Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF comprennent Mcrae Capital Management Inc, Retirement Planning Group, Grimes & Company, Inc., Purkiss Capital Advisors LLC, Define Financial, Llc, Rsm Us Wealth Management Llc, Evergreen Wealth Solutions, LLC, Harbor Asset Planning, Inc., Fidelis Capital Partners, LLC, Federation des caisses Desjardins du Quebec, Dunhill Financial, LLC, Signature Resources Capital Management, LLC, MTM Investment Management, LLC, Transce3nd, LLC, IMG Wealth Management, Inc., et Quest 10 Wealth Builders, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 170 | 0,24 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 146 950 | 6,16 | 11 393 | 20,19 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 905 | 148 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27 519 | 2,52 | 2 134 | 16,11 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 2 962 | 230 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 899 | 1,28 | 5 884 | 14,68 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 3 536 | 276 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 078 | 316 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 757 | 214 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 864 020 | 118,36 | 59 384 | 103,77 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 131 | 0,29 | 320 | 13,48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 012 | 3,55 | 2 327 | 17,24 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 3 029 | 235 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 70 451 | 0,17 | 5 462 | 13,44 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 5 562 | 1,37 | 431 | 14,93 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 2 762 | 214 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66 869 | 48,69 | 5 184 | 68,37 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 25 388 | 5,20 | 1 968 | 19,13 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 484 | 63,51 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 20 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 120 | 16,15 | 552 | 31,74 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 12 109 | 1,91 | 939 | 15,38 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 120 | 9 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 851 | 66 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 138 329 | 75,40 | 10 725 | 98,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 365 | 28 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 59 351 | 0,40 | 4 601 | 13,69 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 928 | 382 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 52 981 | 6,39 | 4 108 | 20,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 734 | 212 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13 076 | 10,53 | 1 014 | 25,22 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 3 821 | 6,20 | 296 | 20,33 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 15 690 | 2,37 | 1 216 | 15,92 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 2 017 | 0,05 | 156 | 13,04 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 2 690 | 209 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 669 | 213 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17 759 | 0,51 | 1 454 | 21,39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 130 | 22,75 | 420 | 19,37 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 925 | 227 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 378 | 51,20 | 29 | 70,59 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 5 161 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 312 | 24 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 60 427 | 0,62 | 4 708 | 14,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22 244 | 47,97 | 1 564 | 51,90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 43 295 | 6,80 | 3 357 | 20,94 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 67 | 48,89 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 944 | 1 866,67 | 73 | 2 333,33 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 69 564 | 6,91 | 5 393 | 21,05 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 124 | 165 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5 046 | 0,02 | 391 | 13,33 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 678 | 208 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 419 | 6,21 | 2 513 | 20,30 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 554 | 43 | ||||||
| 2025-07-16 | 13F | American National Bank | 11 086 | 3,54 | 859 | 17,19 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3 440 | 267 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 29 376 | 9,18 | 2 278 | 23,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 934 788 | 1,13 | 72 474 | 14,51 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16 547 | 1,81 | 1 283 | 15,29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 882 815 | 16,98 | 68 445 | 32,45 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 935 | 0,28 | 305 | 13,81 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 287 911 | 1,50 | 22 322 | 14,93 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 417 | 317,00 | 32 | 433,33 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2 746 | 217 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33 859 | 2,19 | 2 625 | 15,74 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 29 | 2 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | -50,00 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19 888 | 22,64 | 1 542 | 38,83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 139 | 15,49 | 243 | 30,65 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 2 715 | 210 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15 473 | 11,58 | 1 200 | 26,34 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3 122 | 242 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 633 | 22,98 | 667 | 39,54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 704 467 | 7,93 | 132 147 | 22,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 552 | 21,87 | 353 | 38,04 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 83 | 260,87 | 6 | 400,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 479 | 37 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 5 123 | 397 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 791 | 216 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 797 | 372 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3 225 | 0,28 | 250 | 13,64 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13 136 | 220,23 | 1 018 | 263,57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 66 058 | 10,71 | 5 122 | 25,36 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 3 700 | 287 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 111 840 | 100,91 | 8 671 | 127,50 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 30 934 | 0,50 | 2 398 | 13,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 057 | 60,08 | 159 | 82,76 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 21 379 | 6,64 | 1 657 | 20,77 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11 434 | 2,63 | 886 | 16,27 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 686 | 131 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 98 860 | 231,92 | 7 665 | 275,87 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 7 287 | 1,50 | 565 | 14,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 181 712 | 1,89 | 14 088 | 15,37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9 514 | 10,36 | 738 | 24,92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 13 146 | 21,97 | 1 019 | 38,26 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 177 | 31,94 | 169 | 44,83 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 761 | 48,92 | 59 | 73,53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 327 871 | 19,42 | 25 | 38,89 |
