LYELL WEALTH MANAGEMENT, LP - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 356 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.03 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 Q3 2023
NameSharesValueWeighting ↓
Full Sail Capital, LLC 711,274$87,544,0007.31%
BEAM WEALTH ADVISORS, INC. 36,993$4,553,0005.23%
Lifeworks Advisors, LLC 59,067$7,270,0004.80%
Armor Investment Advisors, LLC 66,700$8,209,0004.64%
Beaumont Capital Management, LLC 56,878$7,001,0004.51%
Halpern Financial, Inc. 91,697$11,286,0944.16%
Financial Partners Group, Inc 125,130$15,401,0003.33%
Madrona Financial Services, LLC 54,022$6,441,0003.16%
King Wealth Management Group 118,388$14,571,0002.86%
Birchcreek Wealth Management, LLC 24,587$3,026,0002.68%
View complete list of FIDELITY COVINGTON TRUST shareholders