WealthPLAN Partners, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 285 filers reported holding FIDELITY COVINGTON TRUST in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2021$413,000
+7.3%
3,803
+8.2%
0.03%
-3.0%
Q4 2020$385,000
+17.4%
3,514
+2.2%
0.03%
+3.1%
Q3 2020$328,000
+11.9%
3,440
+5.6%
0.03%
+6.7%
Q2 2020$293,000
+41.5%
3,259
+14.6%
0.03%
+11.1%
Q1 2020$207,0002,8440.03%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Full Sail Capital, LLC 753,505$72,713,0007.03%
Armor Investment Advisors, LLC 66,992$6,465,0004.19%
Lifeworks Advisors, LLC 61,714$5,955,0003.78%
Halpern Financial, Inc. 93,893$9,060,6363.53%
Madrona Financial Services, LLC 54,295$5,239,0003.07%
BEAM WEALTH ADVISORS, INC. 28,349$2,736,0003.04%
Financial Partners Group, Inc 125,160$12,078,0003.03%
FORTE ASSET MANAGEMENT LLC 39,786$3,839,0002.66%
Birchcreek Wealth Management, LLC 29,140$2,812,0002.52%
King Wealth Management Group 103,652$10,002,0002.39%
View complete list of FIDELITY COVINGTON TRUST shareholders