MAI Capital Management - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 356 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$246,724
+1.6%
2,007
+8.0%
0.00%0.0%
Q2 2023$242,821
+2.9%
1,859
-3.0%
0.00%0.0%
Q1 2022$236,000
-33.5%
1,916
-26.9%
0.00%
-33.3%
Q4 2021$355,000
+5.7%
2,621
-7.5%
0.01%0.0%
Q3 2021$336,000
+57.0%
2,834
+40.2%
0.01%
+20.0%
Q1 2021$214,000
-4.5%
2,022
-5.8%
0.01%
-16.7%
Q4 2020$224,0002,1470.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Full Sail Capital, LLC 744,407$67,689,0007.00%
Armor Investment Advisors, LLC 67,641$6,151,0004.19%
NorthLanding Financial Partners, LLC 54,134$4,922,0003.89%
Lifeworks Advisors, LLC 64,060$6,259,0003.56%
Halpern Financial, Inc. 96,897$8,810,8423.49%
Madrona Financial Services, LLC 55,224$5,021,0003.10%
Financial Partners Group, Inc 125,259$11,390,0003.00%
King Wealth Management Group 101,313$9,212,0002.34%
FORTE ASSET MANAGEMENT LLC 38,266$3,480,0002.31%
Birchcreek Wealth Management, LLC 24,023$2,184,0002.02%
View complete list of FIDELITY COVINGTON TRUST shareholders