Venturi Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 84 filers reported holding FIDELITY COVINGTON TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2021$2,268,000
+4.0%
41,817
-0.1%
0.20%
-2.9%
Q1 2021$2,181,000
+16.6%
41,877
+5.2%
0.21%
+7.2%
Q4 2020$1,871,000
+107.2%
39,804
+76.9%
0.19%
+84.8%
Q3 2020$903,000
+11.8%
22,5000.0%0.10%
-2.8%
Q2 2020$808,00022,5000.11%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2020
NameSharesValueWeighting ↓
IronBridge Private Wealth, LLC 142,519$6,442,0004.83%
PERSONAL CFO SOLUTIONS, LLC 96,012$4,340,0001.02%
Full Sail Capital, LLC 210,742$9,526,0000.92%
Birchcreek Wealth Management, LLC 22,421$1,013,0000.91%
ENTERPRISE FINANCIAL SERVICES CORP 96,539$4,363,0000.85%
Lifeworks Advisors, LLC 27,929$1,262,0000.80%
Pinnacle Private Wealth, LLC 41,263$1,865,0000.73%
EPG Wealth Management LLC 36,789$1,663,0000.71%
Stonebridge Financial Planning Group, LLC 22,851$1,033,0000.70%
Lido Advisors, LLC 1,077,925$48,722,0000.65%
View complete list of FIDELITY COVINGTON TRUST shareholders