Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Small-Mid Cap Opportunities ETF meliputi RFG Advisory, LLC, Christopher J. Hasenberg, Inc, Creative Planning, Citadel Advisors Llc, Kestra Private Wealth Services, Llc, Bay Capital Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Aqr Capital Management Llc, Geneos Wealth Management Inc., Bulwark Capital Corp, Spire Wealth Management, Cwm, Llc, IFP Advisors, Inc, dan Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 202 | 5 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 393 | 0 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 153,131 | 21.68 | 4,260 | 47.25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 349,227 | 9,495 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 406,512 | 3.00 | 11,053 | 10.96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,520 | 69 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 49,247 | 15.22 | 1,339 | 24.21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 574 | 16 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7,907 | 215 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 364,386 | 2.72 | 10 | 12.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,428 | 235 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,780 | 76 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,021 | 230.56 | 300 | 255.95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,925 | 2.78 | 215 | 10.82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23,088 | 5.65 | 628 | 13.79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17,513 | 476 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13,202 | 14.99 | 359 | 23.88 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2,535 | 69 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11,856 | 322 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 3,742 | 0.05 | 102 | 7.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 21,895 | 595 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18,179 | 48.61 | 494 | 60.39 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 21,040 | 22.13 | 572 | 31.80 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 502,919 | 18.38 | 13,674 | 27.53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 57,683 | 126.95 | 1,568 | 144.62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 878 | 2.69 | 24 | 9.52 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2,869 | 77.43 | 78 | 95.00 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 8,287 | 33.77 | 225 | 44.23 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 227,554 | 56.01 | 6,187 | 68.08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,783 | 46.57 | 701 | 58.24 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 28,608 | 778 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13,026 | 354 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 116,808 | 14.96 | 3,176 | 23.87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12,784 | 0.59 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,064 | 803.18 | 301 | 837.50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88 | 2 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,722 | 101 |
