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Fidelity Dividend ETF for Rising Rates
FDRR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Farther Finance Advisors
51
Farther Finance Advisors
California
USD 491 k +USD 125 k +1,959 +35%
Equitable Holdings
52
Equitable Holdings
New York
USD 486 k +USD 168 k +2,628 +54%
JWCA
53
J.W. Cole Advisors
Florida
USD 483 k +USD 476 k +7,439 Nuevas
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
USD 432 k -USD 12.2 k -191 -3%
Axxcess Wealth Management
55
Axxcess Wealth Management
California
USD 411 k – – –
Sigma Planning Corp
56
Sigma Planning Corp
Michigan
USD 395 k -USD 20.7 k -323 -5%
LJI Wealth Management
57
LJI Wealth Management
Indiana
USD 368 k -USD 64.7 k -1,010 -15%
Naples Global Advisors
58
Naples Global Advisors
Florida
USD 361 k – – –
Independent Financial Group
59
Independent Financial Group
California
USD 347 k +USD 1.09 k +17 +0.3%
PAS
60
PKS Advisory Services
New York
USD 328 k -USD 286 k -4,464 -47%
CoreCap Advisors
61
CoreCap Advisors
Michigan
USD 317 k -USD 6.28 k -98 -2%
TPWA
62
Twin Peaks Wealth Advisors
California
USD 299 k +USD 273 k +4,271 +1,283%
MWM
63
Mascoma Wealth Management
New Hampshire
USD 290 k +USD 896 +14 +0.3%
Csenge Advisory Group
64
Csenge Advisory Group
Florida
USD 288 k +USD 1.73 k +27 +0.6%
HBW Advisory Services
65
HBW Advisory Services
California
USD 282 k +USD 256 +4 +0.1%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
USD 263 k -USD 12.2 k -191 -5%
Perryman Financial Advisory
67
Perryman Financial Advisory
Texas
USD 257 k +USD 1.47 k +23 +0.6%
MWS
68
MFA Wealth Services
California
USD 245 k +USD 128 +2 +0.1%
SWP
69
ShoreHaven Wealth Partners
New Jersey
USD 243 k -USD 2.94 k -46 -1%
D.J. St. Germain
70
D.J. St. Germain
Massachusetts
USD 241 k – – –
Western Wealth Management
71
Western Wealth Management
Colorado
USD 240 k +USD 320 +5 +0.1%
NWAM LLC
72
NWAM LLC
Washington
USD 222 k -USD 30.5 k -476 -12%
Wedbush Securities
73
Wedbush Securities
California
USD 214 k +USD 211 k +3,302 Nuevas
Cullen/Frost Bankers
74
Cullen/Frost Bankers
Texas
USD 212 k +USD 1.28 k +20 +0.6%
Truist Financial
75
Truist Financial
North Carolina
USD 211 k +USD 208 k +3,245 Nuevas
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