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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
$19.9M +$4.08M +143,056 +26%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.8M +$8.23M +288,346 +156%
AIP
3
Ahrens Investment Partners
Louisiana
$8.95M +$230K +8,070 +3%
MWM
4
Mascoma Wealth Management
New Hampshire
$2.88M +$912K +31,960 +48%
Bank of America
5
Bank of America
North Carolina
$2.82M +$611K +21,429 +28%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.93M -$155K -5,418 -8%
LPL Financial
7
LPL Financial
California
$1.44M +$8.45K +296 +0.6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.33M +$520K +18,224 +66%
Citadel Advisors
9
Citadel Advisors
Florida
$934K -$1.27M -44,450 -58%
Jane Street
10
Jane Street
New York
$719K +$404K +14,143 +134%
Lido Advisors
11
Lido Advisors
California
$553K +$101K +3,555 +23%
Northern Trust
12
Northern Trust
Illinois
$522K
KSA
13
Ken Stern & Associates
California
$460K +$16.1K +565 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$389K -$1.62M -56,639 -81%
RJA
15
Raymond James & Associates
Florida
$276K +$271K +9,495 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$81K +$33.8K +1,184 +74%
AG
17
Advisor Group
Arizona
$39K +$8.53K +299 +29%
UBS Group
18
UBS Group
Switzerland
$29K +$28.5K +1,000 New
CFD
19
Creative Financial Designs
Indiana
$20K +$20K +700 New
AIS
20
Accurate Investment Solutions
Pennsylvania
$15K +$15K +525 New
ASN
21
Advisory Services Network
Georgia
$6K +$29 +1 +0.5%
Morgan Stanley
22
Morgan Stanley
New York
$6K +$5.59K +196 New
SPC
23
Sigma Planning Corp
Michigan
-$549K -19,434 Closed
RJFSA
24
Raymond James Financial Services Advisors
Florida
-$209K -7,400 Closed
BWA
25
BDO Wealth Advisors
Florida
-$11K -386 Closed