Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Fidelity Covington Trust - Fidelity U.S. Multifactor ETF termasuk Raymond James Financial Inc, High Falls Advisors, Inc, Williams & Novak, LLC, Dentgroup LLC, Northwestern Mutual Wealth Management Co, Clarity Asset Management, Inc., Evolution Wealth Management Inc., Federation des caisses Desjardins du Quebec, dan Twin Peaks Wealth Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Jpmorgan Chase & Co | 20,672 | 318.97 | 743 | 355.83 | ||||
2025-08-14 | 13F | Fmr Llc | 10,831 | 16.61 | 389 | 26.30 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 43,400 | 12.73 | 1,560 | 22.26 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 52,331 | 1.15 | 1,881 | 9.68 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 6,533 | 235 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,000 | 180 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 28,665 | 267.78 | 1,030 | 299.22 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 250,142 | 2.84 | 9,053 | 12.22 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 640 | 23 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 447 | 16 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 13,597 | 93.47 | 489 | 109.44 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 6,231 | 224 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,520 | 55 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 233,929 | 20.03 | 8,482 | 31.24 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,205 | 185.55 | 43 | 207.14 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 48,318 | 7.39 | 1,737 | 16.35 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,531,499 | 16.08 | 55,051 | 25.83 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44,325 | 37.03 | 1,593 | 48.60 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 217 | 8 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,256 | 45 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,218 | 6.91 | 1 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 21,852 | 11.84 | 783 | 27.36 | ||||
2025-08-12 | 13F | LPL Financial LLC | 20,311 | 86.73 | 730 | 102.78 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 79,585 | 6.81 | 2,861 | 15.74 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34,925 | 10.79 | 1,255 | 20.10 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 8,538 | 307 | ||||||
2025-07-02 | 13F | Dentgroup LLC | 6,159 | 221 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 43,387 | 2,215.21 | 1,560 | 2,374.60 |