Sugarloaf Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 285 filers reported holding FIDELITY COVINGTON TRUST in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$7,253
-5.9%
590.0%0.00%0.0%
Q2 2023$7,708
+14.7%
590.0%0.00%0.0%
Q1 2023$6,723
+20.6%
590.0%0.00%
+100.0%
Q4 2022$5,576
-7.1%
590.0%0.00%
-50.0%
Q3 2022$6,0000.0%590.0%0.00%0.0%
Q2 2022$6,000
-14.3%
590.0%0.00%0.0%
Q1 2022$7,000
-12.5%
590.0%0.00%0.0%
Q4 2021$8,000
+14.3%
590.0%0.00%0.0%
Q3 2021$7,0000.0%590.0%0.00%0.0%
Q2 2021$7,000
+16.7%
59
+490.0%
0.00%0.0%
Q1 2021$6,0000.0%10
-83.1%
0.00%0.0%
Q4 2020$6,000
+20.0%
590.0%0.00%0.0%
Q3 2020$5,000590.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Full Sail Capital, LLC 753,505$72,713,0007.03%
Armor Investment Advisors, LLC 66,992$6,465,0004.19%
Lifeworks Advisors, LLC 61,714$5,955,0003.78%
Halpern Financial, Inc. 93,893$9,060,6363.53%
Madrona Financial Services, LLC 54,295$5,239,0003.07%
BEAM WEALTH ADVISORS, INC. 28,349$2,736,0003.04%
Financial Partners Group, Inc 125,160$12,078,0003.03%
FORTE ASSET MANAGEMENT LLC 39,786$3,839,0002.66%
Birchcreek Wealth Management, LLC 29,140$2,812,0002.52%
King Wealth Management Group 103,652$10,002,0002.39%
View complete list of FIDELITY COVINGTON TRUST shareholders