Plante Moran Financial Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 81 filers reported holding FIDELITY COVINGTON TRUST in Q2 2020. 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
Q3 2023$11,203
-4.8%
2070.0%0.00%0.0%
Q2 2023$11,772
-28.0%
207
-33.0%
0.00%
-50.0%
Q1 2023$16,343
+4.3%
3090.0%0.00%0.0%
Q4 2022$15,669
+56.7%
309
+37.3%
0.00%0.0%
Q3 2022$10,0000.0%2250.0%0.00%0.0%
Q2 2022$10,000
-16.7%
2250.0%0.00%0.0%
Q1 2022$12,000
-66.7%
225
-67.9%
0.00%
-75.0%
Q3 2021$36,000
+260.0%
700
+109.0%
0.01%
+60.0%
Q1 2020$10,000
-28.6%
3350.0%0.01%0.0%
Q4 2019$14,0003350.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2020
NameSharesValueWeighting ↓
Yoder Wealth Management, Inc. 60,493$3,273,8812.70%
PERSONAL CFO SOLUTIONS, LLC 94,839$5,132,7301.01%
Trail Ridge Investment Advisors, LLC 24,892$1,347,1550.92%
Full Sail Capital, LLC 170,395$9,221,7770.80%
Lifeworks Advisors, LLC 35,559$1,924,4640.75%
Armor Investment Advisors, LLC 20,091$1,087,3420.64%
EPG Wealth Management LLC 37,937$2,053,1620.62%
Lido Advisors, LLC 1,393,875$75,436,5320.57%
Stonebridge Financial Planning Group, LLC 13,838$748,9370.48%
Traynor Capital Management, Inc. 67,535$3,655,0110.46%
View complete list of FIDELITY COVINGTON TRUST shareholders