Sugarloaf Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 314 filers reported holding FIDELITY COVINGTON TRUST in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Full Sail Capital, LLC 744,407$67,689,0007.00%
Armor Investment Advisors, LLC 67,641$6,151,0004.19%
NorthLanding Financial Partners, LLC 54,134$4,922,0003.89%
Lifeworks Advisors, LLC 64,060$6,259,0003.56%
Halpern Financial, Inc. 96,897$8,810,8423.49%
Madrona Financial Services, LLC 55,224$5,021,0003.10%
Financial Partners Group, Inc 125,259$11,390,0003.00%
King Wealth Management Group 101,313$9,212,0002.34%
FORTE ASSET MANAGEMENT LLC 38,266$3,480,0002.31%
Birchcreek Wealth Management, LLC 24,023$2,184,0002.02%
View complete list of FIDELITY COVINGTON TRUST shareholders