UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDVV and the CUSIP is 316092840. A total of 112 filers reported holding FIDELITY COVINGTON TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2022$404,000
-7.1%
12,226
+1.1%
0.00%0.0%
Q2 2022$435,000
-40.9%
12,098
-31.5%
0.00%
-50.0%
Q1 2022$736,000
+123.7%
17,668
+116.4%
0.00%
+100.0%
Q4 2021$329,0008,1650.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 150,525$4,831,0001.90%
Octavia Wealth Advisors, LLC 65,743$2,110,0000.68%
Ahrens Investment Partners LLC 32,945$1,058,0000.57%
PERSONAL CFO SOLUTIONS, LLC 68,378$2,195,0000.54%
Epstein & White Financial LLC 46,328$1,482,0000.46%
Flaharty Asset Management, LLC 56,152$1,802,0000.45%
Geneva Partners, LLC 20,635$662,0000.35%
Gladstone Institutional Advisory LLC 54,251$1,7410.35%
Summit X, LLC 32,926$1,056,0000.31%
LVZ, Inc. 53,772$1,726,0000.29%
View complete list of FIDELITY COVINGTON TRUST shareholders