We are live on ! Find out more
FDRR icon

Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$27M +$305K +9,094 +1%
Bank of America
2
Bank of America
North Carolina
$12.4M -$1.09M -32,522 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.2M +$352K +10,502 +3%
GP
4
Geneva Partners
Wisconsin
$7.38M +$269K +8,031 +4%
AIP
5
Ahrens Investment Partners
Louisiana
$6.97M -$451K -13,460 -6%
UBS Group
6
UBS Group
Switzerland
$6.53M +$67.7K +2,019 +1%
CWG
7
Cornerstone Wealth Group
North Carolina
$4.55M +$666K +19,860 +18%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.99M -$1.77M -52,813 -38%
LPL Financial
9
LPL Financial
California
$2.99M -$433K -12,916 -13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.58M -$28.4K -846 -1%
LDFR
11
Lehman & Derafelo Financial Resources
Pennsylvania
$2.41M +$224K +6,691 +11%
Lido Advisors
12
Lido Advisors
California
$2.3M +$123K +3,654 +6%
Morgan Stanley
13
Morgan Stanley
New York
$2.12M +$1.75M +52,132 +662%
GWM
14
Geneos Wealth Management
Colorado
$1.46M +$19.9K +593 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.3M +$161K +4,790 +15%
AA
16
Argent Advisors
Louisiana
$1.24M +$1.18M +35,238 New
RJA
17
Raymond James & Associates
Florida
$965K -$920K -27,436 -50%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$900K -$541K -16,135 -39%
F
19
F3Logic
Minnesota
$824K +$215K +6,401 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$760K -$831K -24,780 -53%
PAG
21
Private Advisor Group
New Jersey
$698K +$34.4K +1,025 +5%
GIA
22
Gladstone Institutional Advisory
Florida
$673K -$13.5K -403 -2%
1WA
23
180 Wealth Advisors
Washington
$630K -$18.2K -542 -3%
BRWA
24
B. Riley Wealth Advisors
Florida
$585K +$556K +16,582 New
SF
25
Synovus Financial
Georgia
$496K -$644K -19,203 -58%