Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity Momentum Factor ETF includono 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, e Kings Path Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 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 |
