MISSION WEALTH MANAGEMENT, LP - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 5 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$394,941
-5.9%
3,213
+0.0%
0.02%
-6.2%
Q2 2023$419,654
+9.2%
3,212
-4.8%
0.02%0.0%
Q1 2023$384,323
+16.0%
3,373
-3.7%
0.02%0.0%
Q4 2022$331,187
+41.5%
3,504
+36.1%
0.02%
+33.3%
Q3 2022$234,0002,5750.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
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