Heritage Wealth Advisors - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FMAT and the CUSIP is 316092881. A total of 94 filers reported holding FIDELITY COVINGTON TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$3,314
-5.3%
750.0%0.00%
Q2 2023$3,500
+2.4%
750.0%0.00%
Q1 2023$3,419
+4.4%
750.0%0.00%
Q4 2022$3,274
+9.1%
750.0%0.00%
Q3 2022$3,0000.0%750.0%0.00%
Q2 2022$3,000
-25.0%
750.0%0.00%
Q1 2022$4,0000.0%750.0%0.00%
Q4 2021$4,000750.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 154,989$7,065,9262.63%
VICUS CAPITAL 254,616$11,607,9611.25%
SOUTHERN CAPITAL ADVISORS, LLC 18,070$823,8300.61%
Yoder Wealth Management, Inc. 11,787$537,3690.45%
Lifeworks Advisors, LLC 18,524$844,5320.40%
Broadview Financial Management, LLC 9,914$451,9920.40%
Trail Ridge Investment Advisors, LLC 10,709$488,2230.32%
SWEENEY & MICHEL, LLC 11,133$496,4080.26%
WULFF, HANSEN & CO. 5,055$230,4570.26%
Exchange Capital Management, Inc. 20,930$954,2010.19%
View complete list of FIDELITY COVINGTON TRUST shareholders