Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates meliputi Charter Capital Management, LLC\DE, High Falls Advisors, Inc, Dentgroup LLC, dan Twin Peaks Wealth Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
