Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Small-Mid Cap Opportunities ETF inkluderar RFG Advisory, LLC, Christopher J. Hasenberg, Inc, Creative Planning, Citadel Advisors Llc, Kestra Private Wealth Services, Llc, Bay Capital Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Aqr Capital Management Llc, Geneos Wealth Management Inc., Bulwark Capital Corp, Spire Wealth Management, Cwm, Llc, IFP Advisors, Inc, och Raymond James 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 202 | 5 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 393 | 0 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 153 131 | 21,68 | 4 260 | 47,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 349 227 | 9 495 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 406 512 | 3,00 | 11 053 | 10,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 520 | 69 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 49 247 | 15,22 | 1 339 | 24,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 574 | 16 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7 907 | 215 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 364 386 | 2,72 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 428 | 235 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 780 | 76 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 021 | 230,56 | 300 | 255,95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 925 | 2,78 | 215 | 10,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23 088 | 5,65 | 628 | 13,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 513 | 476 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 202 | 14,99 | 359 | 23,88 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2 535 | 69 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11 856 | 322 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 3 742 | 0,05 | 102 | 7,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 21 895 | 595 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 179 | 48,61 | 494 | 60,39 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 21 040 | 22,13 | 572 | 31,80 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 502 919 | 18,38 | 13 674 | 27,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 57 683 | 126,95 | 1 568 | 144,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 878 | 2,69 | 24 | 9,52 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 869 | 77,43 | 78 | 95,00 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 8 287 | 33,77 | 225 | 44,23 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 227 554 | 56,01 | 6 187 | 68,08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 783 | 46,57 | 701 | 58,24 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 28 608 | 778 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13 026 | 354 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 116 808 | 14,96 | 3 176 | 23,87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 784 | 0,59 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 064 | 803,18 | 301 | 837,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88 | 2 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 722 | 101 |
