Pensionmark Financial Group, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FMAT and the CUSIP is 316092881. A total of 103 filers reported holding FIDELITY COVINGTON TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q4 2022$292,784
+5.7%
6,708
-7.9%
0.07%
+1.5%
Q3 2022$277,000
-14.0%
7,282
-2.5%
0.07%
-2.9%
Q2 2022$322,000
-14.6%
7,472
-1.5%
0.07%
-12.8%
Q1 2022$377,000
+7.1%
7,588
+2.6%
0.08%
+5.4%
Q4 2021$352,000
-5.4%
7,398
-12.1%
0.07%
-11.9%
Q3 2021$372,000
+20.0%
8,413
+25.2%
0.08%
+18.3%
Q2 2021$310,000
-3.7%
6,718
+1.7%
0.07%
-9.0%
Q1 2021$322,000
+33.1%
6,607
+13.5%
0.08%
+27.9%
Q4 2020$242,000
+18.6%
5,819
-2.3%
0.06%
-12.9%
Q3 2020$204,000
+1.0%
5,953
+1.1%
0.07%
-1.4%
Q2 2020$202,0005,8890.07%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 156,679$6,923,6392.52%
SOUTHERN CAPITAL ADVISORS, LLC 18,828$831,9930.69%
Yoder Wealth Management, Inc. 14,078$622,1070.51%
Broadview Financial Management, LLC 9,864$435,9100.40%
Certified Advisory Corp 47,319$2,091,0310.38%
Trail Ridge Investment Advisors, LLC 10,432$460,9900.31%
SWEENEY & MICHEL, LLC 8,587$371,3700.20%
Beaumont Asset Management, L.L.C. 4,783$211,3450.17%
Exchange Capital Management, Inc. 20,190$892,1780.17%
Lido Advisors, LLC 474,023$20,947,0730.16%
View complete list of FIDELITY COVINGTON TRUST shareholders