Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Fidelity Covington Trust - Fidelity Momentum Factor ETF inkluderer 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, og Kings Path Partners LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
