BerganKDV Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FUTY and the CUSIP is 316092865. 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 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2023$12,558
-3.5%
2970.0%0.00%0.0%
Q1 2023$13,015
-3.9%
2970.0%0.00%0.0%
Q4 2022$13,537
+4.1%
297
-2.6%
0.00%
-50.0%
Q3 2022$13,0003050.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 145,900$6,991,0004.50%
SMITH SHELLNUT WILSON LLC /ADV 176,805$8,472,0004.43%
Fortis Advisors, LLC 117,533$4,730,0002.60%
Fragasso Group Inc. 408,493$19,575,0002.31%
Walker Financial Services, Inc. 47,695$2,285,5242.10%
Demars Financial Group, LLC 74,003$3,546,0001.78%
Conrad Siegel Investment Advisors, Inc. 36,687$1,758,0001.60%
MONUMENTAL FINANCIAL GROUP INC. 31,203$1,495,0001.24%
Maltin Wealth Management, Inc. 37,100$1,778,0001.18%
BEAM WEALTH ADVISORS, INC. 15,280$732,0000.84%
View complete list of FIDELITY COVINGTON TRUST shareholders