Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity MSCI Financials Index ETF includono Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Tableaux Llc, Benchmark Financial Wealth Advisors, LLC, Mcrae Capital Management Inc, Integrated Wealth Concepts LLC, Signature Resources Capital Management, LLC, Colonial Trust Co / SC, Briaud Financial Planning, Inc, Moser Wealth Advisors, LLC, Glenmede Investment Management, LP, AlphaCore Capital LLC, e Atlantic Union Bankshares Corp .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3.002 | 0,87 | 222 | 7,77 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 6.955 | 12,63 | 515 | 19,81 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6.432 | 2,57 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3.762 | 279 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 346 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10.592 | 5,06 | 784 | 12,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115.966 | 0,09 | 8.605 | 6,60 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3.913 | 2,81 | 290 | 9,47 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 78.514 | 6,22 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 114.516 | 52,56 | 8.479 | 62,48 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 119.296 | 7,37 | 8.833 | 14,36 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2.423 | 498,27 | 168 | 700,00 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 14.190 | 0,42 | 987 | 1,65 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4.241 | 6,16 | 314 | 21,24 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 1.369.787 | 21,73 | 93.091 | 13,10 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.006 | 0,33 | 223 | 6,73 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 68.815 | 114,74 | 5.095 | 128,78 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5.496 | 0,27 | 407 | 6,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0,24 | 31 | 7,14 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 28.348 | 2.099 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37.129 | 6,17 | 2.749 | 13,08 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 13.362 | 20,55 | 989 | 28,44 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 205.883 | 0,77 | 15.244 | 7,32 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 4.470 | 1,15 | 331 | 7,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94.086 | 44,27 | 6.966 | 53,67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6.782 | 46,48 | 1 | |||||
| 2025-07-15 | 13F | Lynch & Associates/in | 34.820 | 3,58 | 2.578 | 10,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3.224 | 10,90 | 239 | 17,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9.500 | 35,71 | 703 | 44,65 | |||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2.866 | 212 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.693 | 347 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.801 | 14,13 | 133 | 22,02 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18.459 | 14,95 | 1.367 | 22,40 | ||||
| 2025-07-15 | 13F | Am Investment Strategies Llc | 3.575 | 0,22 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 92.730 | 6,50 | 6.866 | 13,41 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12.180 | 127,71 | 902 | 142,86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 733 | 0,14 | 54 | 8,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 17.756 | 1.002 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 102.212 | 17,38 | 7.568 | 25,01 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 700 | 52 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.662 | 5,23 | 804 | 14,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.404 | 474 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 13.646 | 0,69 | 1.017 | 7,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 137.539 | 139,89 | 10.183 | 155,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3.868 | 0,03 | 286 | 6,72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41.943 | 6,45 | 2.916 | 7,72 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1.800 | 133 | |||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 8.756 | 648 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1.100 | 81 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 501 | 0,20 | 37 | 8,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 13.595 | 6,17 | 1.007 | 13,03 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 7.261 | 0,28 | 538 | 6,76 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 144.405 | 3,39 | 10.692 | 10,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 137.110 | 7,49 | 10.152 | 14,48 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9.219 | 23,83 | 683 | 33,46 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3.695 | 0,08 | 274 | 6,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 56.819 | 3.394,40 | 4.207 | 3.622,12 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9.636 | 5,46 | 713 | 12,28 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7.562 | 8,14 | 560 | 15,02 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 63.159 | 1,48 | 4.676 | 8,09 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 459 | 34 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 75 | 6 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7.944 | 3,84 | 588 | 4,81 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 362 | 27 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 889 | 66 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 14.705 | 52,51 | 1.089 | 62,39 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 543 | 0,37 | 40 | 8,11 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3.693 | 1,29 | 273 | 7,91 | ||||
| 2025-07-16 | 13F | American National Bank | 9.711 | 11,28 | 719 | 18,65 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 7.751 | 0,35 | 574 | 6,90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4.053 | 0,15 | 300 | 6,76 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 4.225 | 313 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23.901 | 2,50 | 1.770 | 9,13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43 | 3 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.554 | 0,59 | 1.226 | 7,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 331.555 | 2,76 | 24.548 | 9,44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12.362 | 0,02 | 915 | 6,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12.843 | 47,86 | 942 | 58,05 | ||||
| 2025-07-18 | 13F | Vicus Capital | 299.652 | 2,51 | 22.186 | 9,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37.160 | 12,87 | 2.751 | 20,24 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19.576 | 5,43 | 1.449 | 12,33 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 53.785 | 1,34 | 3.982 | 7,94 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.467 | 406,57 | 183 | 451,52 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 797 | 59 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 49 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 50.949 | 3,62 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 14.392 | 70,32 | 1.066 | 83,62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3.578 | 265 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22.700 | 168,70 | 1.681 | 186,20 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9.471 | 34,23 | 701 | 43,06 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7.045 | 2,85 | 522 | 9,45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 6.760 | 28,40 | 501 | 36,61 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.478 | 283,90 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 18.033 | 12,14 | 1.335 | 19,52 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3.112 | 0,39 | 230 | 6,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.052 | 1,22 | 300 | 9,49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5.870 | 72,65 | 435 | 83,90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 29.468 | 4,97 | 2.182 | 11,79 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 94.900 | 7.026 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 49 | 345,45 | 4 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 48 | 4 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.181 | 2,07 | 2.457 | 8,67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 28 | 3,70 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 8.287 | 3,93 | 614 | 10,65 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 6.110 | 452 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.804 | 3,32 | 134 | 9,92 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 32.989 | 8,22 | 2.443 | 15,24 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1.212 | 203,00 | 90 | 229,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2.881 | 0,03 | 213 | 6,50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 215.753 | 141,10 | 15.974 | 156,78 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 103.983 | 120,41 | 7.702 | 134,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32.406 | 347,47 | 2 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 55.546 | 1,63 | 4.113 | 8,24 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 7.110 | 15,27 | 526 | 22,90 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 83.159 | 6.157 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 312 | 0,32 | 23 | 9,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 595.860 | 1,09 | 44 | 10,00 |
