BerganKDV Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FSTA and the CUSIP is 316092303. A total of 163 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2020$1,000
-75.0%
17
-84.8%
0.00%
-100.0%
Q2 2020$4,000
+300.0%
112
+558.8%
0.00%
Q1 2020$1,0000.0%170.0%0.00%
Q4 2019$1,0000.0%170.0%0.00%
Q3 2019$1,0000.0%17
+6.2%
0.00%
Q2 2019$1,0000.0%160.0%0.00%
Q1 2019$1,000160.0%0.00%
Q4 2018$0
-100.0%
160.0%0.00%
Q3 2018$1,000160.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 601,657$20,643,0002.42%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 147,900$5,074,0001.38%
Newfound Research LLC 69,998$2,402,0001.28%
SMITH CHAS P & ASSOCIATES PA CPAS 184,621$6,334,0000.85%
BECK CAPITAL MANAGEMENT, LLC 47,364$1,749,0000.77%
STABLEFORD CAPITAL II LLC 28,749$986,0000.66%
CREATIVE FINANCIAL DESIGNS INC /ADV 21,706$745,0000.51%
Sigma Planning Corp 181,034$6,211,0000.48%
Lido Advisors, LLC 76,741$2,633,0000.37%
SPINNAKER TRUST 77,656$2,664,0000.31%
View complete list of FIDELITY COVINGTON TRUST shareholders