ACG Wealth - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 106 filers reported holding FIDELITY COVINGTON TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ACG Wealth ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2022$130,000
-41.4%
2,880
-27.1%
0.03%
-15.6%
Q4 2021$222,000
+7.2%
3,950
+3.7%
0.03%
+23.1%
Q2 2021$207,000
-70.3%
3,809
-71.5%
0.03%
-71.7%
Q1 2021$696,000
+8.4%
13,373
-2.1%
0.09%
+3.4%
Q4 2020$642,000
+8.4%
13,663
-7.3%
0.09%0.0%
Q3 2020$592,000
+48.4%
14,746
+32.7%
0.09%
+36.9%
Q2 2020$399,000
+23.5%
11,115
+4.7%
0.06%
+8.3%
Q1 2020$323,00010,6170.06%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2022
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