UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FNCL and the CUSIP is 316092501. A total of 182 filers reported holding FIDELITY COVINGTON TRUST in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2022$253,000
-9.0%
4,671
-6.1%
0.00%0.0%
Q4 2021$278,000
+4.1%
4,974
+0.0%
0.00%0.0%
Q3 2021$267,000
-8.2%
4,972
-10.5%
0.00%0.0%
Q2 2021$291,000
-71.3%
5,555
-77.9%
0.00%
-85.7%
Q3 2018$1,015,000
+12.0%
25,158
+8.9%
0.01%0.0%
Q2 2018$906,000
+2.5%
23,109
+5.6%
0.01%0.0%
Q1 2018$884,000
+19.0%
21,879
+20.1%
0.01%
+16.7%
Q4 2017$743,000
+41.8%
18,219
+32.0%
0.01%
+50.0%
Q3 2017$524,000
+64.8%
13,802
+57.9%
0.00%
+33.3%
Q2 2017$318,0008,7390.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Bouvel Investment Partners, LLC 80,582$4,326,0002.44%
Full Sail Capital, LLC 509,334$27,346,0002.39%
Stone House Investment Management, LLC 112,033$5,866,0002.29%
USAdvisors Wealth Management, LLC 85,811$4,607,0002.00%
Birchcreek Wealth Management, LLC 37,733$2,026,0001.89%
Freedom Investment Management, Inc. 411,092$22,072,0001.69%
Maltin Wealth Management, Inc. 39,986$2,147,0001.32%
Cribstone Capital Management, LLC 41,056$2,204,0001.31%
Destiny Wealth Partners, LLC 115,758$6,215,0001.25%
ERn Financial, LLC 89,942$4,829,0001.24%
View complete list of FIDELITY COVINGTON TRUST shareholders