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Fidelity Dividend ETF for Rising Rates

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