Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity International Value Factor ETF inkluderar Summit Wealth Group Llc / Co, Great Valley Advisor Group, Inc., Benjamin Edwards Inc, Asset Allocation Strategies LLC, Raymond James Financial Inc, Ameritas Advisory Services, LLC, Farther Finance Advisors, LLC, CoreCap Advisors, LLC, Twin Peaks Wealth Advisors, LLC, IFP Advisors, Inc, Kings Path Partners LLC, Bfsg, Llc, O'shaughnessy Asset Management, Llc, och Beacon Capital Management, 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 | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 845 | 171 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 7 093 | 208 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 46 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 005 | 57,61 | 352 | 73,40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 138 | 8,56 | 327 | 19,41 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 85 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 019 | 32,50 | 147 | 47,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 26 382 | 1,58 | 774 | 11,85 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 32 | 255,56 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 761 | 52 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 48 365 | 1 419 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113 125 | 210,95 | 3 319 | 242,52 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 600 | 311 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 505 | 132 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20 707 | 51,80 | 608 | 67,22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 45 | 1 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 56 376 | 21,18 | 1 654 | 33,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 98 737 | 10,00 | 2 897 | 21,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 | 1 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 37 | 117,65 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 481 199 | 8,07 | 43 | 19,44 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 30 | 3,45 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45 697 | 36,78 | 1 341 | 50,56 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 208 | 6 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 234 833 | 36,41 | 6 890 | 50,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 107 684 | 90,19 | 3 159 | 109,48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 983 | 205 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 231 839 | 6 802 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 206 | 6 |
