Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates includono Charter Capital Management, LLC\DE, High Falls Advisors, Inc, Dentgroup LLC, e Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
