Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates, to m.in RCS Financial Planning, LLC, Midwest Financial Network, LLC, Park Avenue Securities Llc, ADG Wealth Management Group, LLC, Fifth Third Bancorp, Indiana Trust & Investment Management CO, i Vanguard Advisers Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 119 354 | 29,30 | 7 018 | 140 260,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 651 | 0,43 | 97 | -3,00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 120 | 42,86 | 7 | 40,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 78 497 | 12,64 | 4 616 | 8,54 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 688 | 217 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 333 | 20 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4 244 | 0,59 | 250 | -3,11 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 22 966 | 41,18 | 1 245 | 25,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 169 275 | 1,79 | 9 954 | -1,91 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 4 169 | 254 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 883 | 7,68 | 56 | 10,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 389 | 17,74 | 140 | 12,90 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 91 961 | 7,89 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 417 | 0,57 | 260 | -3,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 86 531 | 0,09 | 198 | -96,25 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 432 | 0,70 | 25 | -3,85 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 814 | 1,74 | 165 | -1,79 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 918 | 212 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 768 | 0,57 | 104 | -2,80 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 310 | 1,48 | 547 | -2,15 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4 984 | 8,21 | 293 | 4,27 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 13 782 | 810 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 24 039 | 10,43 | 1 414 | 6,40 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 611 | 15,36 | 332 | 11,82 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7 737 | 0,49 | 455 | -3,20 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16 871 | 164,81 | 992 | 155,67 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6 077 | 37,86 | 371 | 43,41 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 4 451 | 0,29 | 262 | -3,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7 779 | 2,18 | 457 | -1,51 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2 835 | 167 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 10 200 | 600 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32 184 | 102,86 | 1 893 | 95,45 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 22 189 | 6,77 | 1 305 | 2,84 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 24 617 | 92,13 | 1 426 | 69,16 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1 858 | 0,65 | 116 | 1,75 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 478 | 0,20 | 87 | -4,44 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 66 941 | 31,97 | 3 936 | 27,17 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 334 | 20 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 937 | 75,93 | 114 | 68,66 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6 843 | 402 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 901 | 53 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 32 452 | 4,39 | 1 908 | 0,63 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 12 688 | 746 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1 413 | 0,28 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 76 802 | 23,88 | 4 516 | 19,38 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 663 | 6,81 | 98 | 2,11 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 3 780 | 0,08 | 222 | -3,48 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 46 | 3 | ||||||
| 2026-05-12 | 13F | Creative Planning | 11 272 | 4,15 | 663 | 0,30 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5 337 | 0,32 | 314 | -3,40 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 12 501 | 128,37 | 735 | 120,06 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 48 070 | 89,59 | 2 759 | 78,35 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 325 | 3,50 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 147 | 305,86 | 126 | 293,75 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 103 928 | 37,99 | 6 111 | 32,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 365 | 80 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 8 726 | 1 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 4 855 | 33,38 | 296 | 33,33 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 9 350 | 6,86 | 553 | 2,60 |
