Dynamic Advisor Solutions LLC - FIDELITY COVINGTON TRUST ownership

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$7,880,980
+21.0%
164,702
+24.2%
0.37%
+10.1%
Q2 2023$6,512,721
+111.9%
132,642
+97.5%
0.34%
+87.8%
Q1 2023$3,073,587
+113.9%
67,168
+105.0%
0.18%
+83.7%
Q4 2022$1,436,68132,7640.10%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Halpern Financial, Inc. 272,176$11,709,0224.57%
CHILDRESS CAPITAL ADVISORS, LLC 160,134$6,889,0002.73%
PRIMORIS WEALTH ADVISORS, LLC 35,172$1,513,0002.17%
Bouvel Investment Partners, LLC 42,198$1,815,0001.37%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 66,659$2,868,0001.18%
Samalin Investment Counsel, LLC 16,168$696,0000.49%
Certified Advisory Corp 47,414$2,040,0000.46%
CONDOR CAPITAL MANAGEMENT 75,067$3,229,0000.42%
VICUS CAPITAL 74,930$3,223,0000.36%
Patriot Financial Group Insurance Agency, LLC 36,050$1,551,0000.32%
View complete list of FIDELITY COVINGTON TRUST shareholders