Bogart Wealth, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDIS and the CUSIP is 316092204. A total of 190 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$17,530
-4.7%
2510.0%0.00%0.0%
Q2 2023$18,399
+12.0%
2510.0%0.00%0.0%
Q1 2023$16,431
+189.2%
251
+151.0%
0.00%
Q4 2022$5,6821000.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 137,654$5,275,0004.49%
Karp Capital Management Corp 71,465$2,739,0001.31%
FMA ADVISORY INC 53,050$2,033,0001.05%
BECK CAPITAL MANAGEMENT, LLC 31,892$1,222,0001.05%
Lido Advisors, LLC 273,374$10,475,0001.03%
Shamrock Asset Management LLC 17,361$665,0001.00%
VICUS CAPITAL 110,476$4,233,0000.75%
Financial Partners Group, Inc 25,936$994,0000.65%
Exchange Capital Management, Inc. 48,801$1,870,0000.61%
Advisory Services Network, LLC 168,007$6,438,0000.56%
View complete list of FIDELITY COVINGTON TRUST shareholders