SVB WEALTH LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 77 filers reported holding FIDELITY COVINGTON TRUST in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$754,974
-8.7%
13,950
-4.0%
0.02%
+13.3%
Q2 2023$826,662
+7.5%
14,5360.0%0.02%
+36.4%
Q1 2023$768,809
-22.4%
14,536
-25.6%
0.01%
-15.4%
Q4 2022$990,417
+15.7%
19,531
-0.3%
0.01%0.0%
Q3 2022$856,000
-9.3%
19,589
-6.2%
0.01%
-13.3%
Q2 2022$944,000
-19.6%
20,879
-4.3%
0.02%
-6.2%
Q1 2022$1,174,000
-11.4%
21,824
-7.4%
0.02%
-27.3%
Q4 2021$1,325,000
+4.9%
23,577
-3.1%
0.02%
+37.5%
Q3 2021$1,263,000
-4.3%
24,3410.0%0.02%
-5.9%
Q2 2021$1,320,000
-6.5%
24,341
-10.2%
0.02%
-15.0%
Q1 2021$1,412,000
-2.4%
27,111
-11.9%
0.02%
-4.8%
Q4 2020$1,446,000
-10.4%
30,765
-23.5%
0.02%
-22.2%
Q3 2020$1,614,000
-26.9%
40,210
-34.7%
0.03%
-34.1%
Q2 2020$2,209,000
-37.8%
61,544
-47.3%
0.04%
-52.3%
Q1 2020$3,552,000
-48.8%
116,686
-29.4%
0.09%
-31.7%
Q4 2019$6,944,000
+19.6%
165,173
+13.4%
0.13%
+8.6%
Q3 2019$5,807,000
-5.6%
145,694
-5.9%
0.12%
-44.0%
Q2 2019$6,152,000154,8180.21%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2020
NameSharesValueWeighting ↓
WIN ADVISORS, INC 63,076$3,198,5841.20%
PERSONAL CFO SOLUTIONS, LLC 99,255$5,033,2301.06%
Lifeworks Advisors, LLC 31,541$1,599,4540.90%
Full Sail Capital, LLC 177,096$8,980,5380.85%
Birchcreek Wealth Management, LLC 16,829$853,4220.76%
EPG Wealth Management LLC 38,220$1,938,1190.74%
Trail Ridge Investment Advisors, LLC 21,063$1,068,1050.74%
Lido Advisors, LLC 1,120,529$56,822,0430.69%
Armor Investment Advisors, LLC 16,752$849,4720.52%
Stonebridge Financial Planning Group, LLC 13,199$669,3210.45%
View complete list of FIDELITY COVINGTON TRUST shareholders