Smith Salley Wealth Management - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FSTA and the CUSIP is 316092303. A total of 90 filers reported holding FIDELITY COVINGTON TRUST in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$1,021,690
-5.7%
23,995
+0.6%
0.08%
-5.0%
Q2 2023$1,083,299
+9.0%
23,851
+8.4%
0.08%
+1.3%
Q1 2023$993,410
-4.0%
22,002
-4.7%
0.08%
-11.2%
Q4 2022$1,034,896
+9.4%
23,095
-2.0%
0.09%
+1.1%
Q3 2022$946,000
-4.5%
23,555
+2.9%
0.09%
+2.3%
Q2 2022$991,000
-0.2%
22,899
+5.8%
0.09%
+14.7%
Q1 2022$993,000
+14.4%
21,647
+16.5%
0.08%
+23.0%
Q4 2021$868,000
+19.4%
18,589
+7.1%
0.06%
+7.0%
Q3 2021$727,000
+13.8%
17,360
+15.8%
0.06%
+9.6%
Q2 2021$639,000
+10.2%
14,989
+7.4%
0.05%0.0%
Q1 2021$580,000
+31.2%
13,954
+28.6%
0.05%
+15.6%
Q4 2020$442,000
+9.7%
10,853
+2.8%
0.04%
-8.2%
Q3 2020$403,000
+17.5%
10,554
+7.2%
0.05%
+6.5%
Q2 2020$343,000
+6.2%
9,848
-1.3%
0.05%
-14.8%
Q1 2020$323,000
-27.6%
9,982
-15.7%
0.05%
-8.5%
Q4 2019$446,000
-22.8%
11,839
-25.0%
0.06%
-28.0%
Q3 2019$578,000
+12.9%
15,781
+7.1%
0.08%
+6.5%
Q2 2019$512,000
+3.4%
14,731
+0.8%
0.08%
-3.8%
Q1 2019$495,000
+12.0%
14,608
+0.7%
0.08%
-1.2%
Q4 2018$442,000
+8.9%
14,506
+16.2%
0.08%
+26.6%
Q3 2018$406,000
+11.8%
12,479
+7.4%
0.06%
+3.2%
Q2 2018$363,000
+20.6%
11,619
+22.4%
0.06%
+14.8%
Q1 2018$301,000
-2.3%
9,494
+5.6%
0.05%
-1.8%
Q4 2017$308,0008,9870.06%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2020
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