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Fidelity Dividend ETF for Rising Rates
FDRR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
RFN
76
RDA Financial Network
Iowa
USD 209 k +USD 206 k +3,222 Nuevas
BW
77
BXM Wealth
Colorado
USD 208 k +USD 205 k +3,200 Nuevas
Northern Trust
78
Northern Trust
Illinois
USD 205 k +USD 202 k +3,160 Nuevas
Harbour Investments
79
Harbour Investments
Wisconsin
USD 140 k +USD 448 +7 +0.3%
Larson Financial Group
80
Larson Financial Group
Missouri
USD 129 k -USD 52.7 k -823 -29%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
USD 123 k -USD 31.3 k -489 -20%
KFP
82
Kerr Financial Planning
California
USD 121 k +USD 768 +12 +0.6%
DWM
83
Darwin Wealth Management
Florida
USD 115 k +USD 704 +11 +0.6%
IFP Advisors
84
IFP Advisors
Florida
USD 108 k +USD 1.15 k +18 +1%
Allworth Financial
85
Allworth Financial
California
USD 108 k +USD 64 +1 +0.1%
Advisornet Financial
86
Advisornet Financial
Minnesota
USD 96.1 k +USD 192 +3 +0.2%
CX Institutional
87
CX Institutional
Indiana
USD 92 k +USD 256 +4 +0.3%
MS
88
Monetary Solutions
Ohio
USD 77.3 k – – –
Wells Fargo
89
Wells Fargo
California
USD 73.1 k -USD 51.9 k -811 -42%
SHP Wealth Management
90
SHP Wealth Management
Massachusetts
USD 65.2 k +USD 320 +5 +0.5%
Cornerstone Planning Group
91
Cornerstone Planning Group
New Jersey
USD 59.2 k – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
USD 58.5 k – – –
IFG Advisory
93
IFG Advisory
Georgia
USD 54.7 k +USD 54 k +843 Nuevas
Geneos Wealth Management
94
Geneos Wealth Management
Colorado
USD 51.9 k – – –
AE Wealth Management
95
AE Wealth Management
Kansas
USD 36.9 k +USD 6.4 k +100 +21%
Concord Wealth Partners
96
Concord Wealth Partners
Virginia
USD 32.9 k +USD 32.5 k +507 Nuevas
Colonial Trust Advisors
97
Colonial Trust Advisors
South Carolina
USD 29.2 k -USD 64 -1 -0.2%
BFP
98
Birchwood Financial Partners
Minnesota
USD 28.2 k +USD 128 +2 +0.5%
O'Shaughnessy Asset Management
99
O'Shaughnessy Asset Management
Connecticut
USD 27 k – – –
GAMMA Investing
100
GAMMA Investing
California
USD 26.1 k – – –
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