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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
$23.7M +$627K +20,402 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M -$2.09M -68,011 -13%
Bank of America
3
Bank of America
North Carolina
$11.6M +$1.18M +38,544 +12%
AIP
4
Ahrens Investment Partners
Louisiana
$8.41M -$2.22M -72,208 -21%
UBS Group
5
UBS Group
Switzerland
$6.29M +$1.07M +34,673 +21%
GP
6
Geneva Partners
Wisconsin
$5.56M +$3.8M +123,558 +235%
CWG
7
Cornerstone Wealth Group
North Carolina
$5.37M +$5.22M +169,886 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.21M -$256K -8,330 -6%
LPL Financial
9
LPL Financial
California
$2.86M +$1M +32,572 +56%
RJA
10
Raymond James & Associates
Florida
$2.8M +$563K +18,326 +26%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.65M -$19.7K -640 -0.8%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$2.26M -$493K -16,031 -18%
Citadel Advisors
13
Citadel Advisors
Florida
$1.99M -$7.63M -248,317 -80%
Lido Advisors
14
Lido Advisors
California
$1.86M +$616K +20,042 +51%
GIA
15
Gladstone Institutional Advisory
Florida
$1.75M +$32.4K +1,055 +2%
Morgan Stanley
16
Morgan Stanley
New York
$1.29M +$492K +16,015 +64%
GWM
17
Geneos Wealth Management
Colorado
$1.29M -$18.2K -593 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.21M -$1.03M -33,613 -47%
SF
19
Synovus Financial
Georgia
$1.05M -$32.9K -1,072 -3%
Jane Street
20
Jane Street
New York
$1.01M +$634K +20,648 +183%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$946K +$20.3K +661 +2%
LDFR
22
Lehman & Derafelo Financial Resources
Pennsylvania
$792K +$316K +10,300 +70%
MML Investors Services
23
MML Investors Services
Massachusetts
$776K +$149K +4,841 +25%
F
24
F3Logic
Minnesota
$683K +$1.5K +49 +0.2%
1WA
25
180 Wealth Advisors
Washington
$640K -$68.3K -2,224 -10%