Baystate Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDIS and the CUSIP is 316092204. A total of 161 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 160,064$11,182,0668.06%
MONUMENTAL FINANCIAL GROUP INC. 99,428$6,946,0404.62%
SFI Advisors, LLC 53,061$3,706,8413.62%
Yoder Wealth Management, Inc. 35,311$2,466,8262.04%
Maltin Wealth Management, Inc. 29,091$2,032,2851.42%
PENOBSCOT WEALTH MANAGEMENT 24,186$1,6891.28%
ATLAS CAPITAL ADVISORS LLC 89,109$6,225,1541.02%
MAGNOLIA CAPITAL MANAGEMENT LTD 9,010$6290.61%
Lido Advisors, LLC 1,120,748$78,295,4400.60%
SOUTHERN CAPITAL ADVISORS, LLC 9,685$676,6060.56%
View complete list of FIDELITY COVINGTON TRUST shareholders