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Fidelity Dividend ETF for Rising Rates
FDRR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GAMMA Investing
101
GAMMA Investing
California
USD 26.1 k – – –
CIA
102
Cape Investment Advisory
Georgia
USD 24.6 k +USD 24.3 k +379 Nuevas
AssetMark Inc
103
AssetMark Inc
California
USD 21.1 k – – –
Continuum Advisory
104
Continuum Advisory
Idaho
USD 17.6 k +USD 17.4 k +272 Nuevas
Washington Trust Advisors
105
Washington Trust Advisors
Massachusetts
USD 13 k +USD 12.8 k +200 Nuevas
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
USD 12.7 k +USD 4.87 k +76 +63%
APFP
107
Action Point Financial Planning
Michigan
USD 10.5 k +USD 10.4 k +162 Nuevas
Compass Financial Management
108
Compass Financial Management
Florida
USD 5.43 k +USD 4.99 k +78 Nuevas
Glen Eagle Advisors
109
Glen Eagle Advisors
New Jersey
USD 5.19 k – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
USD 4.87 k – – –
TCM
111
Triumph Capital Management
Colorado
USD 3.37 k – – –
Vanguard Advisers Inc
112
Vanguard Advisers Inc
Pennsylvania
USD 3.01 k – – –
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
USD 2.14 k +USD 2.11 k +33 Nuevas
RF
114
Roxbury Financial
New Jersey
USD 921 – – –
SEP
115
Signature Equity Partners
Ohio
USD 649 – – –
Private Advisor Group
116
Private Advisor Group
New Jersey
– -USD 10 M -169,275 Cerradas
Flow Traders U.S.
117
Flow Traders U.S.
New York
– -USD 1.28 M -21,799 Cerradas
SFG
118
Snider Financial Group
Washington
– -USD 263 k -4,471 Cerradas
WealthShield Partners
119
WealthShield Partners
North Carolina
– -USD 189 k -3,206 Cerradas
AWMG
120
ADG Wealth Management Group
Louisiana
– -USD 167 k -2,835 Cerradas
Advisory Services Network
121
Advisory Services Network
Georgia
– -USD 80.3 k -1,365 Cerradas
ITIM
122
Indiana Trust & Investment Management
Indiana
– -USD 19.6 k -334 Cerradas
Private Trust Company
123
Private Trust Company
Ohio
– -USD 9.23 k -157 Cerradas
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