 | 171,06 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 63 | 425,00 | 5 | 400,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 038 | 8,73 | 662 | 21,02 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10 790 | 1 015 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 | 63,41 | 6 | 100,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 185 | 17 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 7 876 | 6,69 | 741 | 18,78 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 3 678 | 0,03 | 346 | 11,29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 377 | 224 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 434 | 52,39 | 135 | 69,62 | ||||
| 2025-08-07 | 13F | PFG Advisors | 665 707 | 22 112,45 | 47 085 | 18 510,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 694 | 7,86 | 442 | 20,16 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 229 | 0,44 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 71 296 | 69,68 | 6 707 | 88,85 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 18 996 | 1 787 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 397 | 37 | ||||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 2 518 | 237 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 564 | 429 | ||||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 7 108 | 5,51 | 669 | 17,40 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 58 594 | 5 512 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 406 | 38 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80 617 | 9,19 | 7 584 | 21,54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 931 | 9,62 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 5 361 | 2,56 | 504 | 14,29 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 34 141 | 2,89 | 3 212 | 14,51 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 148 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 113 979 | 0,04 | 10 722 | 11,36 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 975 | 562 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 119 589 | 3,30 | 11 | 22,22 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 706 | 4,52 | 255 | 16,51 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 17 237 | 9,79 | 1 622 | 22,25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 29 207 | 5,00 | 2 748 | 16,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 375 | 8,97 | 1 164 | 21,38 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3 251 | 0,03 | 306 | 11,31 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 40 462 | 32,67 | 3 806 | 47,69 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 42 187 | 2,00 | 3 969 | 13,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28 847 | 61,45 | 2 714 | 79,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 65 079 | 16,65 | 6 122 | 29,85 |
