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Fidelity Dividend ETF for Rising Rates

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