Avior Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 128 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$10,012
-4.8%
1850.0%0.00%0.0%
Q2 2023$10,520
+7.5%
1850.0%0.00%0.0%
Q1 2023$9,784
-0.5%
185
-4.6%
0.00%0.0%
Q4 2022$9,837
-81.8%
194
-84.4%
0.00%
-75.0%
Q3 2022$54,000
-69.8%
1,246
-68.6%
0.00%
-77.8%
Q2 2022$179,000
-39.1%
3,962
-27.6%
0.02%
-28.0%
Q1 2022$294,000
-40.1%
5,473
-37.5%
0.02%
-39.0%
Q4 2021$491,000
-24.5%
8,751
-30.2%
0.04%
-24.1%
Q3 2021$650,000
-78.7%
12,543
-77.7%
0.05%
-82.4%
Q2 2021$3,048,000
-2.5%
56,213
-6.3%
0.31%
-8.4%
Q1 2021$3,125,00060,0160.33%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
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