Baystate Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDIS and the CUSIP is 316092204. A total of 148 filers reported holding FIDELITY COVINGTON TRUST in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q4 2023$4,185
+13.2%
53
+1.9%
0.00%
Q3 2023$3,697
-4.5%
520.0%0.00%
Q2 2023$3,872
+12.2%
520.0%0.00%
Q1 2023$3,451
+114933.3%
520.0%0.00%
Q4 2022$3
-99.9%
520.0%0.00%
Q3 2022$3,0000.0%520.0%0.00%
Q2 2022$3,000
-25.0%
520.0%0.00%
Q1 2022$4,000
-20.0%
520.0%0.00%
Q4 2021$5,000520.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 137,654$5,275,0004.49%
Karp Capital Management Corp 71,465$2,739,0001.31%
FMA ADVISORY INC 53,050$2,033,0001.05%
BECK CAPITAL MANAGEMENT, LLC 31,892$1,222,0001.05%
Lido Advisors, LLC 273,374$10,475,0001.03%
Shamrock Asset Management LLC 17,361$665,0001.00%
VICUS CAPITAL 110,476$4,233,0000.75%
Financial Partners Group, Inc 25,936$994,0000.65%
Exchange Capital Management, Inc. 48,801$1,870,0000.61%
Advisory Services Network, LLC 168,007$6,438,0000.56%
View complete list of FIDELITY COVINGTON TRUST shareholders