LYELL WEALTH MANAGEMENT, LP - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 321 filers reported holding FIDELITY COVINGTON TRUST in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$251,225
-5.7%
2,044
+0.2%
0.03%0.0%
Q2 2023$266,499
+14.8%
2,040
+0.2%
0.03%
+6.2%
Q1 2023$232,050
-16.5%
2,036
-9.8%
0.03%
-11.1%
Q1 2022$278,000
-8.9%
2,258
+0.2%
0.04%
+2.9%
Q4 2021$305,0002,2540.04%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2023
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