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Fidelity Dividend ETF for Rising Rates

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$42.2M -$1.52M -24,855 -3%
LPL Financial
2
LPL Financial
California
$18.3M -$2.25M -36,855 -11%
EWA
3
EP Wealth Advisors
California
$17.7M -$544K -8,897 -3%
Bank of America
4
Bank of America
North Carolina
$14.5M -$73.9K -1,209 -0.5%
PAG
5
Private Advisor Group
New Jersey
$9.95M +$182K +2,984 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.94M -$1.14M -18,635 -11%
CCM
7
Charter Capital Management
Wisconsin
$7.98M -$24.8K -406 -0.3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$7.02M +$1.65M +27,046 +29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.11M +$1.75M +28,612 +38%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.41M +$411K +6,723 +8%
NA
11
NewEdge Advisors
Louisiana
$5.2M +$121K +1,979 +2%
GP
12
Geneva Partners
Wisconsin
$4.93M -$418K -6,840 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.8M -$2.27M -37,199 -31%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$4.62M +$539K +8,811 +13%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.52M +$905K +14,805 +24%
Morgan Stanley
16
Morgan Stanley
New York
$4.32M -$390K -6,377 -8%
KAS
17
Kestra Advisory Services
Texas
$3.94M +$992K +16,217 +32%
UBS Group
18
UBS Group
Switzerland
$3.74M -$166K -2,713 -4%
SMAM
19
Sugar Maple Asset Management
Wisconsin
$3.15M -$99.9K -1,634 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.76M +$1.39M +22,715 +90%
Raymond James Financial
21
Raymond James Financial
Florida
$2.57M -$71.9K -1,176 -3%
CFD
22
Creative Financial Designs
Indiana
$1.91M +$83.5K +1,366 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$1.89M +$998K +16,319 +103%
Lido Advisors
24
Lido Advisors
California
$1.75M -$86.9K -1,421 -5%
P
25
&Partners
Tennessee
$1.43M +$722K +11,804 +92%