We are live on ! Find out more
FDRR icon

Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Ahrens Investment Partners
Louisiana
$4.18M +$4.08M +157,895 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.14M +$4.03M +156,137 New
SFS
3
Sowell Financial Services
Arkansas
$1.56M +$1.45M +56,282 New
MWM
4
Mascoma Wealth Management
New Hampshire
$1.47M +$1.44M +55,632 New
LPL Financial
5
LPL Financial
California
$923K +$892K +34,558 New
SPC
6
Sigma Planning Corp
Michigan
$293K +$285K +11,058 New
Lido Advisors
7
Lido Advisors
California
$201K +$195K +7,573 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$168K +$163K +6,331 New
AG
9
Advisor Group
Arizona
$28K
Bank of America
10
Bank of America
North Carolina
$5K +$5.16K +200 New
UBS Group
11
UBS Group
Switzerland
-$6.46M -252,000 Closed
Citigroup
12
Citigroup
New York
-$5.12M -200,000 Closed
Goldman Sachs
13
Goldman Sachs
New York
-$3.59M -140,000 Closed