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icono de FDRR

Fidelity Dividend ETF for Rising Rates
FDRR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
United Capital Financial Advisors
1
United Capital Financial Advisors
Texas
USD 15.3 M +USD 15.2 M +541,240 Nuevas
AIP
2
Ahrens Investment Partners
Louisiana
USD 8.47 M +USD 2.44 M +87,090 +41%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 5.23 M +USD 401 k +14,320 +8%
Citadel Advisors
4
Citadel Advisors
Florida
USD 2.16 M +USD 2.15 M +76,590 Nuevas
Bank of America
5
Bank of America
North Carolina
USD 2.13 M +USD 1.93 M +69,027 +1,076%
Ladenburg Thalmann Financial Services
6
Ladenburg Thalmann Financial Services
Florida
USD 2.03 M +USD 990 k +35,327 +97%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
USD 1.98 M +USD 1.64 M +58,610 +514%
MWM
8
Mascoma Wealth Management
New Hampshire
USD 1.9 M +USD 129 k +4,605 +7%
LPL Financial
9
LPL Financial
California
USD 1.39 M +USD 64.5 k +2,304 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 774 k +USD 208 k +7,412 +37%
Sigma Planning Corp
11
Sigma Planning Corp
Michigan
USD 549 k +USD 146 k +5,208 +37%
Northern Trust
12
Northern Trust
Illinois
USD 508 k +USD 91.5 k +3,267 +22%
Lido Advisors
13
Lido Advisors
California
USD 431 k +USD 45.8 k +1,635 +12%
KSA
14
Ken Stern & Associates
California
USD 430 k +USD 204 k +7,283 +91%
Jane Street
15
Jane Street
New York
USD 299 k -USD 2.01 M -71,902 -87%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 209 k +USD 207 k +7,400 Nuevas
WA
17
WFG Advisors
Texas
USD 171 k +USD 48.4 k +1,727 +40%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 45 k +USD 44.8 k +1,600 Nuevas
Advisor Group
19
Advisor Group
Arizona
USD 29 k – – –
BDO Wealth Advisors
20
BDO Wealth Advisors
Florida
USD 11 k +USD 10.8 k +386 Nuevas
Creative Planning
21
Creative Planning
Kansas
USD 8 k -USD 28 k -1,000 -77%
Advisory Services Network
22
Advisory Services Network
Georgia
USD 6 k +USD 5.55 k +198 Nuevas
Virtu KCG Holdings
23
Virtu KCG Holdings
New York
– -USD 816 k -29,337 Cerradas