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 ↓
Stone House Investment Management, LLC 130,820$6,442,0004.07%
Full Sail Capital, LLC 144,525$7,116,0003.45%
Financial Partners Group, Inc 82,443$4,059,0002.64%
Lido Advisors, LLC 505,432$24,887,0002.46%
Summit X, LLC 69,914$3,442,0001.98%
Armor Investment Advisors, LLC 39,451$1,943,0001.97%
King Wealth Management Group 102,954$5,070,0001.84%
Traynor Capital Management, Inc. 69,491$3,421,0001.42%
Exchange Capital Management, Inc. 80,756$3,976,0001.29%
Portfolio Strategies, Inc. 22,926$1,129,0000.98%
View complete list of FIDELITY COVINGTON TRUST shareholders