Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF includono 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., e Quest 10 Wealth Builders, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 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 |
