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Fidelity Dividend ETF for Rising Rates
FDRR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ameritas Advisory Services
1
Ameritas Advisory Services
Nebraska
USD 70.9 M +USD 24 M +375,226 +52%
LPL Financial
2
LPL Financial
California
USD 18.7 M -USD 1.44 M -22,476 -7%
EP Wealth Advisors
3
EP Wealth Advisors
California
USD 18.1 M -USD 1.46 M -22,813 -8%
Bank of America
4
Bank of America
North Carolina
USD 15.3 M -USD 694 k -10,843 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 9.42 M -USD 445 k -6,947 -5%
CCM
6
Charter Capital Management
Wisconsin
USD 8.71 M -USD 96.9 k -1,514 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 8.45 M +USD 1.68 M +26,281 +25%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 7.66 M +USD 2.33 M +36,418 +45%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
USD 6.95 M +USD 1.95 M +30,385 +40%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 5.98 M +USD 13.7 k +214 +0.2%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 5.77 M +USD 34.1 k +533 +0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
USD 5.66 M +USD 557 k +8,703 +11%
GP
13
Geneva Partners
Wisconsin
USD 5.38 M -USD 63.8 k -996 -1%
Morgan Stanley
14
Morgan Stanley
New York
USD 4.73 M -USD 32.6 k -509 -0.7%
UBS Group
15
UBS Group
Switzerland
USD 4.1 M -USD 30.4 k -475 -0.7%
JP Morgan Chase
16
JP Morgan Chase
New York
USD 3.78 M +USD 649 k +10,143 +21%
Kestra Advisory Services
17
Kestra Advisory Services
Texas
USD 3.5 M -USD 837 k -13,066 -20%
SMAM
18
Sugar Maple Asset Management
Wisconsin
USD 3.36 M -USD 117 k -1,827 -3%
Raymond James Financial
19
Raymond James Financial
Florida
USD 3.05 M +USD 217 k +3,396 +8%
Citadel Advisors
20
Citadel Advisors
Florida
USD 2.75 M +USD 657 k +10,266 +32%
Creative Financial Designs
21
Creative Financial Designs
Indiana
USD 2.5 M +USD 394 k +6,155 +19%
Lido Advisors
22
Lido Advisors
California
USD 1.86 M -USD 65.8 k -1,028 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 1.65 M +USD 205 k +3,194 +14%
&Partners
24
&Partners
Tennessee
USD 1.62 M +USD 42.1 k +658 +3%
PFG Advisors
25
PFG Advisors
Arizona
USD 1.58 M +USD 19.1 k +298 +1%
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