Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates comprennent Charter Capital Management, LLC\DE, High Falls Advisors, Inc, Dentgroup LLC, et Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 233 069 | 26,92 | 12 639 | 37,80 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 8 768 | 475 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 629 | 6,97 | 414 | 16,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 228 532 | 2,60 | 12 393 | 11,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 57 621 | 994,42 | 3 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 255 | 2,69 | 393 | 11,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 933 | 1,23 | 268 | 9,88 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 87 163 | 2,75 | 4 727 | 11,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 901 | 200,33 | 49 | 242,86 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 72 | 4 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 093 | 710 | ||||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 693 | 42,68 | 2 966 | 54,91 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 877 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 388 | 0,15 | 509 | 8,76 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 741 | 1,22 | 94 | 6,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176 789 | 0,06 | 9 587 | 8,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 122 308 | 8,66 | 6 634 | 17,98 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 443 | 42,37 | 404 | 54,41 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 9 704 | 526 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20 375 | 5,40 | 1 | |||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 132 714 | 7 197 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 524 | 0,58 | 28 | 7,69 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 4 282 | 232 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 470 | 0,20 | 80 | 8,22 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 19 | |||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 346 | 1,31 | 561 | 7,06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 41 764 | 5,76 | 2 265 | 14,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24 531 | 379,21 | 1 330 | 421,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 828 | 22,12 | 45 | 33,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 853 | 144,17 | 209 | 164,56 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 17 970 | 1,93 | 974 | 10,68 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 772 | 32,42 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 315 | 17,98 | 17 | 30,77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 566 | 0,51 | 85 | 9,09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 021 | 0,28 | 499 | 10,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40 601 | 10,06 | 2 202 | 19,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 85 958 | 3,49 | 4 661 | 12,34 |
