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Fidelity Limited Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$24.3M +$15.4M +307,607 +169%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.7M +$3.24M +65,019 +26%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.53M -$2.22M -44,573 -21%
Morgan Stanley
4
Morgan Stanley
New York
$7.84M +$3.97M +79,597 +102%
LPL Financial
5
LPL Financial
California
$5.22M +$3.62M +72,579 +222%
Bank of America
6
Bank of America
North Carolina
$3.94M -$343K -6,873 -8%
RIA
7
Regal Investment Advisors
Michigan
$3.83M +$103K +2,056 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.72M +$54.2K +1,087 +1%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$3.31M +$504K +10,106 +18%
SFA
10
Salus Financial Advisors
Colorado
$2.49M +$2.51M +50,219 New
KPWS
11
Kestra Private Wealth Services
Texas
$2.19M -$237K -4,758 -10%
Citadel Advisors
12
Citadel Advisors
Florida
$2.01M +$2.02M +40,500 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$1.62M +32,409 +425%
GWM
14
GSB Wealth Management
Connecticut
$1.73M +$81K +1,623 +5%
FTUS
15
Flow Traders U.S.
New York
$1.68M +$171K +3,432 +11%
GLR
16
Great Lakes Retirement
Ohio
$1.3M +$33.8K +677 +3%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$1.08M +$24.3K +487 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.05M +$59.6K +1,195 +6%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$722K -$47K -941 -6%
DAS
20
Dynamic Advisor Solutions
Arizona
$720K +$8.13K +163 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$701K +$42.2K +846 +6%
SIA
22
Soltis Investment Advisors
Utah
$608K -$67.9K -1,361 -10%
IA
23
IFP Advisors
Florida
$608K +$229K +4,593 +60%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$604K +$749 +15 +0.1%
NPF
25
Norris Perne & French
Michigan
$580K +$27.4K +550 +5%