FORVIS Wealth Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDVV and the CUSIP is 316092840. A total of 156 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$514,443
-2.9%
13,3310.0%0.02%0.0%
Q2 2023$529,774
+3.2%
13,331
-1.1%
0.02%
-5.9%
Q1 2023$513,116
+2.1%
13,474
+0.0%
0.02%
-5.6%
Q4 2022$502,534
+13.2%
13,472
+0.1%
0.02%0.0%
Q3 2022$444,000
-7.7%
13,452
+0.5%
0.02%
-5.3%
Q2 2022$481,00013,3910.02%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 150,525$4,831,0001.90%
Octavia Wealth Advisors, LLC 65,743$2,110,0000.68%
Ahrens Investment Partners LLC 32,945$1,058,0000.57%
PERSONAL CFO SOLUTIONS, LLC 68,378$2,195,0000.54%
Epstein & White Financial LLC 46,328$1,482,0000.46%
Flaharty Asset Management, LLC 56,152$1,802,0000.45%
Geneva Partners, LLC 20,635$662,0000.35%
Gladstone Institutional Advisory LLC 54,251$1,7410.35%
Summit X, LLC 32,926$1,056,0000.31%
LVZ, Inc. 53,772$1,726,0000.29%
View complete list of FIDELITY COVINGTON TRUST shareholders