Pensionmark Financial Group, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FSTA and the CUSIP is 316092303. A total of 4 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$360,943
-11.8%
8,477
-6.0%
0.07%
-8.9%
Q2 2023$409,393
+4.5%
9,014
+3.9%
0.08%
-3.7%
Q1 2023$391,870
+12.4%
8,679
+11.5%
0.08%
+2.5%
Q4 2022$348,714
+16.6%
7,782
+4.4%
0.08%
+12.7%
Q3 2022$299,000
-11.3%
7,454
+0.0%
0.07%0.0%
Q2 2022$337,000
-1.5%
7,453
+0.0%
0.07%0.0%
Q1 2022$342,000
+0.9%
7,452
+0.0%
0.07%0.0%
Q4 2021$339,000
+10.1%
7,450
+1.1%
0.07%
+1.4%
Q3 2021$308,000
+1.3%
7,370
+3.2%
0.07%0.0%
Q2 2021$304,000
-26.4%
7,140
-25.6%
0.07%
-29.3%
Q1 2021$413,000
+42.4%
9,594
+32.9%
0.10%
+35.6%
Q4 2020$290,000
-13.9%
7,219
-21.6%
0.07%
-49.3%
Q3 2019$337,000
+5.0%
9,205
-0.4%
0.14%
+1.4%
Q2 2019$321,0009,2460.14%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 510,369$23,655,0004.12%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 74,337$3,415,0002.29%
Walker Financial Services, Inc. 52,172$2,392,0812.20%
Demars Financial Group, LLC 70,298$3,223,0001.62%
H&H Retirement Design & Management INC 43,915$2,083,0001.42%
HBW ADVISORY SERVICES LLC 86,302$3,957,0001.39%
Independent Order of Foresters 32,573$1,493,0000.88%
Curran Financial Partners, LLC 40,235$1,845,0000.76%
ATLAS CAPITAL ADVISORS LLC 98,328$4,508,339,0000.70%
Atlas Brown,Inc. 37,278$1,709,0000.70%
View complete list of FIDELITY COVINGTON TRUST shareholders