Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity Momentum Factor ETF comprennent Strategic Blueprint, LLC, Orgel Wealth Management, LLC, High Falls Advisors, Inc, Equitable Holdings, Inc., Flow Traders U.s. Llc, Foronjy Financial Llc, ERNZ - TrueShares Active Yield ETF, Twin Peaks Wealth Advisors, LLC, Principal Securities, Inc., Briaud Financial Planning, Inc, MAI Capital Management, et Kings Path Partners LLC .
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 | Bank Of America Corp /de/ | 18 330 | 14,11 | 1 391 | 33,01 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 150 134 | 3,16 | 11 387 | 20,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 28 300 | 2 147 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17 975 | 1 364 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 961 | 76 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 994 | 130 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 22 410 | 14,20 | 1 700 | 33,23 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3 898 | 296 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 826 | 2,09 | 366 | 19,22 | ||||
| 2025-08-28 | NP | AAMAX - Absolute Capital Asset Allocator Fund Class A Shares | 44 100 | 139,67 | 3 345 | 179,45 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 4 768 | 46,57 | 362 | 71,09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 57 | 4 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 8 831 | 670 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 179 | 166,00 | 393 | 211,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 506 | 266 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31 677 | 5,95 | 2 403 | 23,50 | ||||
| 2025-08-12 | 13F | Prudential Plc | 27 355 | 84,02 | 2 075 | 114,58 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 12 680 | 0,09 | 962 | 16,63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 44 100 | 139,67 | 3 345 | 179,45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 397 | 6,91 | 561 | 24,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141 318 | 6,51 | 10 720 | 24,19 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 493 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 089 | 424,05 | 772 | 462,77 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 2 652 | 201 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 37 | 3 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 6 980 | 93,78 | 530 | 126,07 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4 090 | 19,77 | 310 | 39,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 189 877 | 2,13 | 90 264 | 19,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 44 696 | 27,94 | 3 391 | 49,21 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 228 747 | 0,79 | 17 353 | 17,52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 151 | 7,36 | 5 397 | 25,19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 451 | 34 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 569 | 1,15 | 4 746 | 17,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 32 611 | 20,84 | 2 474 | 40,91 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 5 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53 356 | 57,37 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29 822 | 77,65 | 2 262 | 107,14 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28 876 | 9,28 | 2 191 | 27,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 985 | 1,12 | 1 672 | 18,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130 159 | 9,49 | 9 874 | 27,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 799 | 9,60 | 61 | 27,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 58 485 | 373,91 | 4 437 | 453,12 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 139 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8 384 | 13,85 | 636 | 32,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 573 | 43 |
