JFS WEALTH ADVISORS, LLC - FIDELITY COVINGTON TRUST ownership

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$3,358
-2.1%
680.0%0.00%
Q2 2023$3,431680.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Blueprint Investment Partners LLC 137,993$6,261,0004.87%
Newfound Research LLC 26,319$1,194,0002.76%
SMITH CHAS P & ASSOCIATES PA CPAS 201,305$9,133,0000.86%
Ahrens Investment Partners LLC 34,837$1,581,0000.80%
Sunbelt Securities, Inc. 74,503$3,380,0000.67%
KCS Wealth Advisory 23,012$1,044,0000.54%
LVZ, Inc. 70,731$3,209,0000.50%
Epstein & White Financial LLC 21,326$972,0000.28%
Colony Family Offices, LLC 7,040$319,0000.25%
Biondo Investment Advisors, LLC 22,094$1,002,0000.20%
View complete list of FIDELITY COVINGTON TRUST shareholders