WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 71 filers reported holding FIDELITY COVINGTON TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$497,483
+122.4%
10,397
+113.9%
0.00%
-33.3%
Q4 2022$223,731
-4.4%
4,861
-8.3%
0.00%0.0%
Q2 2022$234,000
-35.0%
5,300
-24.5%
0.00%
-40.0%
Q1 2022$360,000
-13.0%
7,024
-13.3%
0.01%
-16.7%
Q4 2021$414,000
+0.2%
8,103
-1.6%
0.01%0.0%
Q3 2021$413,000
+11.3%
8,234
+8.0%
0.01%0.0%
Q2 2021$371,000
+51.4%
7,624
+42.4%
0.01%
+50.0%
Q1 2021$245,0005,3550.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 553,756$25,339,89216.52%
Halpern Financial, Inc. 197,034$9,016,2943.24%
PRIMORIS WEALTH ADVISORS, LLC 29,837$1,365,3421.68%
Bouvel Investment Partners, LLC 45,791$2,095,3961.22%
BMS Financial Advisors, LLC 38,109$1,743,8681.20%
CONDOR CAPITAL MANAGEMENT 81,527$3,730,6750.47%
Patriot Financial Group Insurance Agency, LLC 42,140$1,928,3260.39%
ALTFEST L J & CO INC 52,930$2,4220.38%
Americana Partners, LLC 50,379$2,305,3430.36%
Samalin Investment Counsel, LLC 12,935$591,8930.36%
View complete list of FIDELITY COVINGTON TRUST shareholders