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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11.7M -$858K -22,170 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M +$1.98M +51,221 +22%
PAG
3
Private Advisor Group
New Jersey
$10.8M +$1.02M +26,403 +11%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$6.54M +$1.03M +26,675 +20%
MWM
5
Mascoma Wealth Management
New Hampshire
$5.65M +$5.43M +140,477 New
LPL Financial
6
LPL Financial
California
$3.47M +$1.08M +27,873 +48%
Morgan Stanley
7
Morgan Stanley
New York
$3.29M +$229K +5,912 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.17M +$1.12M +28,899 +58%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.14M +$74.5K +1,926 +3%
GP
10
Geneva Partners
Wisconsin
$3.02M +$426K +11,008 +17%
UBS Group
11
UBS Group
Switzerland
$2.81M -$901K -23,289 -25%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.68M +$531K +13,722 +26%
Lido Advisors
13
Lido Advisors
California
$2.63M +$22.6K +583 +0.9%
CWG
14
Cornerstone Wealth Group
North Carolina
$2.3M -$709K -18,315 -25%
AIP
15
Ahrens Investment Partners
Louisiana
$2.22M -$113K -2,925 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.62M -$11.6K -301 -0.7%
KAS
17
Kestra Advisory Services
Texas
$1.31M -$1.1M -28,552 -47%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$997K +$823K +21,278 +604%
Jane Street
19
Jane Street
New York
$771K +$742K +19,189 New
GIA
20
Gladstone Institutional Advisory
Florida
$668K +$39 +1 +0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$549K +$76K +1,964 +17%
1WA
22
180 Wealth Advisors
Washington
$531K -$62K -1,604 -11%
IAN
23
Integrated Advisors Network
Texas
$472K +$3.87K +100 +0.9%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$463K +$104K +2,679 +30%
JWCA
25
J.W. Cole Advisors
Florida
$450K -$5.42K -140 -1%