Cypress Wealth Services, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 323 filers reported holding FIDELITY COVINGTON TRUST in Q1 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2022$509,000
-8.9%
4,138
+0.2%
0.14%
-9.2%
Q4 2021$559,000
+14.3%
4,131
+0.2%
0.15%
+4.8%
Q3 2021$489,000
+1.2%
4,124
+0.5%
0.15%
+10.6%
Q2 2021$483,000
+11.3%
4,103
+0.1%
0.13%
+45.1%
Q1 2021$434,000
+1.6%
4,097
+0.2%
0.09%
-4.2%
Q4 2020$427,000
-17.7%
4,089
-27.4%
0.10%
-28.6%
Q3 2020$519,000
+12.3%
5,634
+0.3%
0.13%
+20.9%
Q2 2020$462,000
+31.2%
5,616
+0.1%
0.11%
+5.8%
Q1 2020$352,000
-1.7%
5,612
+13.5%
0.10%
+15.6%
Q4 2019$358,000
+1.1%
4,946
-10.9%
0.09%
-7.2%
Q3 2019$354,000
-9.0%
5,552
-11.0%
0.10%
-13.4%
Q2 2019$389,000
+5.4%
6,241
+0.3%
0.11%
-4.3%
Q1 2019$369,000
+21.8%
6,222
+1.2%
0.12%
-2.5%
Q4 2018$303,000
-17.9%
6,151
+0.4%
0.12%
-9.1%
Q3 2018$369,000
+9.2%
6,128
+0.2%
0.13%
+3.1%
Q2 2018$338,000
+8.3%
6,114
+1.7%
0.13%
-3.8%
Q1 2018$312,000
-4.3%
6,009
-7.8%
0.13%
-1.5%
Q4 2017$326,0006,5150.14%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Full Sail Capital, LLC 744,407$67,689,0007.00%
Armor Investment Advisors, LLC 67,641$6,151,0004.19%
NorthLanding Financial Partners, LLC 54,134$4,922,0003.89%
Lifeworks Advisors, LLC 64,060$6,259,0003.56%
Halpern Financial, Inc. 96,897$8,810,8423.49%
Madrona Financial Services, LLC 55,224$5,021,0003.10%
Financial Partners Group, Inc 125,259$11,390,0003.00%
King Wealth Management Group 101,313$9,212,0002.34%
FORTE ASSET MANAGEMENT LLC 38,266$3,480,0002.31%
Birchcreek Wealth Management, LLC 24,023$2,184,0002.02%
View complete list of FIDELITY COVINGTON TRUST shareholders