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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
$20.9M +$220K +7,176 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.1M -$273K -8,893 -2%
AIP
3
Ahrens Investment Partners
Louisiana
$9.71M -$424K -13,798 -4%
Bank of America
4
Bank of America
North Carolina
$9.4M +$27.5K +895 +0.3%
Citadel Advisors
5
Citadel Advisors
Florida
$8.93M +$8.72M +284,066 +1,037%
UBS Group
6
UBS Group
Switzerland
$4.72M -$254K -8,263 -5%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.06M +$53.1K +1,729 +1%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$2.51M +$2.69M +87,622 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.42M +$442K +14,382 +21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.06M +$2.21M +71,997 New
RJA
11
Raymond James & Associates
Florida
$2.02M +$686K +22,356 +47%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.98M +$1.91M +62,353 +946%
LPL Financial
13
LPL Financial
California
$1.67M +$254K +8,271 +17%
GIA
14
Gladstone Institutional Advisory
Florida
$1.55M +$1.66M +54,219 New
GP
15
Geneva Partners
Wisconsin
$1.51M +$1.61M +52,570 New
GWM
16
Geneos Wealth Management
Colorado
$1.18M +$1.22M +39,719 +2,289%
Lido Advisors
17
Lido Advisors
California
$1.12M +$361K +11,763 +43%
Goldman Sachs
18
Goldman Sachs
New York
$1.11M +$1.19M +38,699 New
SF
19
Synovus Financial
Georgia
$985K +$1.05M +34,262 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$840K +$264K +8,593 +42%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$745K +$798K +25,983 New
1WA
22
180 Wealth Advisors
Washington
$720K
Morgan Stanley
23
Morgan Stanley
New York
$716K +$761K +24,781 +12,391%
F
24
F3Logic
Minnesota
$618K +$309K +10,078 +88%
MML Investors Services
25
MML Investors Services
Massachusetts
$566K +$45.6K +1,484 +8%