Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity Enhanced High Yield ETF comprennent Planwiser Financial, Llc, Foronjy Financial Llc, Fifth Third Securities, Inc., Cwm, Llc, Hrt Financial Lp, Atlantic Trust, LLC, et AdvisorNet Financial, Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 615 | 34,57 | 30 | 42,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 400 801 | 13,34 | 19 579 | 15,25 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 568 | 272 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 114 510 | 2,14 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 593 | 148,91 | 78 | 156,67 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 5 764 | 0,93 | 282 | 2,55 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 875 | 13,02 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 37 965 | 154,80 | 1 855 | 159,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 003 | 1,97 | 489 | 3,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 155 | 8 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 740 | 0,54 | 36 | 2,86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 71 255 | 97,19 | 3 481 | 100,58 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 101 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 753 | 23,59 | 2 821 | 25,71 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 677 | 1,80 | 33 | 6,45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 284 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 515 | 2,21 | 318 | 3,92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 997 | 96,98 | 627 | 98,42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 208 | 1,96 | 10 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 107 | 5 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 50 751 | 20,15 | 2 479 | 22,00 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 34 678 | 14,54 | 1 714 | 17,96 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7 627 | 373 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 860 | 2,96 | 0 | |||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 25 621 | 11,37 | 1 259 | 13,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 68 787 | 13,18 | 3 360 | 15,11 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 78 729 | 1,58 | 3 846 | 3,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 232 | 16,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 975 | 5,52 | 48 | 6,82 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 4 758 | 1,73 | 232 | 3,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 076 | 14,63 | 2 351 | 16,56 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 50 245 | 6,91 | 2 454 | 8,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 65 | 3 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 19 949 | 978 |
