Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Momentum Factor ETF meliputi Strategic Blueprint, LLC, Orgel Wealth Management, LLC, High Falls Advisors, Inc, Equitable Holdings, Inc., Flow Traders U.s. Llc, Foronjy Financial Llc, ERNZ - TrueShares Active Yield ETF, Twin Peaks Wealth Advisors, LLC, Principal Securities, Inc., Briaud Financial Planning, Inc, MAI Capital Management, dan Kings Path Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,330 | 14.11 | 1,391 | 33.01 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 150,134 | 3.16 | 11,387 | 20.27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 28,300 | 2,147 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17,975 | 1,364 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 961 | 76 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1,994 | 130 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 22,410 | 14.20 | 1,700 | 33.23 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,898 | 296 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4,826 | 2.09 | 366 | 19.22 | ||||
| 2025-08-28 | NP | AAMAX - Absolute Capital Asset Allocator Fund Class A Shares | 44,100 | 139.67 | 3,345 | 179.45 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 4,768 | 46.57 | 362 | 71.09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 57 | 4 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 8,831 | 670 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,179 | 166.00 | 393 | 211.11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,506 | 266 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31,677 | 5.95 | 2,403 | 23.50 | ||||
| 2025-08-12 | 13F | Prudential Plc | 27,355 | 84.02 | 2,075 | 114.58 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 12,680 | 0.09 | 962 | 16.63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 44,100 | 139.67 | 3,345 | 179.45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,397 | 6.91 | 561 | 24.67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141,318 | 6.51 | 10,720 | 24.19 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,493 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11,089 | 424.05 | 772 | 462.77 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 2,652 | 201 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 37 | 3 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 6,980 | 93.78 | 530 | 126.07 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4,090 | 19.77 | 310 | 39.64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,189,877 | 2.13 | 90,264 | 19.08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 44,696 | 27.94 | 3,391 | 49.21 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 228,747 | 0.79 | 17,353 | 17.52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71,151 | 7.36 | 5,397 | 25.19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 451 | 34 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62,569 | 1.15 | 4,746 | 17.94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 32,611 | 20.84 | 2,474 | 40.91 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 5 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53,356 | 57.37 | 4 | 100.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29,822 | 77.65 | 2,262 | 107.14 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28,876 | 9.28 | 2,191 | 27.40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,985 | 1.12 | 1,672 | 18.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130,159 | 9.49 | 9,874 | 27.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 799 | 9.60 | 61 | 27.66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 58,485 | 373.91 | 4,437 | 453.12 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 139 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8,384 | 13.85 | 636 | 32.78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 573 | 43 |
