Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates inkluderar Charter Capital Management, LLC\DE, High Falls Advisors, Inc, Dentgroup LLC, och Twin Peaks 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 233 069 | 26,92 | 12 639 | 37,80 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 8 768 | 475 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 629 | 6,97 | 414 | 16,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 228 532 | 2,60 | 12 393 | 11,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 57 621 | 994,42 | 3 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 255 | 2,69 | 393 | 11,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 933 | 1,23 | 268 | 9,88 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 87 163 | 2,75 | 4 727 | 11,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 901 | 200,33 | 49 | 242,86 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 72 | 4 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 093 | 710 | ||||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 693 | 42,68 | 2 966 | 54,91 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 877 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 388 | 0,15 | 509 | 8,76 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 741 | 1,22 | 94 | 6,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176 789 | 0,06 | 9 587 | 8,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 122 308 | 8,66 | 6 634 | 17,98 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 443 | 42,37 | 404 | 54,41 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 9 704 | 526 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20 375 | 5,40 | 1 | |||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 132 714 | 7 197 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 524 | 0,58 | 28 | 7,69 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 4 282 | 232 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 470 | 0,20 | 80 | 8,22 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 19 | |||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 346 | 1,31 | 561 | 7,06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 41 764 | 5,76 | 2 265 | 14,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24 531 | 379,21 | 1 330 | 421,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 828 | 22,12 | 45 | 33,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 853 | 144,17 | 209 | 164,56 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 17 970 | 1,93 | 974 | 10,68 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 772 | 32,42 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 315 | 17,98 | 17 | 30,77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 566 | 0,51 | 85 | 9,09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 021 | 0,28 | 499 | 10,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40 601 | 10,06 | 2 202 | 19,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 85 958 | 3,49 | 4 661 | 12,34 |
