Plante Moran Financial Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FSTA and the CUSIP is 316092303. A total of 125 filers reported holding FIDELITY COVINGTON TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2023$10,520
+0.8%
2330.0%0.00%
-50.0%
Q4 2022$10,441
+108.8%
233
+97.5%
0.00%
+100.0%
Q3 2022$5,0000.0%1180.0%0.00%0.0%
Q2 2022$5,000
-16.7%
118
-9.2%
0.00%0.0%
Q1 2022$6,000
-53.8%
130
-54.9%
0.00%
-50.0%
Q4 2021$13,000
+8.3%
2880.0%0.00%
-33.3%
Q3 2021$12,0000.0%2880.0%0.00%0.0%
Q2 2021$12,0000.0%2880.0%0.00%0.0%
Q1 2021$12,000
+20.0%
288
+12.1%
0.00%0.0%
Q4 2020$10,0000.0%2570.0%0.00%
-25.0%
Q3 2020$10,000
+11.1%
257
+4.5%
0.00%0.0%
Q2 2020$9,0002460.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 796,099$33,897,8953.77%
Walker Financial Services, Inc. 75,850$3,229,7003.14%
Compass Financial Group, INC/SD 113,837$4,847,1961.45%
SOUTHERN CAPITAL ADVISORS, LLC 35,865$1,527,1371.27%
Crumly & Associates Inc. 57,504$2,448,5200.96%
PERSONAL CFO SOLUTIONS, LLC 109,203$4,649,8930.92%
Independent Order of Foresters 28,243$1,202,5870.86%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 50,824$2,164,0850.86%
WBI INVESTMENTS, LLC 87,754$3,736,5060.75%
Yoder Wealth Management, Inc. 20,245$862,0320.71%
View complete list of FIDELITY COVINGTON TRUST shareholders