Transamerica Financial Advisors, Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FREL and the CUSIP is 316092857. A total of 173 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$10.0%40.0%0.00%
Q2 2023$10.0%40.0%0.00%
Q1 2023$10.0%40.0%0.00%
Q4 2022$1
-99.9%
40.0%0.00%
Q3 2022$1,0000.0%40.0%0.00%
Q2 2022$1,000
-98.2%
4
-99.8%
0.00%
-100.0%
Q2 2020$57,000
-5.0%
2,419
+5.8%
0.01%
-7.7%
Q2 2019$60,000
-89.1%
2,286
-90.7%
0.01%
-90.8%
Q4 2018$548,000
+36.7%
24,468
+47.2%
0.14%
+65.9%
Q3 2018$401,00016,6230.08%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
CITIZENS & NORTHERN CORP 550,586$17,833,0006.59%
TRUEFG, LLC 344,202$11,149,0005.06%
Riverpoint Wealth Management Holdings, LLC 450,692$14,598,0005.06%
CAPITAL WEALTH MANAGEMENT, LLC 157,835$5,112,0003.45%
BRYN MAWR TRUST Co 2,032,068$65,818,0002.57%
Black Diamond Financial, LLC 184,679$5,982,0001.89%
Life Planning Partners, Inc 46,910$1,520,0001.55%
Rather & Kittrell, Inc. 44,709$1,448,0001.41%
Blue Barn Wealth, LLC 56,440$1,828,0001.27%
Physician Wealth Advisors, Inc. 150,029$4,654,0001.24%
View complete list of FIDELITY COVINGTON TRUST shareholders