Smith Salley Wealth Management - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FUTY and the CUSIP is 316092865. A total of 118 filers reported holding FIDELITY COVINGTON TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$543,109
-5.9%
14,323
+4.9%
0.04%
-7.0%
Q2 2023$577,320
+1.5%
13,655
+5.2%
0.04%
-4.4%
Q1 2023$568,650
-3.0%
12,977
+0.9%
0.04%
-10.0%
Q4 2022$586,056
+5.0%
12,858
-2.7%
0.05%
-3.8%
Q3 2022$558,000
-4.1%
13,212
+2.5%
0.05%
+4.0%
Q2 2022$582,000
-1.0%
12,888
+5.0%
0.05%
+13.6%
Q1 2022$588,000
-8.1%
12,280
-11.1%
0.04%
-2.2%
Q4 2021$640,000
+19.9%
13,810
+6.5%
0.04%
+7.1%
Q3 2021$534,000
+27.1%
12,973
+26.7%
0.04%
+23.5%
Q2 2021$420,000
+4.0%
10,238
+5.2%
0.03%
-5.6%
Q1 2021$404,000
+18.8%
9,736
+16.1%
0.04%
+5.9%
Q4 2020$340,000
+18.1%
8,388
+10.6%
0.03%
-2.9%
Q3 2020$288,000
+9.5%
7,583
+5.2%
0.04%0.0%
Q2 2020$263,000
+4.4%
7,211
+2.7%
0.04%
-16.7%
Q1 2020$252,000
-13.1%
7,021
+2.6%
0.04%
+10.5%
Q4 2019$290,000
-26.8%
6,845
-26.5%
0.04%
-32.1%
Q3 2019$396,000
+13.8%
9,311
+5.0%
0.06%
+7.7%
Q2 2019$348,000
+3.6%
8,866
+1.1%
0.05%
-3.7%
Q1 2019$336,000
+47.4%
8,767
+34.0%
0.05%
+28.6%
Q4 2018$228,0006,5430.04%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2019
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 152,435$6,325,0006.28%
MIRSKY FINANCIAL MANAGEMENT CORP. 167,339$6,943,0003.22%
MONUMENTAL FINANCIAL GROUP INC. 62,483$2,592,0002.48%
Fortis Advisors, LLC 95,083$2,947,0002.10%
Estate Counselors, LLC 330,115$13,696,0002.01%
SMITH SHELLNUT WILSON LLC /ADV 75,423$3,129,0001.91%
Demars Financial Group, LLC 63,098$2,618,0001.76%
FormulaFolio Investments, LLC 91,126$3,882,0001.26%
Maltin Wealth Management, Inc. 34,393$1,427,0000.92%
Mascoma Wealth Management LLC 42,291$1,755,0000.76%
View complete list of FIDELITY COVINGTON TRUST shareholders