Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF includono Beaumont Financial Advisors, LLC, Elm3 Financial Group, LLC, Mcrae Capital Management Inc, CI Private Wealth, LLC, Park Avenue Securities Llc, Federation des caisses Desjardins du Quebec, Signature Resources Capital Management, LLC, SRS Capital Advisors, Inc., Atlantic Union Bankshares Corp, Hartland & Co., LLC, Legend Financial Advisors, Inc., Moser Wealth Advisors, LLC, AlphaCore Capital LLC, Financial Gravity Companies, Inc., Chapman Financial Group, Llc, e Golden State Wealth Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 31.567 | 0,34 | 2.046 | 15,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 922 | 60 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 | 26,32 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3.342 | 217 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21.192 | 1.373 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 67.249 | 15,96 | 4 | 33,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38.103 | 2 | ||||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 16.805 | 1,22 | 1.089 | 16,60 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 16.816 | 0,17 | 1.090 | 15,36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 727 | 38,21 | 47 | 62,07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 68 | 4 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 557 | 24,33 | 36 | 44,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 604 | 0,17 | 39 | 18,18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13.592 | 15,31 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 26.237 | 21,59 | 1.700 | 40,03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.186 | 0,25 | 77 | 15,15 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32.244 | 2,19 | 2.090 | 17,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.595 | 14,42 | 103 | 32,05 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 363 | 24 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 375 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 428.311 | 5,45 | 27.759 | 21,48 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4.783 | 25,87 | 310 | 45,07 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 123.933 | 11,17 | 8.032 | 28,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 679 | 0,30 | 44 | 13,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119.757 | 7,28 | 7.761 | 23,58 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9.650 | 0,35 | 625 | 15,74 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 106.462 | 0,17 | 6.878 | 15,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 184.383 | 0,93 | 11.950 | 16,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.163 | 0,31 | 270 | 15,45 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 25.292 | 3,74 | 1.639 | 19,55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.642 | 1,53 | 236 | 17,41 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.807 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70.285 | 7,73 | 4.555 | 24,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46.461 | 0,14 | 2.614 | -4,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 200 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20.710 | 155,90 | 1.342 | 194,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 164.073 | 8,88 | 10.634 | 25,42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 128 | 8 | ||||||
| 2025-08-08 | 13F | Creative Planning | 10.702 | 43,79 | 694 | 65,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48.305 | 150.853,12 | 3.131 | 312.900,00 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 46 | 3 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 18 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23.978 | 1,48 | 1.554 | 16,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.113 | 202 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 76.265 | 5,20 | 4.943 | 21,19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 228 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90.418 | 35,70 | 6 | 66,67 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8.361 | 243,93 | 542 | 297,79 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 15.964 | 10,53 | 1.035 | 27,34 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 26 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.382.346 | 9,42 | 89.590 | 26,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10.338 | 15,61 | 670 | 33,20 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 632.275 | 10,62 | 40.978 | 27,43 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 624 | 40 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 11 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 163 | 185,96 | 11 | 233,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.817 | 0,11 | 183 | 15,19 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12.599 | 1,03 | 817 | 16,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11.009 | 0,20 | 714 | 15,53 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4.181 | 0,05 | 271 | 14,89 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 194.911 | 4,60 | 12.632 | 20,50 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4.491 | 15,54 | 291 | 33,49 | ||||
| 2025-07-18 | 13F | Vicus Capital | 289.689 | 4,39 | 18.775 | 20,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16.225 | 3,85 | 1.052 | 19,70 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19.342 | 12,11 | 1.254 | 29,18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1.867.729 | 4,49 | 121.048 | 20,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13.903 | 1,99 | 896 | 17,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4.721 | 306 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 334 | 22 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 18.037 | 0,51 | 1.169 | 15,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74.709 | 3,55 | 4.842 | 19,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43.000 | 2.787 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 3.116 | 202 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4.920 | 1.423,22 | 319 | 1.666,67 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4.166 | 1,21 | 270 | 16,45 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 49 | 3 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39.443 | 275,11 | 2.556 | 332,49 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5.977 | 31,91 | 387 | 52,36 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2.484.280 | 22,67 | 161 | 42,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.098 | 0 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8.510 | 5,49 | 552 | 21,63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 19.815 | 12,19 | 1 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4.845 | 11,56 | 314 | 28,69 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 162 | 10 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43.008 | 24,61 | 2.787 | 43,59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 428 | 28 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 58.636 | 0,18 | 3.800 | 15,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 189 | 26,85 | 12 | 50,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 19.406 | 2,09 | 1.258 | 17,59 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 21.409 | 7,40 | 1.388 | 23,73 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7.263 | 471 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 28.557 | 1.851 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | 10 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 26.029 | 40,68 | 1.687 | 62,12 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6.650 | 41,19 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 58.061 | 2,03 | 3.763 | 17,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9.184 | 1.166,76 | 595 | 1.316,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 265.779 | 5,26 | 17 | 21,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241.133 | 32,54 | 15.628 | 52,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 49.361 | 0,57 | 3.199 | 15,86 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6.256 | 10,61 | 401 | 35,02 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.280 | 1,21 | 277 | 16,88 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65.963 | 44,84 | 4.275 | 66,86 |
