NewEdge Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 78 filers reported holding FIDELITY COVINGTON TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$490,080
-7.3%
10,242
-4.9%
0.01%
-16.7%
Q2 2023$528,660
+52.4%
10,767
+61.7%
0.01%
+20.0%
Q4 2021$347,000
+8.1%
6,660
-1.2%
0.01%
-37.5%
Q3 2021$321,0006,7410.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Halpern Financial, Inc. 202,635$8,107,4423.21%
PRIMORIS WEALTH ADVISORS, LLC 31,537$1,260,0002.25%
BMS Financial Advisors, LLC 60,812$2,433,0001.71%
CHILDRESS CAPITAL ADVISORS, LLC 77,953$3,119,0001.22%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 64,676$2,588,0001.19%
Bouvel Investment Partners, LLC 44,310$1,773,0001.18%
ALTFEST L J & CO INC 58,408$2,337,0000.44%
Certified Advisory Corp 46,759$1,871,0000.43%
CONDOR CAPITAL MANAGEMENT 77,649$3,107,0000.40%
VICUS CAPITAL 83,482$3,340,0000.39%
View complete list of FIDELITY COVINGTON TRUST shareholders