CWM, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 128 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$30
+200.0%
553
+227.2%
0.00%
Q2 2023$10
+11.1%
1690.0%0.00%
Q1 2023$90.0%1690.0%0.00%
Q4 2022$9
-99.9%
169
-23.5%
0.00%
Q3 2022$10,000
-66.7%
221
-67.1%
0.00%
Q2 2022$30,000
-6.2%
672
+12.2%
0.00%
Q1 2022$32,000
-5.9%
5990.0%0.00%
Q4 2021$34,000
+1033.3%
599
+1051.9%
0.00%
Q2 2021$3,0000.0%520.0%0.00%
Q1 2021$3,0000.0%520.0%0.00%
Q4 2020$3,0000.0%520.0%0.00%
Q3 2020$3,0000.0%520.0%0.00%
Q2 2020$3,0000.0%520.0%0.00%
Q1 2020$3,0000.0%520.0%0.00%
Q4 2019$3,0000.0%520.0%0.00%
Q3 2019$3,0000.0%520.0%0.00%
Q2 2019$3,0000.0%520.0%0.00%
Q1 2019$3,000
-76.9%
52
-84.8%
0.00%
-100.0%
Q4 2017$13,0000.0%3430.0%0.00%0.0%
Q3 2017$13,000
+8.3%
3430.0%0.00%0.0%
Q2 2017$12,0000.0%3430.0%0.00%0.0%
Q1 2017$12,000
+9.1%
3430.0%0.00%0.0%
Q4 2016$11,000
+10.0%
3430.0%0.00%0.0%
Q3 2016$10,0000.0%3430.0%0.00%0.0%
Q2 2016$10,0003430.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Yoder Wealth Management, Inc. 60,493$3,273,8812.70%
PERSONAL CFO SOLUTIONS, LLC 94,839$5,132,7301.01%
Trail Ridge Investment Advisors, LLC 24,892$1,347,1550.92%
Full Sail Capital, LLC 170,395$9,221,7770.80%
Lifeworks Advisors, LLC 35,559$1,924,4640.75%
Armor Investment Advisors, LLC 20,091$1,087,3420.64%
EPG Wealth Management LLC 37,937$2,053,1620.62%
Lido Advisors, LLC 1,393,875$75,436,5320.57%
Stonebridge Financial Planning Group, LLC 13,838$748,9370.48%
Traynor Capital Management, Inc. 67,535$3,655,0110.46%
View complete list of FIDELITY COVINGTON TRUST shareholders