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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$25M +$12.5M +292,476 +94%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.2M +$507K +11,861 +4%
Bank of America
3
Bank of America
North Carolina
$12.7M +$142K +3,336 +1%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$8.43M +$1.01M +23,562 +13%
MWM
5
Mascoma Wealth Management
New Hampshire
$7.63M +$773K +18,106 +11%
Morgan Stanley
6
Morgan Stanley
New York
$4.55M +$374K +8,760 +9%
LPL Financial
7
LPL Financial
California
$4.19M +$254K +5,957 +6%
GP
8
Geneva Partners
Wisconsin
$3.69M +$390K +9,144 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.42M +$19.9K +466 +0.6%
Lido Advisors
10
Lido Advisors
California
$3.24M +$263K +6,158 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$2.92M +$1.37M +32,164 +84%
UBS Group
12
UBS Group
Switzerland
$2.76M +$322K +7,539 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.6M -$241K -5,653 -8%
AIP
14
Ahrens Investment Partners
Louisiana
$2.17M -$24.4K -572 -1%
CWG
15
Cornerstone Wealth Group
North Carolina
$2.14M +$11.5K +270 +0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.78M +$99K +2,319 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.67M
KAS
18
Kestra Advisory Services
Texas
$1.44M +$70.9K +1,660 +5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.13M +$43.6K +1,022 +4%
AIC
20
Ameritas Investment Company
Nebraska
$989K +$946K +22,142 +1,262%
RJA
21
Raymond James & Associates
Florida
$930K +$652K +15,266 +212%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$735K +$97K +2,271 +15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$726K +$143K +3,358 +24%
GIA
24
Gladstone Institutional Advisory
Florida
$684K -$4.4K -103 -0.6%
HA
25
Herold Advisors
New York
$561K +$579K +13,570 New