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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
$24.1M +$130K +4,077 +0.5%
Bank of America
2
Bank of America
North Carolina
$11.9M +$233K +7,312 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M -$3.88M -122,134 -27%
AIP
4
Ahrens Investment Partners
Louisiana
$7.65M -$845K -26,566 -10%
GP
5
Geneva Partners
Wisconsin
$6.38M +$758K +23,841 +14%
UBS Group
6
UBS Group
Switzerland
$5.77M -$587K -18,450 -9%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$5.07M +$814K +25,579 +19%
CWG
8
Cornerstone Wealth Group
North Carolina
$4.01M -$1.4M -44,156 -26%
LPL Financial
9
LPL Financial
California
$3.17M +$277K +8,716 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.57M +$1.34M +42,255 +110%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.51M -$168K -5,271 -6%
Jane Street
12
Jane Street
New York
$2.49M +$1.47M +46,126 +144%
RJA
13
Raymond James & Associates
Florida
$1.98M -$846K -26,608 -30%
Lido Advisors
14
Lido Advisors
California
$1.88M -$9K -283 -0.5%
LDFR
15
Lehman & Derafelo Financial Resources
Pennsylvania
$1.72M +$890K +27,983 +112%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$1.64M -$643K -20,218 -28%
GIA
17
Gladstone Institutional Advisory
Florida
$1.63M -$139K -4,366 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.56M +$1.26M +39,675 +425%
GWM
19
Geneos Wealth Management
Colorado
$1.33M +$30.4K +957 +2%
SF
20
Synovus Financial
Georgia
$1.16M +$98.3K +3,090 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$995K +$38.4K +1,208 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$977K -$1.03M -32,519 -52%
MML Investors Services
23
MML Investors Services
Massachusetts
$872K +$87.4K +2,749 +11%
1WA
24
180 Wealth Advisors
Washington
$633K -$7K -220 -1%
PAG
25
Private Advisor Group
New Jersey
$589K +$149K +4,690 +34%