FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 52 filers reported holding FIDELITY COVINGTON TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $467,510 | +1.7% | 8,119 | +0.8% | 0.02% | -4.3% |
Q1 2024 | $459,553 | +14.2% | 8,055 | +6.1% | 0.02% | -4.2% |
Q4 2023 | $402,461 | +3.0% | 7,594 | -7.0% | 0.02% | -17.2% |
Q3 2023 | $390,667 | -8.5% | 8,164 | -6.1% | 0.03% | -3.3% |
Q2 2023 | $427,057 | +16.9% | 8,698 | +9.0% | 0.03% | +15.4% |
Q1 2023 | $365,209 | +1.9% | 7,981 | -2.4% | 0.03% | -7.1% |
Q4 2022 | $358,559 | +6.1% | 8,176 | -3.3% | 0.03% | 0.0% |
Q3 2022 | $338,000 | -6.4% | 8,456 | +0.6% | 0.03% | -3.4% |
Q2 2022 | $361,000 | -15.5% | 8,402 | +0.1% | 0.03% | 0.0% |
Q1 2022 | $427,000 | 0.0% | 8,397 | +2.6% | 0.03% | +3.6% |
Q4 2021 | $427,000 | +33.4% | 8,183 | +23.0% | 0.03% | +12.0% |
Q2 2021 | $320,000 | +17.6% | 6,653 | +9.4% | 0.02% | -3.8% |
Q1 2021 | $272,000 | +9.7% | 6,082 | -0.5% | 0.03% | 0.0% |
Q4 2020 | $248,000 | – | 6,114 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 679,681 | $32,522,751 | 19.24% |
Prism Advisors, Inc. | 448,204 | $21,446,561 | 7.51% |
Custos Family Office, LLC | 193,052 | $9,237,520 | 6.22% |
Halpern Financial, Inc. | 192,979 | $9,234,064 | 3.19% |
Forbes Financial Planning, Inc. | 58,767 | $2,812,019 | 3.01% |
PRIMORIS WEALTH ADVISORS, LLC | 28,448 | $1,361,206 | 1.64% |
Bouvel Investment Partners, LLC | 50,619 | $2,422,119 | 1.31% |
Samalin Investment Counsel, LLC | 21,166 | $1,012,781 | 0.58% |
CONDOR CAPITAL MANAGEMENT | 83,488 | $3,994,921 | 0.49% |
Patriot Financial Group Insurance Agency, LLC | 43,219 | $2,068,029 | 0.43% |