Ken Stern & Associates, Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDIS and the CUSIP is 316092204. A total of 161 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2018$267,000
+30.9%
5,877
+23.3%
0.12%
+23.4%
Q2 2018$204,0004,7680.09%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 146,400$4,278,0001.67%
Beaumont Financial Partners, LLC 1,079,845$31,553,0001.52%
SPINNAKER TRUST 240,752$7,035,0001.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 1,469,999$42,953,0000.95%
AVIANCE CAPITAL MANAGEMENT, LLC 826,456$24,149,0000.87%
VICUS CAPITAL 46,785$1,367,0000.40%
Argentus Capital Management, LLC 32,027$936,0000.16%
RAND WEALTH, LLC 30,941$893,0000.12%
Advisory Services Network, LLC 5,648$158,0000.05%
Commonwealth Equity Services, Inc 82,975$2,425,0000.03%
View complete list of FIDELITY COVINGTON TRUST shareholders