Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Quality Factor ETF inkluderar Strategic Blueprint, LLC, Canandaigua National Bank & Trust Co, Nwam Llc, Creative Planning, TFAGX - TFA AlphaGen Growth Fund Class I, United Capital Financial Advisers, Llc, EP Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, TFAFX - Tactical Growth Allocation Fund Class I, Raymond James Financial Inc, Russell Investments Group, Ltd., Briaud Financial Planning, Inc, Eastern Bank, Dogwood Wealth Management LLC, och Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 967 | 53,09 | 1 181 | 66,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 24 409 | 1 076,90 | 1 700 | 1 178,20 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 3 428 | 239 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 830 | 58 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3 963 | 2,40 | 276 | 10,89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 847 | 9,99 | 407 | 19,35 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5 599 | 40,29 | 390 | 51,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 478 | 33 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 54 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 101 814 | 0,03 | 76 719 | 8,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 115 368 | 6,48 | 8 033 | 15,57 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 3 665 | 0,30 | 255 | 8,97 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 311 | 236 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 764 | 6,03 | 262 | 15,42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26 501 | 1,82 | 1 845 | 10,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 608 828 | 9,51 | 42 393 | 18,85 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 036 | 211 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 215 | 224 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 97 | 1,04 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 119 494 | 3,91 | 8 320 | 12,77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 465 | 827,22 | 102 | 920,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9 879 | 9,18 | 688 | 18,42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 49 | 3 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 8 499 | 0,60 | 592 | 9,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 106 | 4,08 | 1 121 | 13,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54 644 | 5,43 | 3 805 | 14,41 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 7 052 | 0,37 | 491 | 9,11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38 316 | 0,37 | 2 668 | 11,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 25 073 | 70,14 | 1 746 | 84,66 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 3 100 | 216 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 903 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 885 | 340 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 299 | 21 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 294 | 37,22 | 90 | 50,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 606 | 5,98 | 460 | 15,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 093 | 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6 726 | 469,04 | 468 | 524,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46 814 | 3,21 | 3 260 | 11,99 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 401 | 39,72 | 28 | 50,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 836 | 61 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 11 844 | 0,04 | 825 | 8,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 740 | 539 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 185 | 0,54 | 13 | 9,09 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 951 038 | 0,70 | 66 221 | 9,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 087 | 5,62 | 145 | 12,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 208 | 8,94 | 1 337 | 18,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16 283 | 12,37 | 1 134 | 21,96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12 493 | 870 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 328 | 162 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44 412 | 8,13 | 3 092 | 17,34 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 17 | 1 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 306 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3 272 | 228 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3 720 | 259 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 25 134 | 1,24 | 1 750 | 9,51 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 57 | 4 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6 558 | 15,15 | 457 | 24,93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 722 | 50 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16 054 | 0,44 | 1 118 | 8,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 160 | 8,31 | 81 | 17,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164 776 | 8,11 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 74 392 | 17,01 | 5 180 | 26,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 35 716 | 337,80 | 2 487 | 375,33 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 294 508 | 4,91 | 20 507 | 13,85 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 18 077 | 0,83 | 1 259 | 9,39 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 25 947 | 1 807 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 36 125 | 70,38 | 2 515 | 84,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 228 984 | 29,19 | 15 944 | 40,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 923 | 26,61 | 64 | 39,13 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 25 | 2 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19 979 | 5,14 | 1 391 | 14,11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23 330 | 11,94 | 1 624 | 21,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17 857 | 28,42 | 1 243 | 39,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32 882 | 25,17 | 2 290 | 35,85 |
