WHALEROCK POINT PARTNERS, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FMAT and the CUSIP is 316092881. A total of 56 filers reported holding FIDELITY COVINGTON TRUST in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2018$300,000
-27.5%
8,915
-28.9%
0.24%
+80.5%
Q1 2018$414,000
+15.6%
12,546
+22.7%
0.13%
+17.7%
Q4 2017$358,000
+7.5%
10,229
+1.5%
0.11%
-4.2%
Q3 2017$333,000
+26.6%
10,081
+19.9%
0.12%
+21.6%
Q2 2017$263,0008,4060.10%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2018
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 156,679$6,923,6392.52%
SOUTHERN CAPITAL ADVISORS, LLC 18,828$831,9930.69%
Yoder Wealth Management, Inc. 14,078$622,1070.51%
Broadview Financial Management, LLC 9,864$435,9100.40%
Certified Advisory Corp 47,319$2,091,0310.38%
Trail Ridge Investment Advisors, LLC 10,432$460,9900.31%
SWEENEY & MICHEL, LLC 8,587$371,3700.20%
Beaumont Asset Management, L.L.C. 4,783$211,3450.17%
Exchange Capital Management, Inc. 20,190$892,1780.17%
Lido Advisors, LLC 474,023$20,947,0730.16%
View complete list of FIDELITY COVINGTON TRUST shareholders