Smith Salley Wealth Management - FIDELITY COVINGTON TRUST ownership

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FIDELITY COVINGTON TRUST's ticker is FREL and the CUSIP is 316092857. A total of 154 filers reported holding FIDELITY COVINGTON TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$384,333
-13.9%
16,894
-5.1%
0.03%
-12.1%
Q2 2023$446,568
+7.9%
17,799
+7.1%
0.03%0.0%
Q1 2023$413,946
-3.6%
16,618
-4.0%
0.03%
-10.8%
Q4 2022$429,463
-1.7%
17,310
-5.2%
0.04%
-9.8%
Q3 2022$437,000
-9.5%
18,253
+2.6%
0.04%
-2.4%
Q2 2022$483,000
-40.7%
17,795
-29.3%
0.04%
-32.3%
Q1 2022$815,000
-30.8%
25,153
-25.9%
0.06%
-25.3%
Q4 2021$1,178,000
+23.1%
33,923
+7.8%
0.08%
+10.7%
Q3 2021$957,000
+15.7%
31,477
+15.8%
0.08%
+11.9%
Q2 2021$827,000
+16.3%
27,174
+5.0%
0.07%
+4.7%
Q1 2021$711,000
+27.4%
25,870
+17.8%
0.06%
+12.3%
Q4 2020$558,000
+17.0%
21,968
+8.1%
0.06%
-1.7%
Q3 2020$477,000
+31.4%
20,313
+30.9%
0.06%
+20.8%
Q2 2020$363,000
+9.3%
15,515
-2.7%
0.05%
-12.7%
Q1 2020$332,000
-23.1%
15,950
+2.9%
0.06%
-3.5%
Q4 2019$432,000
+18.7%
15,500
+18.9%
0.06%
+9.6%
Q3 2019$364,000
+13.0%
13,036
+6.0%
0.05%
+6.1%
Q2 2019$322,000–12,294–0.05%–
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Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2019
NameSharesValueWeighting ↓
CITIZENS & NORTHERN CORP 683,278$15,544,5756.24%
Riverpoint Wealth Management Holdings, LLC 740,022$16,835,4845.55%
TRUEFG, LLC 481,993$10,965,3414.74%
Black Diamond Financial, LLC 314,340$7,151,2802.20%
Essential Planning, LLC. 120,320$2,746,9881.52%
Physician Wealth Advisors, Inc. 220,799$4,987,8411.28%
Blue Barn Wealth, LLC 85,039$1,934,6301.27%
Eagle Bay Advisors LLC 111,630$2,539,5781.18%
Schoolcraft Capital LLC 140,407$3,194,2570.90%
FORTE ASSET MANAGEMENT LLC 58,564$1,332,3210.90%
View complete list of FIDELITY COVINGTON TRUST shareholders