WELCH CAPITAL PARTNERS LLC/NY - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 120 filers reported holding FIDELITY COVINGTON TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WELCH CAPITAL PARTNERS LLC/NY ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q4 2022$325
-99.9%
6,4100.0%0.10%
+13.0%
Q3 2022$280,000
-3.4%
6,4100.0%0.09%
+3.4%
Q2 2022$290,000
-15.9%
6,4100.0%0.09%
+7.2%
Q1 2022$345,000
-4.2%
6,4100.0%0.08%
+5.1%
Q4 2021$360,0006,4100.08%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
IronBridge Private Wealth, LLC 142,519$6,442,0004.83%
PERSONAL CFO SOLUTIONS, LLC 96,012$4,340,0001.02%
Full Sail Capital, LLC 210,742$9,526,0000.92%
Birchcreek Wealth Management, LLC 22,421$1,013,0000.91%
ENTERPRISE FINANCIAL SERVICES CORP 96,539$4,363,0000.85%
Lifeworks Advisors, LLC 27,929$1,262,0000.80%
Pinnacle Private Wealth, LLC 41,263$1,865,0000.73%
EPG Wealth Management LLC 36,789$1,663,0000.71%
Stonebridge Financial Planning Group, LLC 22,851$1,033,0000.70%
Lido Advisors, LLC 1,077,925$48,722,0000.65%
View complete list of FIDELITY COVINGTON TRUST shareholders