AE Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 78 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$2,901,796
+19.4%
60,644
+22.5%
0.02%
+13.3%
Q2 2023$2,431,275
-0.9%
49,517
-7.6%
0.02%
-6.2%
Q1 2023$2,452,705
+125.6%
53,599
+116.2%
0.02%
+100.0%
Q4 2022$1,087,31324,7960.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Halpern Financial, Inc. 334,647$15,945,9197.39%
CHILDRESS CAPITAL ADVISORS, LLC 266,727$12,709,0005.16%
Bouvel Investment Partners, LLC 42,852$2,042,0001.15%
LVZ, Inc. 82,165$3,915,0000.56%
Ahrens Investment Partners LLC 20,550$979,0000.47%
Americana Partners, LLC 37,164$1,770,0000.43%
CONDOR CAPITAL MANAGEMENT 64,336$3,066,0000.33%
Patriot Financial Group Insurance Agency, LLC 34,800$1,658,0000.29%
Samalin Investment Counsel, LLC 8,921$425,0000.28%
ALTFEST L J & CO INC 22,652$1,079,0000.23%
View complete list of FIDELITY COVINGTON TRUST shareholders