Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Blue Chip Value ETF meliputi Summit Wealth Group Llc / Co, Cetera Investment Advisers, AdvisorNet Financial, Inc, Creative Financial Designs Inc /adv, Raymond James Financial Inc, dan Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 12,614 | 0.48 | 413 | 2.74 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 33,310 | 44.39 | 1,091 | 47.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 355 | 12 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,128 | 70 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 25,988 | 141.10 | 851 | 147.09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 80 | 3 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,951 | 129 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427,979 | 0.43 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,095 | 331 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 151 | 5 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,094 | 6.46 | 167 | 8.50 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 10,351 | 339 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4,132 | 11.89 | 135 | 12.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,755 | 47.72 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,987 | 294 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,759 | 151.28 | 90 | 157.14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 678 | 145.65 | 22 | 175.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 | 2 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 6,344 | 0.63 | 208 | 2.99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 885 | 145.15 | 29 | 154.55 |
