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Fidelity Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$406M -$1.11M -37,511 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M +$20.7M +698,057 New
Stifel Financial
3
Stifel Financial
Missouri
$11.3M +$10.9M +368,080 New
Truist Financial
4
Truist Financial
North Carolina
$8.32M +$8.02M +270,819 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M +$2.33M +78,723 +61%
SS
6
Sunbelt Securities
Texas
$4M +$3.38M +114,293 +711%
AC
7
Anson Capital
Georgia
$3.88M +$70.8K +2,391 +2%
KAS
8
Kestra Advisory Services
Texas
$3.58M +$599K +20,239 +21%
IIM
9
InTrack Investment Management
Vermont
$2.8M +$824K +27,835 +44%
WQ
10
Wealth Quarterback
New Jersey
$2.18M +$671K +22,671 +47%
DFG
11
Demars Financial Group
Washington
$1.77M -$42.7K -1,441 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.41M +$365K +12,335 +37%
GPWM
13
Grant Private Wealth Management
California
$1.36M +$1.31M +44,315 New
PWA
14
Peterson Wealth Advisors
Utah
$1.04M -$51K -1,724 -5%
CFS
15
CRA Financial Services
New Jersey
$799K +$771K +26,050 New
NA
16
NewEdge Advisors
Louisiana
$668K +$644K +21,757 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$434K +$418K +14,135 New
MA
18
Mutual Advisors
Nebraska
$339K +$328K +11,078 New
BRWA
19
B. Riley Wealth Advisors
Florida
$337K +$50.3K +1,700 +18%
MWP
20
Madison Wealth Partners
Wisconsin
$314K +$95K +3,210 +46%
Jane Street
21
Jane Street
New York
$295K +$285K +9,612 New
MML Investors Services
22
MML Investors Services
Massachusetts
$263K +$254K +8,585 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$228K +$220K +7,444 New
BCG
24
Breakwater Capital Group
New Jersey
$227K +$2.43K +82 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$220K +$45.7K +1,545 +28%